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Name Holding Trade Value Shares
Change
Change in
Stake
ORG
226
Optimist Retirement Group
Washington
$1.94M +$1.74K +16 +0.1%
TPCW
227
TD Private Client Wealth
New York
$1.9M -$32.1K -296 -2%
Balyasny Asset Management
228
Balyasny Asset Management
Illinois
$1.89M +$2.03M +18,693 New
BHPW
229
Beverly Hills Private Wealth
California
$1.88M -$27.8K -256 -1%
FGC
230
Financial Gravity Companies
Texas
$1.86M +$2M +18,463 New
AI
231
Atom Investors
Texas
$1.85M +$1.99M +18,318 New
PFS
232
Prospera Financial Services
Texas
$1.84M +$52K +479 +3%
LF
233
Lantz Financial
Illinois
$1.84M +$339K +3,129 +21%
CA
234
Callahan Advisors
Texas
$1.83M -$56.7K -523 -3%
PF
235
Phoenix Financial
Israel
$1.81M +$1.95M +18,000 New
FFA
236
Farther Finance Advisors
California
$1.78M -$111K -1,021 -5%
Northwestern Mutual Wealth Management
237
Northwestern Mutual Wealth Management
Wisconsin
$1.77M +$142K +1,311 +8%
BWM
238
BCGM Wealth Management
Indiana
$1.75M +$478K +4,410 +34%
SFA
239
Semmax Financial Advisors
North Carolina
$1.73M -$503K -4,637 -23%
MA
240
Montag & Associates
Georgia
$1.72M -$55.8K -514 -3%
CCM
241
Chiron Capital Management
Florida
$1.71M -$86.9K -801 -4%
VFA
242
Voya Financial Advisors
Connecticut
$1.71M +$93K +857 +5%
CTC
243
Central Trust Company
Missouri
$1.7M -$16.2K -149 -0.9%
HCM
244
Hutner Capital Management
Vermont
$1.69M -$103K -948 -5%
OPA
245
Old Port Advisors
Maine
$1.67M +$276K +2,548 +18%
Vanguard Personalized Indexing Management
246
Vanguard Personalized Indexing Management
California
$1.67M +$105K +965 +6%
SIG
247
Sky Investment Group
Connecticut
$1.67M -$85.8K -791 -5%
CIA
248
Concurrent Investment Advisors
Florida
$1.66M +$205K +1,885 +13%
OC
249
Oppenheimer & Co
New York
$1.66M +$152K +1,399 +9%
SC
250
Sepio Capital
Utah
$1.63M -$19.2K -177 -1%