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Name Holding Trade Value Shares
Change
Change in
Stake
WA
876
Wealth Architects
California
$309K -$235 -1 -0.1%
NW
877
NewEdge Wealth
Pennsylvania
$308K -$6.82K -29 -2%
IA
878
Insight Advisors
Pennsylvania
$308K -$31.5K -134 -9%
MIM
879
Morningstar Investment Management
Illinois
$308K
AA
880
Armis Advisers
Georgia
$307K +$322K +1,368 New
BFM
881
Boothbay Fund Management
New York
$305K +$8.23K +35 +3%
TCOT
882
Trust Company of Toledo
Ohio
$305K +$78.5K +334 +33%
FFM
883
Forum Financial Management
Illinois
$303K
QC
884
Quadrature Capital
United Kingdom
$302K -$2.68M -11,409 -89%
NI
885
NDVR Inc
Massachusetts
$298K +$19.1K +81 +7%
SGI
886
Summit Global Investments
Utah
$297K
TWA
887
TCI Wealth Advisors
Arizona
$297K -$12K -51 -4%
USWIA
888
UP Strategic Wealth Investment Advisors
Pennsylvania
$295K -$32.2K -137 -9%
C
889
Certuity
Florida
$295K +$309K +1,315 New
BFS
890
Burr Financial Services
California
$295K
HOWA
891
Heritage Oak Wealth Advisors
Florida
$295K +$309K +1,312 New
MAM
892
McLean Asset Management
Virginia
$293K +$2.82K +12 +0.9%
BIG
893
Brooklyn Investment Group
New York
$293K -$7.05K -30 -2%
EWA
894
ERTS Wealth Advisors
Michigan
$293K -$2.82K -12 -0.9%
BFS
895
Bradley Foster & Sargent
Connecticut
$292K -$16.9K -72 -5%
DK
896
DJE Kapital
Germany
$292K +$306K +1,300 New
CG
897
CFO4Life Group
Texas
$291K +$20.5K +87 +7%
SYBT
898
Stock Yards Bank & Trust
Kentucky
$290K +$304K +1,291 New
PPWP
899
Premier Path Wealth Partners
New Jersey
$290K +$1.18K +5 +0.4%
PL
900
Plancorp LLC
Missouri
$288K +$2.35K +10 +0.8%