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Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
701
Steward Partners Investment Advisory
New York
$180K -$22.4K -748 -11%
SOW
702
State of Wyoming
Wyoming
$174K -$40.9K -1,366 -19%
SIM
703
Sentry Investment Management
Wisconsin
$172K +$13.5K +452 +9%
Bank Julius Baer & Co
704
Bank Julius Baer & Co
Switzerland
$160K -$336K -11,216 -68%
IPAM
705
ICICI Prudential Asset Management
India
$146K +$38.8K +1,296 +37%
LC
706
Lindbrook Capital
California
$139K +$15K +500 +12%
GRP
707
Global Retirement Partners
California
$133K +$38.8K +1,296 +42%
CA
708
Centerpoint Advisors
Massachusetts
$133K +$39.9K +1,332 +44%
Dimensional Fund Advisors
709
Dimensional Fund Advisors
Texas
$132K -$2.84M -94,990 -2%
SGA
710
Seaport Global Advisors
Massachusetts
$130K
QC
711
Quent Capital
New York
$125K +$2.04K +68 +2%
RFA
712
Register Financial Advisors
Georgia
$122K +$120K +4,000 New
MFG
713
Mendota Financial Group
Wisconsin
$121K +$119K +3,968 New
NHT
714
New Hampshire Trust
New Hampshire
$109K +$107K +3,566 New
WPWM
715
Western Pacific Wealth Management
Illinois
$108K +$45.5K +1,520 +76%
CB
716
CNB Bank
Pennsylvania
$105K +$104K +3,458 New
DFCM
717
Dark Forest Capital Management
Puerto Rico
$104K +$102K +3,414 New
BTI
718
Blue Trust Inc
Georgia
$102K -$2.87K -96 -5%
CTC
719
Central Trust Company
Missouri
$101K
BCMLT
720
Beacon Capital Management LLC (Tennessee)
Tennessee
$97.8K
AA
721
Alta Advisers
United Kingdom
$97K
Twin Tree Management
722
Twin Tree Management
Texas
$95.3K -$1.08M -35,982 -92%
TWM
723
Tradition Wealth Management
Minnesota
$94K +$240 +8 +0.3%
DWA
724
Dougherty Wealth Advisers
Minnesota
$91.6K
ZB
725
Zions Bancorporation
Utah
$89.1K -$479 -16 -0.5%