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Name Holding Trade Value Shares
Change
Change in
Stake
GWM
2526
Greenwich Wealth Management
Connecticut
$234K -$29.4K -235 -11%
TC
2527
Tatro Capital
Kentucky
$234K +$236K +1,885 New
OCAM
2528
Onex Canada Asset Management
Ontario, Canada
$232K -$7.88K -63 -3%
CCM
2529
Chiron Capital Management
Florida
$232K +$234K +1,870 New
KPWG
2530
KFA Private Wealth Group
Virginia
$231K -$20K -160 -8%
JWM
2531
JGP Wealth Management
Oregon
$231K -$3.5K -28 -1%
LCC
2532
Lincoln Capital Corp
Rhode Island
$231K +$232K +1,860 New
AP
2533
Adero Partners
California
$230K +$232K +1,853 New
DS
2534
DRW Securities
Illinois
$230K +$232K +1,855 New
GCP
2535
Gill Capital Partners
Colorado
$229K -$6.25K -50 -3%
GA
2536
Geller Advisors
New York
$229K +$230K +1,844 New
HPIA
2537
Hamilton Point Investment Advisors
North Carolina
$226K
GPA
2538
Guidance Point Advisors
Massachusetts
$225K -$1.13K -9 -0.5%
EW
2539
Element Wealth
Mississippi
$225K +$226K +1,810 New
FTUS
2540
Flow Traders U.S.
New York
$225K +$226K +1,812 New
TF
2541
TRH Financial
Iowa
$224K +$3.88K +31 +2%
OWM
2542
Opes Wealth Management
California
$223K -$25K -200 -10%
Cohen & Steers
2543
Cohen & Steers
New York
$223K
CA
2544
Crewe Advisors
Utah
$223K +$188K +1,502 +502%
CHP
2545
Cable Hill Partners
Oregon
$223K +$225K +1,798 New
DE
2546
Day & Ennis
Georgia
$222K +$224K +1,789 New
SFA
2547
Souders Financial Advisors
Ohio
$221K +$194K +1,555 New
HHRDM
2548
H&H Retirement Design & Management
Nevada
$221K +$222K +1,777 New
EI
2549
Ellevest Inc
New York
$220K -$68.1K -545 -23%
FPIS
2550
Financial Planning & Information Services
Wisconsin
$220K +$222K +1,773 New