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Name Holding Trade Value Shares
Change
Change in
Stake
Fisher Asset Management
1001
Fisher Asset Management
Washington
$224K +$17.1K +49 +8%
LI
1002
LRI Investments
Florida
$223K -$13.3K -38 -6%
NI
1003
Natural Investments
California
$222K +$15K +43 +7%
OL
1004
Optas LLC
Texas
$221K +$219K +627 New
OL
1005
OneFund LLC
Florida
$221K +$12.6K +36 +6%
JC
1006
JM2 Capital
Oklahoma
$221K +$219K +626 New
TW
1007
Tempo Wealth
Ohio
$219K +$217K +621 New
SI
1008
Seeds Investor
New York
$218K – – –
Signature Estate & Investment Advisors
1009
Signature Estate & Investment Advisors
California
$217K +$2.1K +6 +1%
FCC
1010
Flower City Capital
New York
$216K – – –
KIA
1011
KCM Investment Advisors
California
$216K -$8.03K -23 -4%
Welch & Forbes
1012
Welch & Forbes
Massachusetts
$216K – – –
AWM
1013
Angeles Wealth Management
California
$216K +$214K +613 New
BIAS
1014
Beacon Investment Advisory Services
New Jersey
$215K – – –
LAM
1015
Lewis Asset Management
California
$215K – – –
CA
1016
Cornerstone Advisory
Maryland
$215K – – –
MP
1017
McDonald Partners
Ohio
$215K – – –
VCP
1018
Verus Capital Partners
Arizona
$213K – – –
FDW
1019
Fourth Dimension Wealth
Ohio
$213K -$6.63K -19 -3%
BRWM
1020
Blue Rock Wealth Management
North Carolina
$212K – – –
CC
1021
Carlson Capital
Texas
$212K – – –
MassMutual Private Wealth & Trust
1022
MassMutual Private Wealth & Trust
Connecticut
$210K -$21.6K -62 -9%
IC
1023
Inscription Capital
Texas
$209K -$13.6K -39 -6%
Mill Creek Capital Advisors
1024
Mill Creek Capital Advisors
Pennsylvania
$207K -$9.43K -27 -4%
CH
1025
Cromwell Holdings
Wyoming
$207K – – –