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Name Holding Trade Value Shares
Change
Change in
Stake
YIA
1126
YHB Investment Advisors
Connecticut
$229K +$232K +1,344 New
Koshinski Asset Management
1127
Koshinski Asset Management
Illinois
$228K -$6.05K -35 -3%
N
1128
Natixis
France
$227K -$15.5M -89,827 -99%
CWP
1129
Cyndeo Wealth Partners
Florida
$227K -$6.74K -39 -3%
NC
1130
nVerses Capital
Florida
$227K -$564K -3,260 -71%
PWMAG
1131
Pinnacle Wealth Management Advisory Group
New Jersey
$227K +$21.3K +123 +10%
SCM
1132
Semanteon Capital Management
Massachusetts
$225K +$228K +1,320 New
SAM
1133
Sagewood Asset Management
New York
$224K +$228K +1,318 New
BRWA
1134
B. Riley Wealth Advisors
Florida
$224K -$9.51K -55 -4%
LIM
1135
Leavell Investment Management
Alabama
$224K +$227K +1,315 New
FC
1136
Financial Council
Maryland
$223K – – –
FMLI
1137
Fukoku Mutual Life Insurance
Japan
$223K +$227K +1,311 New
AA
1138
Alta Advisers
United Kingdom
$222K – – –
CIAS
1139
Capital Investment Advisory Services
North Carolina
$222K +$226K +1,308 New
OCA
1140
OpenArc Corporate Advisory
Georgia
$221K +$6.05K +35 +3%
Fidelity International
1141
Fidelity International
Bermuda
$220K -$1.26M -7,273 -85%
GM
1142
GeoWealth Management
Illinois
$220K +$21.8K +126 +11%
MCM
1143
Monument Capital Management
Virginia
$219K +$8.47K +49 +4%
GFWA
1144
Grey Fox Wealth Advisors
Delaware
$218K +$221K +1,280 New
PAW
1145
Plan A Wealth
Nebraska
$216K +$220K +1,272 New
FAM
1146
Frontier Asset Management
Wyoming
$216K +$220K +1,271 New
PCS
1147
Personal CFO Solutions
New Jersey
$216K -$15K -87 -6%
LSA
1148
Leonteq Securities AG
Switzerland
$213K +$116K +669 +114%
NAM
1149
NorthCrest Asset Manangement
Minnesota
$213K +$208K +1,201 New
SIA
1150
Spectrum Investment Advisors
Wisconsin
$213K +$217K +1,254 New