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Name Holding Trade Value Shares
Change
Change in
Stake
PPWP
901
Premier Path Wealth Partners
New Jersey
$290K +$1.18K +5 +0.4%
PL
902
Plancorp LLC
Missouri
$288K +$2.35K +10 +0.8%
B
903
Bellecapital
Switzerland
$287K -$109K -465 -27%
ECM
904
Evergreen Capital Management
Washington
$287K +$34.1K +145 +13%
GL
905
Graypoint LLC
New York
$285K +$22.6K +96 +8%
CL
906
CLG LLC
California
$283K +$296K +1,260 New
CAG
907
Crestwood Advisors Group
Massachusetts
$282K +$45.6K +194 +18%
Walleye Capital
908
Walleye Capital
New York
$281K -$4.11M -17,486 -93%
OPWM
909
Oregon Pacific Wealth Management
Oregon
$281K +$294K +1,252 New
CB
910
Cadence Bank
Mississippi
$281K – – –
SFS
911
Security Financial Services
Indiana
$281K +$12K +51 +4%
UB
912
UMB Bank
Missouri
$280K +$28.2K +120 +11%
VIA
913
Virtus Investment Advisers
Connecticut
$280K -$541K -2,300 -65%
IWA
914
IBEX Wealth Advisors
New Jersey
$279K +$292K +1,241 New
CL
915
CSS LLC
Illinois
$278K -$553K -2,350 -65%
SCA
916
Stillwater Capital Advisors
Pennsylvania
$278K – – –
SB
917
Strategic Blueprint
Georgia
$278K -$941 -4 -0.3%
GC
918
Grimes & Company
Massachusetts
$275K +$4.47K +19 +2%
MP
919
Moment Partners
California
$275K +$288K +1,225 New
FRA
920
Frank Rimerman Advisors
California
$275K +$3.53K +15 +1%
AW
921
Alteri Wealth
California
$275K +$287K +1,222 New
MMA
922
Miracle Mile Advisors
California
$273K +$286K +1,217 New
GSIS
923
Global Strategic Investment Solutions
Arizona
$271K – – –
SCM
924
Schnieders Capital Management
California
$271K – – –
Pzena Investment Management
925
Pzena Investment Management
New York
$271K +$283K +1,204 New