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Name Holding Trade Value Shares
Change
Change in
Stake
OFW
951
Omnia Family Wealth
Florida
$223K
RT
952
Rockland Trust
Massachusetts
$220K -$11.8M -76,514 -98%
CMO
953
Covenant Multifamily Offices
Texas
$220K +$211K +1,363 New
EMG
954
ETF Managers Group
New Jersey
$219K -$6.5K -42 -3%
WIA
955
Wealthstreet Investment Advisors
Texas
$219K
GLI
956
Guardian Life Insurance
New York
$219K +$4.95K +32 +2%
PL
957
Perpetual Ltd
Australia
$218K -$77.4K -500 -27%
SIM
958
SSI Investment Management
California
$213K +$204K +1,320 New
CAG
959
Crestwood Advisors Group
Massachusetts
$209K +$200K +1,294 New
WGA
960
Weather Gauge Advisory
Virginia
$209K +$201K +1,297 New
BWP
961
Bernardo Wealth Planning
Pennsylvania
$209K +$201K +1,299 New
FSC
962
Full Sail Capital
Oklahoma
$208K -$24.8K -160 -10%
CL
963
Choreo LLC
Illinois
$208K -$11.3K -73 -5%
BG
964
Bollard Group
Massachusetts
$208K
BW
965
Bison Wealth
Georgia
$208K +$200K +1,291 New
FCB
966
First Command Bank
Texas
$207K
FCFS
967
First Command Financial Services
Texas
$207K
OC
968
Oakworth Capital
Alabama
$205K -$48.9K -316 -20%
CFG
969
Citizens Financial Group
Rhode Island
$204K -$88.3K -571 -31%
SIAS
970
Shine Investment Advisory Services
Colorado
$204K
ACM
971
AUA Capital Management
Pennsylvania
$202K
MIC
972
Means Investment Company
Maine
$202K +$212K +1,370 New
KP
973
Keel Point
Alabama
$201K +$193K +1,246 New
VV
974
Verity & Verity
South Carolina
$201K +$198K +1,280 New
MAM
975
Meeder Asset Management
Ohio
$200K -$10.4K -67 -5%