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Name Holding Trade Value Shares
Change
Change in
Stake
BOPW
976
Brandywine Oak Private Wealth
Pennsylvania
$233K +$244K +1,472 New
ACP
977
Ashfield Capital Partners
California
$232K +$242K +1,460 New
HIP
978
HUB Investment Partners
Texas
$231K +$1.16K +7 +0.5%
CSIC
979
Clifford Swan Investment Counsel
California
$230K
FDS
980
First Dallas Securities
Texas
$230K
9WM
981
9258 Wealth Management
Ohio
$230K +$240K +1,447 New
XSC
982
X-Square Capital
Puerto Rico
$229K +$244K +1,473 New
EN1L
983
Engine No 1 LLC
California
$228K +$238K +1,437 New
EWA
984
EP Wealth Advisors
California
$227K -$143K -860 -38%
SG
985
Stonnington Group
California
$226K
GA
986
Geller Advisors
New York
$225K +$2.65K +16 +1%
CT
987
Caldwell Trust
Florida
$225K
SFA
988
Sequoia Financial Advisors
Ohio
$224K +$22.2K +134 +11%
PNAA
989
Pictet North America Advisors
Switzerland
$223K
TA
990
Tectonic Advisors
Texas
$223K
CIA
991
Capital Investment Advisors
Georgia
$223K +$994 +6 +0.4%
AFS
992
Axiom Financial Strategies
Indiana
$223K +$12.1K +73 +6%
MIC
993
Means Investment Company
Maine
$217K +$331 +2 +0.1%
HI
994
Harbour Investments
Wisconsin
$217K +$31.5K +190 +16%
LIA
995
LS Investment Advisors
Michigan
$216K -$6.33M -38,178 -97%
EM
996
Excalibur Management
Massachusetts
$216K +$5.63K +34 +3%
PWPS
997
Pinnacle Wealth Planning Services
Ohio
$213K -$14.4K -87 -6%
NFG
998
Next Financial Group
Texas
$213K +$8.95K +54 +4%
LCM
999
Laurion Capital Management
New York
$212K -$21.7M -131,187 -99%
LFA
1000
Legacy Financial Advisors
Kentucky
$212K -$2.98K -18 -1%