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Name Holding Trade Value Shares
Change
Change in
Stake
BPA
501
Beacon Pointe Advisors
California
$243K -$36.3K -372 -13%
RCM
502
Radnor Capital Management
Pennsylvania
$242K +$234K +2,400 New
OIA
503
OneDigital Investment Advisors
Kansas
$234K -$195 -2 -0.1%
GT
504
Greenleaf Trust
Michigan
$230K -$11.7K -120 -5%
BONH
505
Bank of New Hampshire
New Hampshire
$227K -$121K -1,239 -36%
IWA
506
IVC Wealth Advisors
Pennsylvania
$226K +$218K +2,240 New
CAM
507
Claret Asset Management
Quebec, Canada
$225K +$217K +2,225 New
PCS
508
Personal CFO Solutions
New Jersey
$224K +$216K +2,217 New
SCP
509
Sivia Capital Partners
California
$219K +$212K +2,171 New
CP
510
Covenant Partners
Tennessee
$218K +$211K +2,163 New
EFM
511
E Fund Management
China
$218K +$210K +2,158 New
CFGS
512
Concourse Financial Group Securities
Alabama
$215K +$11.4K +117 +6%
PFS
513
Prospera Financial Services
Texas
$209K +$202K +2,070 New
FTDI
514
First Trust Direct Indexing
Massachusetts
$209K -$31.4K -322 -13%
HI
515
Horizon Investments
North Carolina
$208K -$49.6K -509 -20%
WA
516
WealthTrust Axiom
Pennsylvania
$207K +$200K +2,047 New
GF
517
Gries Financial
Ohio
$206K +$199K +2,038 New
HBT
518
Hills Bank & Trust
Iowa
$203K
SDIC
519
South Dakota Investment Council
South Dakota
$202K
CCM
520
Chickasaw Capital Management
Tennessee
$202K +$195K +2,000 New
AWM
521
Aries Wealth Management
Maine
$202K +$195K +2,000 New
GF
522
Gabelli Funds
New York
$202K +$195K +2,000 New
BJL
523
Brighton Jones LLC
Washington
$201K -$186K -1,908 -49%
SOW
524
State of Wyoming
Wyoming
$189K +$7.12K +73 +4%
VanEck Associates
525
VanEck Associates
New York
$189K +$10.2K +105 +6%