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Name Holding Trade Value Shares
Change
Change in
Stake
SC
401
Syon Capital
California
$317K +$283K +7,996 New
CI
402
Cigna Investments
Connecticut
$316K
T2I
403
Turim 21 Investimentos
Brazil
$307K -$102K -2,881 -27%
OIA
404
OneDigital Investment Advisors
Kansas
$305K
EWA
405
EP Wealth Advisors
California
$302K -$143K -4,038 -35%
OFA
406
Oak Family Advisors
Illinois
$300K
BIA
407
Biondo Investment Advisors
Pennsylvania
$298K +$266K +7,525 New
ECM
408
Evergreen Capital Management
Washington
$297K +$6.01K +170 +2%
USGIU
409
U.S. Global Investors (USGI)
Texas
$297K +$265K +7,500 New
SI
410
Stephens Inc
Arkansas
$296K -$71.6K -2,025 -21%
CA
411
Clearstead Advisors
Ohio
$296K +$139K +3,926 +111%
ALAM
412
Asahi Life Asset Management
Japan
$296K -$101K -2,860 -28%
MM
413
MQS Management
New York
$289K +$258K +7,285 New
HAM
414
Hedges Asset Management
Nevada
$285K -$7.08K -200 -3%
LWCFA
415
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$285K +$235K +6,650 New
YCM
416
Yousif Capital Management
Michigan
$284K
TDC
417
Thompson Davis & Co
Virginia
$283K +$253K +7,150 New
SEP
418
Southland Equity Partners
Missouri
$279K +$249K +7,049 New
AWS
419
Atria Wealth Solutions
New York
$274K +$244K +6,908 New
WC
420
Weil Company
California
$274K +$7.36K +208 +3%
CH
421
Canton Hathaway
Rhode Island
$272K +$242K +6,850 New
FIM
422
Freedom Investment Management
Connecticut
$272K +$242K +6,854 New
ASN
423
Advisory Services Network
Georgia
$267K +$238K +6,731 New
LCGC
424
Legacy Capital Group California
California
$266K
UCFA
425
United Capital Financial Advisors
Texas
$264K -$2.12K -60 -0.9%