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Name Holding Trade Value Shares
Change
Change in
Stake
CAAS
1151
Capital Asset Advisory Services
Michigan
$356K -$11.1K -37 -3%
BIM
1152
Barton Investment Management
Pennsylvania
$355K
BA
1153
Bridgewater Advisors
New York
$353K +$315K +1,046 New
AWM
1154
Axxcess Wealth Management
California
$353K -$11.1K -37 -3%
SC
1155
Schubert & Co
Texas
$350K -$47.6K -158 -13%
BHWM
1156
Bar Harbor Wealth Management
New Hampshire
$350K
FOR
1157
Family Office Research
Maryland
$349K -$8.13K -27 -2%
FMLI
1158
Fukoku Mutual Life Insurance
Japan
$347K
SCP
1159
Sivia Capital Partners
California
$346K +$90.7K +301 +40%
NG
1160
Northstar Group
New York
$345K
PTP
1161
Platform Technology Partners
New York
$345K +$301 +1 +0.1%
OWM
1162
OneAscent Wealth Management
Alabama
$345K +$16K +53 +5%
C
1163
Covestor
United Kingdom
$344K +$54.2K +180 +21%
APP
1164
Avantax Planning Partners
Iowa
$344K +$12.7K +42 +4%
DAS
1165
Diversify Advisory Services
Utah
$344K -$58.7K -195 -16%
BAM
1166
Brave Asset Management
New Jersey
$343K
PPW
1167
Presilium Private Wealth
Pennsylvania
$343K +$47.6K +158 +18%
HAIM
1168
Hunter Associates Investment Management
Pennsylvania
$343K
BCM
1169
Brookstone Capital Management
Illinois
$341K +$13.9K +46 +5%
ONSWM
1170
Old North State Wealth Management
North Carolina
$341K +$13.6K +45 +5%
OIS
1171
OneAscent Investment Solutions
Alabama
$340K +$311K +1,033 New
TCOT
1172
Trust Company of Toledo
Ohio
$340K
CWA
1173
Clearview Wealth Advisors
Oregon
$339K
GLA
1174
Great Lakes Advisors
Illinois
$339K +$39.2K +130 +14%
CFA
1175
Cahill Financial Advisors
Minnesota
$338K