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Name Holding Trade Value Shares
Change
Change in
Stake
BAAM
776
Baker Avenue Asset Management
California
$225K -$65.1K -592 -22%
G
777
GenTrust
Florida
$224K -$133K -1,208 -37%
CI
778
Conning Inc
Connecticut
$223K +$229K +2,084 New
AWM
779
Aprio Wealth Management
Georgia
$223K +$13.4K +122 +6%
KWM
780
Keebeck Wealth Management
Illinois
$221K -$2.64K -24 -1%
BONST
781
Bank of Nova Scotia Trust
Ontario, Canada
$220K +$226K +2,059 New
KCP
782
Kera Capital Partners
California
$219K -$45.5K -414 -17%
TPA
783
Trivium Point Advisory
Connecticut
$216K +$223K +2,023 New
DT
784
Diversified Trust
Tennessee
$215K -$1.29M -11,720 -85%
KPWS
785
Kestra Private Wealth Services
Texas
$214K +$6.6K +60 +3%
PWMA
786
Pension & Wealth Management Advisors
Massachusetts
$212K +$48K +436 +28%
HIP
787
HUB Investment Partners
Texas
$212K +$218K +1,983 New
TDC
788
Thompson Davis & Co
Virginia
$211K +$217K +1,975 New
EFA
789
Evernest Financial Advisors
Indiana
$209K -$43.5K -395 -17%
CFG
790
Citizens Financial Group
Rhode Island
$209K +$215K +1,954 New
BWA
791
Basecamp Wealth Advisors
Washington
$209K +$5.61K +51 +3%
MFWP
792
Mosaic Family Wealth Partners
Missouri
$209K +$214K +1,949 New
7WCP
793
71 West Capital Partners
Massachusetts
$207K +$213K +1,939 New
CC
794
Centiva Capital
New York
$207K -$758K -6,893 -78%
AHL
795
Abel Hall LLC
Louisiana
$207K +$212K +1,930 New
GPA
796
Guerra Pan Advisors
New Jersey
$206K
WRPWM
797
Werba Rubin Papier Wealth Management
California
$205K +$211K +1,916 New
PCP
798
Proficio Capital Partners
Massachusetts
$205K +$211K +1,915 New
William Blair & Company
799
William Blair & Company
Illinois
$204K +$210K +1,909 New
FFA
800
Fragasso Financial Advisors
Pennsylvania
$203K +$209K +1,898 New