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Name Holding Trade Value Shares
Change
Change in
Stake
PPWP
901
Premier Path Wealth Partners
New Jersey
$363K +$4.02K +16 +1%
CG
902
CFO4Life Group
Texas
$363K +$3.27K +13 +1%
MAM
903
McLean Asset Management
Virginia
$362K +$3.27K +13 +1%
Bradley Foster & Sargent
904
Bradley Foster & Sargent
Connecticut
$362K – – –
Smartleaf Asset Management
905
Smartleaf Asset Management
Massachusetts
$358K +$48.5K +193 +17%
PCM
906
Prelude Capital Management
New York
$355K -$103K -410 -24%
B
907
Bellecapital
Switzerland
$355K – – –
Simon Quick Advisors
908
Simon Quick Advisors
New Jersey
$354K +$84.4K +336 +36%
SAM
909
Sompo Asset Management
Japan
$353K -$62.8K -250 -16%
BRWA
910
B. Riley Wealth Advisors
Florida
$352K +$318K +1,265 New
CL
911
CLG LLC
California
$351K +$502 +2 +0.2%
Howard Capital Management
912
Howard Capital Management
Georgia
$348K -$37.4K -149 -11%
CB
913
Cadence Bank
Mississippi
$348K – – –
EWA
914
ERTS Wealth Advisors
Michigan
$347K -$13.3K -53 -4%
VEA
915
Virtus ETF Advisers
New York
$346K +$312K +1,244 New
CSPIA
916
Cary Street Partners Investment Advisory
Virginia
$345K +$217K +864 +229%
MCP
917
Martin Capital Partners
Oregon
$345K +$74.9K +298 +32%
PCM
918
Permanent Capital Management
Illinois
$344K +$12.1K +48 +4%
SCA
919
Stillwater Capital Advisors
Pennsylvania
$344K – – –
C
920
Certuity
Florida
$343K -$20.8K -83 -6%
Grimes & Company
921
Grimes & Company
Massachusetts
$342K +$502 +2 +0.2%
Fisher Asset Management
922
Fisher Asset Management
Washington
$340K +$32.7K +130 +12%
Vident Advisory
923
Vident Advisory
Georgia
$336K -$1M -3,989 -77%
GSIS
924
Global Strategic Investment Solutions
Arizona
$336K – – –
OPWM
925
Oregon Pacific Wealth Management
Oregon
$334K -$12.6K -50 -4%