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Name Holding Trade Value Shares
Change
Change in
Stake
JCM
2151
Jag Capital Management
Missouri
$346K
OFG
2152
Omega Financial Group
California
$346K -$4.09K -15 -1%
AL
2153
ADE LLC
Maryland
$346K
CFS
2154
Cannon Financial Strategists
Georgia
$346K
SPWG
2155
Syntegra Private Wealth Group
Missouri
$344K +$8.17K +30 +3%
GCM
2156
Greenland Capital Management
New York
$344K +$326K +1,196 New
SBWIC
2157
Schaper Benz & Wise Investment Counsel
Wisconsin
$344K
TIA
2158
Tiemann Investment Advisors
California
$344K -$38.1K -140 -10%
SF
2159
Slagle Financial
Illinois
$344K +$328K +1,202 +102%
WTA
2160
Washington Trust Advisors
Massachusetts
$343K -$46.6K -171 -13%
MAG
2161
M3 Advisory Group
Massachusetts
$343K +$324K +1,190 New
FIB
2162
First Interstate Bank
Montana
$342K -$8.72K -32 -3%
D
2163
Diversified
Delaware
$342K +$1.64K +6 +0.5%
GL
2164
Gerber LLC
Ohio
$342K +$324K +1,188 New
CWM
2165
Curi Wealth Management
North Carolina
$342K -$1.64K -6 -0.5%
KA
2166
Klingman & Associates
New York
$341K +$3.27K +12 +1%
FAFN
2167
First Affirmative Financial Network
Colorado
$341K +$69.5K +255 +27%
MIM
2168
Meridiem Investment Management
United Kingdom
$340K +$322K +1,181 New
VEA
2169
Virtus ETF Advisers
New York
$340K -$53.9K -198 -14%
HBWM
2170
Hollow Brook Wealth Management
New York
$340K
MWPCG
2171
Measured Wealth Private Client Group
New Hampshire
$339K
PL
2172
Parthenon LLC
Kentucky
$339K -$13.6K -50 -4%
AA
2173
Addison Advisors
Vermont
$339K +$180K +659 +127%
SI
2174
Seeds Investor
New York
$338K +$320K +1,173 New
GWM
2175
Gray Wealth Management
Maine
$337K +$545 +2 +0.2%