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Name Holding Trade Value Shares
Change
Change in
Stake
HEIP
2301
Hudson Edge Investment Partners
New Jersey
$857K -$56.6K -375 -6%
LFG
2302
Larson Financial Group
Missouri
$855K +$79.5K +527 +11%
CAM
2303
Cozad Asset Management
Illinois
$854K +$1.21K +8 +0.1%
MAWA
2304
Moss Adams Wealth Advisors
Washington
$854K +$11.2K +74 +1%
HJGA
2305
Hardman Johnston Global Advisors
Connecticut
$852K
CWA
2306
CM Wealth Advisors
Ohio
$850K +$203K +1,342 +35%
CF
2307
Clarity Financial
Texas
$849K +$55.8K +370 +7%
BWP
2308
Barlow Wealth Partners
Kentucky
$847K -$141K -932 -15%
AO
2309
Advisor OS
Illinois
$847K +$96.6K +640 +14%
FFC
2310
First Financial Corp
Indiana
$847K -$29.6K -196 -4%
TWD
2311
True Wealth Design
Ohio
$845K +$18.1K +120 +2%
Walleye Trading
2312
Walleye Trading
New York
$844K -$10M -66,367 -93%
KC
2313
Kingfisher Capital
North Carolina
$844K +$7.54K +50 +0.9%
BWM
2314
BCS Wealth Management
Tennessee
$844K +$31.5K +209 +4%
LWM
2315
Lakeridge Wealth Management
Ohio
$843K -$68.7K -455 -8%
GG
2316
Greenwood Gearhart
Arkansas
$843K +$93K +616 +13%
CAM
2317
CPA Asset Management
Florida
$843K
WAM
2318
WFA Asset Management
Wisconsin
$841K -$43.5K -288 -5%
AA
2319
Auxano Advisors
Washington
$840K -$56.6K -375 -7%
WDG
2320
Wealth Dimensions Group
Ohio
$840K -$31.7K -210 -4%
TF
2321
Trek Financial
Arizona
$839K +$285K +1,887 +55%
CSWM
2322
Cassady Schiller Wealth Management
Ohio
$838K +$99K +656 +14%
SP
2323
Stonebrook Private
Michigan
$836K -$7.7K -51 -1%
RCG
2324
Regatta Capital Group
California
$835K +$104K +688 +15%
SP
2325
Saranac Partners
$833K +$77K +510 +11%