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Name Holding Trade Value Shares
Change
Change in
Stake
PWA
701
Phoenix Wealth Advisors
North Carolina
$247K +$144 +1 +0.1%
ETM
702
Euclidean Technologies Management
Washington
$245K
MCC
703
Malaga Cove Capital
California
$241K
HAIM
704
Hunter Associates Investment Management
Pennsylvania
$239K
SAM
705
Sompo Asset Management
Japan
$236K +$251K +1,750 New
SAM
706
Seelaus Asset Management
New Jersey
$233K
AWM
707
Avior Wealth Management
Nebraska
$233K +$8.9K +62 +4%
LNC
708
Lincoln National Corp
Pennsylvania
$233K +$247K +1,720 New
FFN
709
Focus Financial Network
Minnesota
$232K
CA
710
Commerzbank Aktiengesellschaft
Germany
$232K +$246K +1,711 New
EI
711
Ethic Inc
New York
$231K -$45.8K -319 -16%
TWP
712
Total Wealth Planning
Ohio
$231K
TAM
713
Trust Asset Management
Texas
$230K +$17.4K +121 +8%
PA
714
Parallel Advisors
California
$229K -$3.16K -22 -1%
FMWA
715
Forvis Mazars Wealth Advisors
Missouri
$229K
BCM
716
Boltwood Capital Management
California
$229K +$243K +1,691 New
WI
717
Wahed Invest
New York
$227K +$11.6K +81 +5%
AWM
718
Aberdeen Wealth Management
Illinois
$226K
BAM
719
Blueshift Asset Management
New Jersey
$224K -$1.6M -11,170 -87%
SWM
720
Spire Wealth Management
Virginia
$224K -$410K -2,853 -63%
RTC
721
Riverview Trust Company
Washington
$224K
AT
722
Arvest Trust
Oklahoma
$224K +$718 +5 +0.3%
WAM
723
Watershed Asset Management
California
$224K +$238K +1,654 New
EFG
724
Everhart Financial Group
Ohio
$223K +$22.1K +154 +10%
MHS
725
M Holdings Securities
Oregon
$222K -$1.44K -10 -0.6%