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Name Holding Trade Value Shares
Change
Change in
Stake
1SB
1151
1ST Source Bank
Indiana
$207K -$47.5K -275 -18%
CAM
1152
Clark Asset Management
New Hampshire
$207K
HIA
1153
Harbor Investment Advisory
Maryland
$207K
EL
1154
EWA LLC
Pennsylvania
$207K +$210K +1,215 New
SLC
1155
Second Line Capital
Louisiana
$207K -$15.6K -90 -7%
CWA
1156
CM Wealth Advisors
Ohio
$206K +$210K +1,212 New
WA
1157
Wealth Alliance
New York
$206K +$209K +1,208 New
CIA
1158
Compass Ion Advisors
Pennsylvania
$205K -$2.42K -14 -1%
BW
1159
Blalock Williams
Alabama
$205K -$131K -755 -39%
CST
1160
Charles Schwab Trust
Nevada
$204K
MWM
1161
Mattern Wealth Management
Kansas
$204K
VWM
1162
VanWeelden Wealth Management
Ohio
$204K
IWC
1163
Infinity Wealth Counsel
Ohio
$204K +$207K +1,200 New
BWM
1164
Base Wealth Management
Florida
$203K +$519 +3 +0.3%
PWG
1165
Portside Wealth Group
Utah
$203K -$185K -1,069 -47%
ICP
1166
Interchange Capital Partners
Pennsylvania
$202K +$206K +1,189 New
LA
1167
Lifeworks Advisors
Michigan
$202K +$206K +1,189 New
JSAM
1168
J. Safra Asset Management
New York
$202K -$57.2K -331 -22%
SWM
1169
Sendero Wealth Management
Texas
$201K -$2.77K -16 -1%
PAS
1170
PKS Advisory Services
New York
$201K +$204K +1,179 New
AFG
1171
Altiora Financial Group
Ohio
$200K +$204K +1,178 New
TAP
1172
Tounjian Advisory Partners
Florida
$190K +$193K +1,119 New
MUMSS
1173
Mitsubishi UFJ Morgan Stanley Securities
Japan
$189K
TFA
1174
Transamerica Financial Advisors
Florida
$187K -$118K -684 -38%
SIA
1175
Strategic Investment Advisors
Michigan
$186K +$189K +1,093 New