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Name Holding Trade Value Shares
Change
Change in
Stake
GWM
701
Geneos Wealth Management
Colorado
$342K -$3.12K -22 -0.9%
CT
702
Coastline Trust
Rhode Island
$341K
EWM
703
Empirical Wealth Management
Washington
$341K
AR
704
Apeiron RIA
Texas
$339K +$9.23K +65 +3%
HBT
705
Hills Bank & Trust
Iowa
$338K -$19.7K -139 -5%
CS
706
Comerica Securities
Michigan
$338K +$341K +2,406 New
QT
707
Quantamental Technologies
New York
$337K +$341K +2,405 New
PBC
708
Pavion Blue Capital
California
$337K
GI
709
GAMCO Investors
Connecticut
$337K +$340K +2,399 New
TMAM
710
Tokio Marine Asset Management
Japan
$336K +$26K +183 +8%
HPC
711
HM Payson & Co
Maine
$336K -$14.2K -100 -4%
IB
712
Intrust Bank
Kansas
$335K -$62.5K -440 -16%
BSB
713
Bangor Savings Bank
Maine
$335K
CCG
714
Coastwise Capital Group
California
$334K +$30.8K +217 +10%
CMI
715
Clare Market Investments
Texas
$333K -$90K -634 -21%
AWM
716
Apollon Wealth Management
South Carolina
$333K -$11.6K -82 -3%
RI
717
Ridgewood Investments
New Jersey
$332K -$224K -1,577 -40%
VFA
718
Valeo Financial Advisors
Indiana
$331K -$7.1K -50 -2%
BFC
719
Bedel Financial Consulting
Indiana
$330K
OFG
720
OmniStar Financial Group
North Carolina
$329K -$31.4K -221 -9%
APP
721
Avantax Planning Partners
Iowa
$329K -$4.4K -31 -1%
TA
722
TrueWealth Advisors
Alabama
$329K +$284 +2 +0.1%
SWM
723
Spire Wealth Management
Virginia
$329K +$142K +999 +74%
KMWM
724
Keudell/Morrison Wealth Management
Oregon
$327K +$1.7K +12 +0.5%
GIA
725
Guyasuta Investment Advisors
Pennsylvania
$326K -$13.5K -95 -4%