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Name Holding Trade Value Shares
Change
Change in
Stake
BIA
1101
Beacon Investment Advisors
Maryland
$243K +$386 +2 +0.2%
EW
1102
Evoke Wealth
California
$242K +$227K +1,178 New
GIA
1103
GHP Investment Advisors
Colorado
$242K +$21.8K +113 +11%
SMA
1104
Sage Mountain Advisors
Georgia
$241K +$226K +1,171 New
BJL
1105
Brighton Jones LLC
Washington
$239K +$224K +1,160 New
IFG
1106
Independent Financial Group
California
$238K -$13.1K -68 -6%
WBC
1107
Westpac Banking Corp
Australia
$237K – – –
SQA
1108
Simon Quick Advisors
New Jersey
$237K +$222K +1,150 New
LP
1109
LMR Partners
United Kingdom
$237K -$1.23M -6,394 -85%
CCG
1110
Catalina Capital Group
California
$236K +$221K +1,147 New
BCM
1111
Brookmont Capital Management
Texas
$236K +$386 +2 +0.2%
1WA
1112
180 Wealth Advisors
Washington
$236K -$12.3K -64 -5%
FWA
1113
FSM Wealth Advisors
Ohio
$235K +$220K +1,139 New
CCA
1114
Childress Capital Advisors
Texas
$235K -$7.14K -37 -3%
EC
1115
EntryPoint Capital
New York
$234K +$220K +1,138 New
SAI
1116
Savvy Advisors Inc
New York
$234K +$219K +1,135 New
EL
1117
EWA LLC
Pennsylvania
$233K +$772 +4 +0.4%
T
1118
TOBAM
France
$233K +$19.3K +100 +10%
SVWAG
1119
Sound View Wealth Advisors Group
Georgia
$232K +$217K +1,127 New
CFD
1120
Creative Financial Designs
Indiana
$232K -$7.53K -39 -3%
IC
1121
Iconiq Capital
California
$231K +$217K +1,124 New
IEFM
1122
IQ EQ Fund Management
Ireland
$231K +$217K +1,124 New
CMBA
1123
C.M. Bidwell & Associates
Hawaii
$231K +$3.09K +16 +1%
TIA
1124
Tiemann Investment Advisors
California
$230K -$3.09K -16 -1%
KP
1125
Keel Point
Alabama
$229K -$109K -567 -34%