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Name Holding Trade Value Shares
Change
Change in
Stake
MAM
676
McLean Asset Management
Virginia
$236K +$10K +20 +4%
IGWM
677
ICA Group Wealth Management
Colorado
$233K +$4.01K +8 +1%
JWCA
678
J.W. Cole Advisors
Florida
$230K +$51.6K +103 +23%
VWA
679
V Wealth Advisors
Kansas
$228K -$44.1K -88 -14%
OPS
680
Orion Portfolio Solutions
Nebraska
$228K +$10.5K +21 +4%
MNBTD
681
Moody National Bank Trust Division
Texas
$226K -$6.51K -13 -2%
SB
682
Strategic Blueprint
Georgia
$225K +$37.1K +74 +16%
WANY
683
Wealthspire Advisors (New York)
New York
$224K +$271K +540 New
DA
684
Dillon & Associates
Michigan
$220K +$5.01K +10 +2%
FG
685
Fiduciary Group
Georgia
$219K +$196K +391 New
GDP
686
Great Diamond Partners
Maine
$218K +$2.5K +5 +1%
CSPIA
687
Cary Street Partners Investment Advisory
Virginia
$218K +$49.1K +98 +23%
B
688
Bellecapital
Switzerland
$216K
RFC
689
Regions Financial Corp
Alabama
$216K +$11.5K +23 +5%
CAM
690
Carret Asset Management
New York
$216K +$261K +520 New
PWM
691
Perigon Wealth Management
California
$215K +$26.6K +53 +11%
WEG
692
World Equity Group
Illinois
$215K +$259K +517 New
IAIM
693
International Assets Investment Management
Florida
$212K +$501 +1 +0.2%
AWA
694
Arete Wealth Advisors
Illinois
$212K +$256K +510 New
BMSSC
695
B. Metzler seel. Sohn & Co
Germany
$210K +$253K +505 New
HPWA
696
Hall Private Wealth Advisors
North Carolina
$210K +$254K +506 New
C
697
CEDRUS
Colorado
$210K +$3.51K +7 +1%
OWA
698
Opal Wealth Advisors
New York
$208K +$3.01K +6 +1%
HSA
699
HBK Sorce Advisory
Pennsylvania
$207K -$34.6K -69 -12%
GA
700
Geller Advisors
New York
$207K