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Name Holding Trade Value Shares
Change
Change in
Stake
JIC
701
Johnson Investment Counsel
Ohio
$228K -$4.24K -23 -2%
PFM
702
Patton Fund Management
Texas
$228K – – –
AAM
703
Alphadyne Asset Management
New York
$223K +$224K +1,218 New
DADC
704
D.A. Davidson & Co
Montana
$223K +$224K +1,218 New
WANY
705
Wealthspire Advisors (New York)
New York
$222K -$155K -842 -41%
AIIMS
706
Analyst IMS Investment Management Services
Israel
$221K – – –
PTP
707
Platform Technology Partners
New York
$220K +$221K +1,201 New
AFGAS
708
Allegiance Financial Group Advisory Services
Virginia
$220K +$221K +1,200 New
RFC
709
Regions Financial Corp
Alabama
$218K -$9.03K -49 -4%
IAA
710
Independent Advisor Alliance
North Carolina
$217K -$885K -4,801 -80%
AWA
711
Aaron Wealth Advisors
Illinois
$217K +$218K +1,185 New
WWM
712
Western Wealth Management
Colorado
$217K -$13.1K -71 -6%
BW
713
Basepoint Wealth
Iowa
$216K +$2.58K +14 +1%
RCAG
714
Rehmann Capital Advisory Group
Michigan
$214K +$215K +1,165 New
KWM
715
Kingsview Wealth Management
Oregon
$212K +$213K +1,156 New
IHL
716
Investment House LLC
California
$212K -$106K -575 -33%
NWM
717
Northwest Wealth Management
Iowa
$211K +$212K +1,152 New
TL
718
Tradewinds LLC
North Carolina
$211K +$208K +1,129 New
IA
719
IFP Advisors
Florida
$211K -$10.1K -55 -5%
MO
720
McMillan Office
Michigan
$211K – – –
SFC
721
SYM Financial Corp
Indiana
$211K +$212K +1,150 New
PCM
722
Poehling Capital Management
Wisconsin
$210K +$211K +1,144 New
SC
723
Sapient Capital
Indiana
$210K +$211K +1,143 New
NL
724
NWAM LLC
Washington
$209K +$210K +1,141 New
PA
725
Probity Advisors
Texas
$207K +$208K +1,131 New