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Name Holding Trade Value Shares
Change
Change in
Stake
EA
626
Ergawealth Advisors
Illinois
$249K +$589 +3 +0.2%
MGIA
627
Moneta Group Investment Advisors
Missouri
$249K +$251K +1,277 New
BFM
628
Boothbay Fund Management
New York
$248K +$250K +1,271 New
WCM Investment Management
629
WCM Investment Management
California
$243K +$11.2K +57 +5%
UF
630
Univest Financial
Pennsylvania
$242K
Verition Fund Management
631
Verition Fund Management
Connecticut
$242K -$312K -1,589 -56%
ACM
632
Alta Capital Management
Utah
$241K -$8.45K -43 -3%
MC
633
Machina Capital
France
$237K -$56K -285 -19%
BTW
634
Boston Trust Walden
Massachusetts
$236K -$40.9K -208 -15%
CT
635
Caldwell Trust
Florida
$232K
TBC
636
Ted Buchan & Co
California
$231K +$233K +1,185 New
NB
637
NBT Bank
New York
$230K -$2.16K -11 -0.9%
BFO
638
Biltmore Family Office
North Carolina
$229K
RTC
639
Riverview Trust Company
Washington
$228K
MWM
640
Mission Wealth Management
California
$228K +$7.27K +37 +3%
MCCA
641
Mill Creek Capital Advisors
Pennsylvania
$227K +$228K +1,163 New
CWP
642
Cyndeo Wealth Partners
Florida
$226K -$19.6K -100 -8%
V
643
VeraBank
Texas
$226K
PWM
644
Perigon Wealth Management
California
$226K -$7.86K -40 -3%
BSAM
645
Blue Square Asset Management
New York
$224K
KFC
646
Klingenstein Fields & Co
New York
$219K
PCS
647
Personal CFO Solutions
New Jersey
$219K -$199K -1,014 -47%
JWCA
648
J.W. Cole Advisors
Florida
$218K -$12.8K -65 -5%
KI
649
Kapitalo Investimentos
Brazil
$217K +$218K +1,112 New
NFG
650
Nadler Financial Group
Illinois
$215K +$217K +1,103 New