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Name Holding Trade Value Shares
Change
Change in
Stake
4WM
676
44 Wealth Management
Oregon
$333K +$793 +5 +0.2%
BPA
677
Beacon Pointe Advisors
California
$331K -$48.9K -308 -13%
GIA
678
Gateway Investment Advisers
Ohio
$331K +$1.43K +9 +0.4%
SAM
679
Strategy Asset Managers
California
$329K -$27.1K -171 -8%
IFU
680
iSAM Funds (UK)
United Kingdom
$328K +$325K +2,049 New
LRIA
681
Leonard Rickey Investment Advisors
Washington
$327K +$23.5K +148 +8%
PWM
682
Perigon Wealth Management
California
$326K -$14.8K -93 -4%
AIP
683
Ameritas Investment Partners
Nebraska
$323K
PA
684
Parallel Advisors
California
$321K +$55.5K +350 +21%
FPWM
685
FSB Premier Wealth Management
Iowa
$319K -$98.5K -621 -24%
LNC
686
Lincoln National Corp
Pennsylvania
$319K +$85.7K +540 +37%
PWA
687
Phoenix Wealth Advisors
North Carolina
$318K +$21.6K +136 +7%
WMA
688
Wealth Management Associates
New Jersey
$317K
HI
689
Horizon Investments
North Carolina
$315K -$234K -1,477 -43%
PTC
690
Private Trust Company
Ohio
$315K +$12.1K +76 +4%
MWPCG
691
Measured Wealth Private Client Group
New Hampshire
$315K +$312K +1,965 New
FMAEN1
692
Fund Management at Engine No 1
California
$314K +$28.6K +180 +10%
CI
693
Cigna Investments
Connecticut
$314K +$5.39K +34 +2%
PWMAG
694
Pinnacle Wealth Management Advisory Group
New Jersey
$314K +$44.1K +278 +17%
ST
695
Smithfield Trust
Pennsylvania
$309K +$1.59K +10 +0.5%
AWAP
696
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$302K -$7.93K -50 -3%
TAM
697
Trust Asset Management
Texas
$301K +$29.2K +184 +11%
CW
698
Channel Wealth
California
$295K +$293K +1,845 New
DFCM
699
Dark Forest Capital Management
Puerto Rico
$289K +$135K +853 +90%
FL
700
Fort LP
Maryland
$288K -$148K -933 -34%