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Name Holding Trade Value Shares
Change
Change in
Stake
QP
2226
Quilter Plc
United Kingdom
$427K -$9.59K -83 -2%
TWM
2227
Thrive Wealth Management
Pennsylvania
$426K +$1.97K +17 +0.5%
OCPWS
2228
One Charles Private Wealth Services
Massachusetts
$426K -$809 -7 -0.2%
DPI
2229
Diversified Portfolios Inc
Michigan
$426K +$20.5K +177 +5%
CTB
2230
Country Trust Bank
Illinois
$426K
SIM
2231
SSI Investment Management
California
$425K -$347 -3 -0.1%
CSA
2232
Cottage Street Advisors
Massachusetts
$425K +$36.9K +319 +9%
LC
2233
Lavaca Capital
Texas
$424K +$693 +6 +0.2%
CWA
2234
Consilium Wealth Advisory
Texas
$423K
ZI
2235
ZEGA Investments
Florida
$423K +$391K +3,387 New
BFIC
2236
Bedell Frazier Investment Counselling
California
$422K -$97.1K -840 -18%
FSA
2237
Financial Security Advisor
Virginia
$421K -$4.39K -38 -1%
BPC
2238
Bearing Point Capital
Minnesota
$421K +$430K +3,725 New
HWMG
2239
Hurlow Wealth Management Group
Indiana
$421K
OA
2240
Operose Advisors
Wisconsin
$419K -$41.8K -362 -9%
MCWA
2241
Meadow Creek Wealth Advisors
Georgia
$419K -$25.2K -218 -6%
KAM
2242
KEB Asset Management
Illinois
$419K -$8.21K -71 -2%
FFO
2243
Fortitude Family Office
Arizona
$419K -$5.66K -49 -1%
Fidelity International
2244
Fidelity International
Bermuda
$419K -$9.22M -79,815 -96%
IWP
2245
Invenio Wealth Partners
Florida
$419K -$19.4K -168 -4%
SP
2246
Saranac Partners
$418K -$63.6K -550 -13%
RCA
2247
Roberts Capital Advisors
Colorado
$418K
RCWM
2248
Royal Capital Wealth Management
Indiana
$416K +$347 +3 +0.1%
AIM
2249
Acropolis Investment Management
Missouri
$416K -$136K -1,174 -24%
NF
2250
Nvest Financial
New Hampshire
$415K +$6.82K +59 +2%