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Name Holding Trade Value Shares
Change
Change in
Stake
APW
851
Acima Private Wealth
Virginia
$653K
SWM
852
Spire Wealth Management
Virginia
$652K +$30.4K +400 +5%
IVP
853
Intrinsic Value Partners
Arizona
$651K -$64.5K -850 -10%
LWCFA
854
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$651K -$89.2K -1,175 -13%
OHU
855
Odey Holdings (UK)
United Kingdom
$651K
HIC
856
Holderness Investments Company
North Carolina
$651K +$5.69K +75 +0.9%
MC
857
Merlin Capital
Rhode Island
$645K -$7.59K -100 -1%
PFA
858
Professional Financial Advisors
Nebraska
$643K +$9.49K +125 +2%
PMA
859
Prudent Man Advisors
Illinois
$641K +$142K +1,875 +31%
BHIA
860
Birch Hill Investment Advisors
Massachusetts
$627K
TFA
861
Tranquilli Financial Advisor
New Jersey
$627K +$93K +1,225 +19%
CPO
862
Cerity Partners OCIO
New York
$625K -$22.8K -300 -4%
FAM
863
Formidable Asset Management
Ohio
$625K -$9.49K -125 -2%
STA
864
Summit Trail Advisors
New York
$625K -$45.6K -600 -7%
OIS
865
Okabena Investment Services
Minnesota
$625K +$588K +7,750 New
FHA
866
Flagship Harbor Advisors
Massachusetts
$620K -$5.69K -75 -1%
FA
867
FDx Advisors
Illinois
$619K +$13.3K +175 +2%
VCM
868
Virtue Capital Management
Tennessee
$619K -$13.3K -175 -2%
SAM
869
Silvercrest Asset Management
New York
$615K
BONST
870
Bank of Nova Scotia Trust
Ontario, Canada
$613K -$34.2K -450 -6%
MWC
871
MBM Wealth Consultants
Missouri
$608K +$47.5K +625 +9%
CPIA
872
Cornell Pochily Investment Advisors
New York
$607K -$32.3K -425 -5%
SACTSONJ
873
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$605K
TWI
874
Thomas White International
Illinois
$599K
Squarepoint
875
Squarepoint
New York
$584K -$16.6M -218,850 -97%