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Name Holding Trade Value Shares
Change
Change in
Stake
AIA
3126
Accelerate Investment Advisors
California
$306K -$17K -217 -5%
Skandinaviska Enskilda Banken (SEB)
3127
Skandinaviska Enskilda Banken (SEB)
Sweden
$304K -$97.4M -1,243,784 -100%
TWA
3128
Tulsa Wealth Advisors
Oklahoma
$304K -$140K -1,785 -31%
CP
3129
Clarendon Private
Massachusetts
$304K +$306K +3,913 New
CGA
3130
Crescent Grove Advisors
Illinois
$304K +$20.5K +262 +7%
KOC
3131
Koss-Olinger Consulting
Florida
$303K -$240K -3,062 -44%
Cohen & Steers
3132
Cohen & Steers
New York
$303K – – –
RWRC
3133
R.W. Roge & Company
New York
$303K – – –
MWA
3134
Motive Wealth Advisors
Michigan
$302K +$1.57K +20 +0.5%
LWA
3135
Lantern Wealth Advisors
New York
$302K -$98.8K -1,262 -24%
PCA
3136
Prosperity Capital Advisors
Ohio
$302K -$205K -2,622 -40%
OFG
3137
Oxford Financial Group
Indiana
$301K -$53.6K -685 -15%
KWA
3138
Kellett Wealth Advisors
Ohio
$301K -$5.01K -64 -2%
PWS
3139
Peterson Wealth Services
Utah
$300K +$45K +575 +17%
CNWM
3140
Clay Northam Wealth Management
California
$300K +$1.88K +24 +0.6%
SLP
3141
Storen Legacy Partners
Indiana
$300K -$235 -3 -0.1%
TW
3142
Traveka Wealth
California
$300K +$51.4K +657 +20%
LC
3143
Lincoln Capital
Nebraska
$299K – – –
KCM
3144
Key Capital Management
Tennessee
$299K +$33.1K +423 +12%
GWWM
3145
Great Waters Wealth Management
Minnesota
$298K – – –
CWMGP
3146
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$298K +$1.49K +19 +0.5%
JF
3147
JSF Financial
California
$297K +$7.51K +96 +3%
RWM
3148
Reston Wealth Management
Virginia
$297K -$705 -9 -0.2%
CFD
3149
Creative Financial Designs
Indiana
$297K +$61.7K +788 +26%
TCMP
3150
Thrive Capital Management (Pennsylvania)
Pennsylvania
$296K -$26.1K -334 -8%