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Name Holding Trade Value Shares
Change
Change in
Stake
QI
701
Qtron Investments
Massachusetts
$221K -$146K -715 -41%
AAS
702
Avantax Advisory Services
Texas
$221K -$109K -536 -34%
MLFP
703
MPS Loria Financial Planners
Illinois
$221K +$16.7K +82 +8%
LW
704
Linscomb Wealth
Texas
$219K -$31.8K -156 -13%
MAM
705
Magellan Asset Management
Australia
$218K +$156K +762 +283%
PWPS
706
Pinnacle Wealth Planning Services
Ohio
$217K -$24.7K -121 -11%
VHAM
707
Van Hulzen Asset Management
California
$217K -$1.23K -6 -0.6%
TIA
708
Tiemann Investment Advisors
California
$216K
OBGC
709
O'Brien Greene & Co
Pennsylvania
$214K
AUB
710
Atlantic Union Bankshares
Virginia
$212K +$204K +1,001 New
CPSAC
711
Chas P. Smith & Associates (CPS)
Florida
$211K
CIS
712
Connors Investor Services
Pennsylvania
$211K
FHA
713
Flagship Harbor Advisors
Massachusetts
$211K
OIA
714
Optimum Investment Advisors
Illinois
$211K
BSW
715
Buckingham Strategic Wealth
Missouri
$211K +$204K +999 New
BFM
716
Boothbay Fund Management
New York
$211K +$204K +1,000 New
VBCG
717
Valley Brook Capital Group
Pennsylvania
$211K +$204K +1,000 New
PI
718
Putnam Investments
Massachusetts
$210K -$84.7K -415 -29%
CS
719
Comerica Securities
Michigan
$209K +$1.84K +9 +0.9%
AWA
720
Arete Wealth Advisors
Illinois
$209K +$204K +998 New
WT
721
Whittier Trust
California
$207K +$132K +648 +195%
MG
722
Mather Group
Illinois
$204K +$197K +967 New
CI Investments Inc
723
CI Investments Inc
Ontario, Canada
$202K -$612 -3 -0.3%
MFA
724
Mayflower Financial Advisors
Massachusetts
$202K +$195K +957 New
CBFP
725
Cedar Brook Financial Partners
Ohio
$202K +$196K +958 New