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Name Holding Trade Value Shares
Change
Change in
Stake
JWCA
851
J.W. Coons Advisors
Ohio
$230K
LAS
852
LWM Advisory Services
Florida
$230K
Fiera Capital (Canada)
853
Fiera Capital (Canada)
Quebec, Canada
$230K +$224K +1,500 New
RWMG
854
Redwood Wealth Management Group
New Jersey
$229K -$7.46K -50 -3%
WKSWA
855
White Knight Strategic Wealth Advisors
New Jersey
$229K -$48.5K -325 -18%
QCG
856
Quadrant Capital Group
Ohio
$229K -$86.9K -582 -28%
CW
857
CreativeOne Wealth
Kansas
$229K +$223K +1,496 New
AIS
858
AM Investment Strategies
Tennessee
$227K
PIM
859
Plato Investment Management
Australia
$227K +$191K +1,279 +630%
SA
860
SL Advisors
New Jersey
$225K +$1.79K +12 +0.8%
DWT
861
Dorsey & Whitney Trust
South Dakota
$225K +$1.64K +11 +0.8%
BDA
862
Borer Denton & Associates
Pennsylvania
$224K +$2.24K +15 +1%
CCM
863
Coldstream Capital Management
Washington
$224K +$1.49K +10 +0.7%
CC
864
Corton Capital
Ontario, Canada
$224K +$218K +1,463 New
PA
865
Profund Advisors
Maryland
$221K -$38.7K -259 -15%
WOC
866
West Oak Capital
California
$220K
LIM
867
Longfellow Investment Management
Massachusetts
$220K
VAM
868
Verity Asset Management
North Carolina
$219K
VHAM
869
Van Hulzen Asset Management
California
$219K
IA
870
IFP Advisors
Florida
$218K +$28.4K +190 +15%
AWM
871
Avior Wealth Management
Nebraska
$216K +$150K +1,002 +244%
WJWM
872
Williams Jones Wealth Management
New York
$216K
BWM
873
Baron Wealth Management
Michigan
$216K
MMM
874
Mendel Money Management
Illinois
$216K
AMG
875
Advisors Management Group
Wisconsin
$215K -$26.1K -175 -11%