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Name Holding Trade Value Shares
Change
Change in
Stake
BA
726
Bridgewater Advisors
New York
$248K +$3.44K +18 +1%
PA
727
Probity Advisors
Texas
$247K +$2.1K +11 +1%
PTP
728
Platform Technology Partners
New York
$245K -$12.4K -65 -5%
FIA
729
Foundations Investment Advisors
Arizona
$243K +$215K +1,123 New
NAAA
730
New Age Alpha Advisors
New York
$242K – – –
BB
731
Bell Bank
North Dakota
$240K – – –
LF
732
Lighthouse Financial
Florida
$238K -$191 -1 -0.1%
TWM
733
TRB Wealth Management
Texas
$237K – – –
WWM
734
Western Wealth Management
Colorado
$235K -$18.2K -95 -8%
SI
735
Stephens Inc
Arkansas
$235K +$208K +1,086 New
GRP
736
Global Retirement Partners
California
$234K +$208K +1,085 New
EHWM
737
Eads & Heald Wealth Management
Georgia
$234K +$207K +1,081 New
ECM
738
EagleClaw Capital Management
Massachusetts
$233K +$206K +1,079 New
TPI
739
Trust Point Inc
Wisconsin
$233K +$206K +1,078 New
BW
740
Basepoint Wealth
Iowa
$232K -$19.9K -104 -9%
EFS
741
Essex Financial Services
Connecticut
$232K +$205K +1,072 New
MGIA
742
Moneta Group Investment Advisors
Missouri
$231K +$204K +1,069 New
CAM
743
Claret Asset Management
Quebec, Canada
$230K -$147K -771 -42%
MHC
744
May Hill Capital
Massachusetts
$229K +$203K +1,061 New
PWM
745
Proathlete Wealth Management
Florida
$229K -$169K -884 -45%
IDBONY
746
Israel Discount Bank of New York
New York
$228K +$202K +1,055 New
SL
747
Sentinus LLC
Illinois
$227K +$201K +1,052 New
QWP
748
Quotient Wealth Partners
Texas
$226K -$9.56K -50 -5%
CWM
749
Calamos Wealth Management
Illinois
$226K +$200K +1,046 New
CIA
750
Cladis Investment Advisory
Montana
$225K +$199K +1,040 New