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Name Holding Trade Value Shares
Change
Change in
Stake
CIA
1151
Compass Ion Advisors
Pennsylvania
$206K +$234K +1,218 New
WEG
1152
World Equity Group
Illinois
$206K +$233K +1,216 New
PWMAG
1153
Pinnacle Wealth Management Advisory Group
New Jersey
$205K -$7.48K -39 -3%
SVWAG
1154
Sound View Wealth Advisors Group
Georgia
$204K -$1.34K -7 -0.6%
SIM
1155
Stratos Investment Management
Ohio
$204K +$231K +1,203 New
CST
1156
Charles Schwab Trust
Nevada
$203K – – –
MWM
1157
Mattern Wealth Management
Kansas
$203K – – –
VWM
1158
VanWeelden Wealth Management
Ohio
$203K – – –
SWM
1159
Sendero Wealth Management
Texas
$202K +$1.15K +6 +0.5%
GIA
1160
GHP Investment Advisors
Colorado
$202K +$1.15K +6 +0.5%
BWM
1161
Base Wealth Management
Florida
$202K +$383 +2 +0.2%
TWIM
1162
TIAA Wealth Investment Management
New York
$201K +$228K +1,190 New
GM
1163
GeoWealth Management
Illinois
$198K +$36K +188 +19%
MUMSS
1164
Mitsubishi UFJ Morgan Stanley Securities
Japan
$188K -$3.45K -18 -2%
CMBA
1165
C.M. Bidwell & Associates
Hawaii
$185K -$1.53K -8 -0.7%
YP
1166
YANKCOM Partnership
South Dakota
$183K +$80.1K +418 +63%
OWP
1167
ORG Wealth Partners
Texas
$176K -$23K -120 -10%
OL
1168
OneFund LLC
Florida
$161K -$7.48K -39 -4%
RFP
1169
Root Financial Partners
California
$160K +$4.79K +25 +3%
QC
1170
Quent Capital
New York
$152K +$38K +198 +28%
HI
1171
Harbour Investments
Wisconsin
$150K +$55.2K +288 +48%
BTI
1172
Blue Trust Inc
Georgia
$150K -$265K -1,382 -61%
SOAM
1173
SBI Okasan Asset Management
Japan
$149K – – –
GAA
1174
Global Assets Advisory
Florida
$140K +$158K +826 New
HBT
1175
Hills Bank & Trust
Iowa
$139K – – –