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Name Holding Trade Value Shares
Change
Change in
Stake
HWMO
726
Heritage Wealth Management (Ohio)
Ohio
$218K +$869 +8 +0.4%
BHWM
727
Bar Harbor Wealth Management
New Hampshire
$217K -$49.6K -457 -18%
RPC
728
Rossmore Private Capital
Connecticut
$217K
UAS
729
United Asset Strategies
New York
$216K -$4.24M -39,055 -95%
RPGK
730
Retirement Planning Group (Kansas)
Kansas
$216K -$26.4K -243 -10%
DWP
731
Daymark Wealth Partners
Ohio
$215K -$30.4K -280 -12%
EM
732
Excalibur Management
Massachusetts
$215K -$25.4K -234 -10%
HFAS
733
Hummer Financial Advisory Services
Illinois
$214K
AFG
734
Atomi Financial Group
New York
$214K +$14K +129 +6%
AGA
735
Accuvest Global Advisors
Utah
$214K +$231K +2,126 New
CCA
736
Cadent Capital Advisors
Oklahoma
$214K +$1.3K +12 +0.6%
EF
737
Exeter Financial
Arizona
$213K -$387K -3,569 -63%
UAML
738
US Asset Management LLC
Pennsylvania
$212K -$1.52K -14 -0.7%
WorldQuant Millennium Advisors
739
WorldQuant Millennium Advisors
New York
$212K -$47.8M -440,450 -100%
GPA
740
Garrison Point Advisors
California
$212K
APA
741
Astoria Portfolio Advisors
New York
$212K +$181K +1,669 New
WTC
742
WhitTier Trust Company
Nevada
$211K +$119K +1,100 +110%
PCIA
743
Prime Capital Investment Advisors
Kansas
$210K -$17.9K -165 -7%
PA
744
PharVision Advisers
Florida
$210K +$226K +2,082 New
NS
745
NBC Securities
Alabama
$209K -$28.1K -259 -11%
ZIG
746
Zullo Investment Group
Pennsylvania
$208K -$72.5K -668 -24%
Envestnet Portfolio Solutions
747
Envestnet Portfolio Solutions
Illinois
$208K +$13.2K +122 +6%
IWA
748
IVC Wealth Advisors
Pennsylvania
$208K -$34.8K -321 -13%
BBHC
749
Brown Brothers Harriman & Co
New York
$208K +$120K +1,107 +116%
SC
750
Searle & Co
Connecticut
$206K -$21.7K -200 -9%