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Name Holding Trade Value Shares
Change
Change in
Stake
HI
2226
Human Investing
Oregon
$427K -$68K -588 -13%
RWM
2227
RKL Wealth Management
Pennsylvania
$427K -$12.9K -112 -3%
Quilter Plc
2228
Quilter Plc
United Kingdom
$427K -$9.59K -83 -2%
TWM
2229
Thrive Wealth Management
Pennsylvania
$426K +$1.97K +17 +0.5%
OCPWS
2230
One Charles Private Wealth Services
Massachusetts
$426K -$809 -7 -0.2%
DPI
2231
Diversified Portfolios Inc
Michigan
$426K +$20.5K +177 +5%
Country Trust Bank
2232
Country Trust Bank
Illinois
$426K – – –
SIM
2233
SSI Investment Management
California
$425K -$347 -3 -0.1%
CSA
2234
Cottage Street Advisors
Massachusetts
$425K +$36.9K +319 +9%
LC
2235
Lavaca Capital
Texas
$424K +$693 +6 +0.2%
CWA
2236
Consilium Wealth Advisory
Texas
$423K – – –
ZI
2237
ZEGA Investments
Florida
$423K +$391K +3,387 New
BFIC
2238
Bedell Frazier Investment Counselling
California
$422K -$97.1K -840 -18%
FSA
2239
Financial Security Advisor
Virginia
$421K -$4.39K -38 -1%
BPC
2240
Bearing Point Capital
Minnesota
$421K +$430K +3,725 New
HWMG
2241
Hurlow Wealth Management Group
Indiana
$421K – – –
OA
2242
Operose Advisors
Wisconsin
$419K -$41.8K -362 -9%
MCWA
2243
Meadow Creek Wealth Advisors
Georgia
$419K -$25.2K -218 -6%
KAM
2244
KEB Asset Management
Illinois
$419K -$8.21K -71 -2%
FFO
2245
Fortitude Family Office
Arizona
$419K -$5.66K -49 -1%
Fidelity International
2246
Fidelity International
Bermuda
$419K -$9.22M -79,815 -96%
IWP
2247
Invenio Wealth Partners
Florida
$419K -$19.4K -168 -4%
SP
2248
Saranac Partners
$418K -$63.6K -550 -13%
RCA
2249
Roberts Capital Advisors
Colorado
$418K – – –
RCWM
2250
Royal Capital Wealth Management
Indiana
$416K +$347 +3 +0.1%