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Name Holding Trade Value Shares
Change
Change in
Stake
SC
1451
Sepio Capital
Utah
$244K -$933 -16 -0.4%
PP
1452
PDS Planning
Ohio
$243K +$225K +3,864 New
TWM
1453
Trueblood Wealth Management
Ohio
$242K +$58 +1 +0%
SWA
1454
Stratos Wealth Advisors
Ohio
$240K -$179K -3,062 -45%
KA
1455
Klingman & Associates
New York
$239K -$70.8K -1,214 -24%
AI
1456
AXS Investments
New York
$238K +$3.62K +62 +2%
MM
1457
MQS Management
New York
$237K +$220K +3,763 New
HB
1458
HTLF Bank
Colorado
$235K -$23.7K -407 -10%
ICMM
1459
Integrated Capital Management (Michigan)
Michigan
$234K +$217K +3,723 New
GITFIT
1460
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$233K
IDBONY
1461
Israel Discount Bank of New York
New York
$232K +$10.2K +174 +5%
ABLA
1462
Alan B. Lancz & Associates
Ohio
$232K
NA
1463
Navellier & Associates
Nevada
$231K
WF
1464
WoodTrust Financial
Wisconsin
$231K +$214K +3,667 New
NL
1465
NWAM LLC
Washington
$230K +$213K +3,655 New
CA
1466
CoreCap Advisors
Michigan
$229K +$213K +3,649 New
AFA
1467
AA Financial Advisors
Ohio
$229K
MAM
1468
Marquette Asset Management
Minnesota
$228K +$212K +3,630 New
NP
1469
Nilsine Partners
Colorado
$226K -$79.6K -1,365 -28%
PPP
1470
Private Portfolio Partners
New Jersey
$225K +$209K +3,581 New
RPWA
1471
Regent Peak Wealth Advisors
Georgia
$224K -$6.53K -112 -3%
CGL
1472
Clarius Group LLC
Washington
$223K -$299K -5,128 -59%
JFGIW
1473
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$223K +$121K +2,071 +141%
LFG
1474
Larson Financial Group
Missouri
$223K +$149K +2,555 +259%
GPWA
1475
Great Point Wealth Advisors
Massachusetts
$222K