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Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
726
Steward Partners Investment Advisory
New York
$222K
GRP
727
Global Retirement Partners
California
$222K +$42.2K +1,240 +28%
IA
728
IFP Advisors
Florida
$219K -$1.18M -34,780 -82%
MPCG
729
Matrix Private Capital Group
New York
$219K -$43.5K -1,280 -18%
HFM
730
Harvest Fund Management
China
$216K +$150K +4,418 +331%
BFO
731
Boston Family Office
Massachusetts
$216K +$195K +5,728 New
MG
732
Mather Group
Illinois
$216K +$195K +5,738 New
FHA
733
Flagship Harbor Advisors
Massachusetts
$213K +$193K +5,672 New
SWP
734
Stratos Wealth Partners
Ohio
$212K +$192K +5,646 New
MPWT
735
MassMutual Private Wealth & Trust
Connecticut
$212K +$106K +3,114 +123%
SIM
736
Sentry Investment Management
Wisconsin
$212K
EFG
737
Everhart Financial Group
Ohio
$210K +$190K +5,584 New
FW
738
FirstPurpose Wealth
Utah
$210K +$190K +5,580 New
VSQM
739
V-Square Quantitative Management
Illinois
$210K +$189K +5,572 New
RWM
740
RBA Wealth Management
California
$209K +$189K +5,556 New
DWT
741
Dorsey & Whitney Trust
South Dakota
$209K +$189K +5,552 New
OIA
742
OneDigital Investment Advisors
Kansas
$208K +$188K +5,528 New
1IA
743
1834 Investment Advisors
Wisconsin
$208K +$188K +5,526 New
BJL
744
Brighton Jones LLC
Washington
$208K +$188K +5,526 New
AFT
745
Alpha Family Trust
California
$207K +$187K +5,510 New
Koshinski Asset Management
746
Koshinski Asset Management
Illinois
$206K -$81.5K -2,398 -30%
C
747
Covestor
United Kingdom
$206K -$126K -3,710 -40%
KCPG
748
Kavar Capital Partners Group
Kansas
$203K +$184K +5,400 New
FFM
749
Forum Financial Management
Illinois
$203K +$183K +5,392 New
TA
750
Tiedemann Advisors
New York
$201K +$182K +5,350 New