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Name Holding Trade Value Shares
Change
Change in
Stake
SGI
851
Summit Global Investments
Utah
$248K +$230K +743 New
Principal Securities
852
Principal Securities
Iowa
$248K -$38.8K -125 -14%
NCM
853
New Capital Management
Texas
$247K – – –
Choate Investment Advisors
854
Choate Investment Advisors
Massachusetts
$247K -$4.03K -13 -2%
FW
855
FirstPurpose Wealth
Utah
$246K -$11.8K -38 -5%
Sapient Capital
856
Sapient Capital
Indiana
$245K -$147K -474 -39%
Annex Advisory Services
857
Annex Advisory Services
Wisconsin
$244K +$227K +733 New
IAN
858
Integrated Advisors Network
Texas
$244K +$227K +733 New
AFP
859
Ausdal Financial Partners
Iowa
$243K -$11.2K -36 -5%
Avantax Advisory Services
860
Avantax Advisory Services
Texas
$243K +$11.8K +38 +5%
RFO
861
RiverGlades Family Offices
Florida
$243K +$262K +845 New
FCI
862
Financial Counselors Inc
Kansas
$242K +$225K +725 New
Belpointe Asset Management
863
Belpointe Asset Management
Nevada
$241K -$72.2K -233 -24%
Y-Intercept (HK)
864
Y-Intercept (HK)
Hong Kong
$240K -$1.85M -5,965 -89%
AC
865
Avestar Capital
New York
$239K +$222K +717 New
RWA
866
River Wealth Advisors
Pennsylvania
$239K -$30.7K -99 -12%
TNA
867
True North Advisors
Texas
$238K -$4.96K -16 -2%
HIC
868
Hartline Investment Corp
Illinois
$237K -$2.03M -6,539 -90%
BCA
869
Bay Colony Advisors
Massachusetts
$237K +$220K +711 New
CG
870
Clifford Group
Massachusetts
$237K – – –
MCM
871
Marathon Capital Management
Maryland
$234K – – –
PIM
872
Penobscot Investment Management
Massachusetts
$232K -$63.6K -205 -23%
KP
873
Keel Point
Alabama
$232K +$215K +694 New
LAM
874
L2 Asset Management
Massachusetts
$232K +$215K +694 New
ACM
875
Andina Capital Management
Utah
$231K +$215K +693 New