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Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
651
Carson Wealth (CWM LLC)
Nebraska
$209K -$1.2K -9 -0.6%
RCM
652
Raleigh Capital Management
North Carolina
$207K -$9.43K -71 -4%
APG
653
Abacus Planning Group
South Carolina
$206K +$202K +1,523 New
AWA
654
Arkadios Wealth Advisors
Georgia
$205K +$201K +1,516 New
OIA
655
OneDigital Investment Advisors
Kansas
$203K +$200K +1,502 New
BFPW
656
BOK Financial Private Wealth
Colorado
$203K
BL
657
Balentine LLC
Georgia
$203K +$199K +1,500 New
B
658
Bailard
California
$201K +$197K +1,486 New
BTI
659
Blue Trust Inc
Georgia
$199K +$134K +1,008 +144%
P8IP
660
Pier 88 Investment Partners
California
$196K
CT
661
Cambridge Trust
Massachusetts
$194K +$5.58K +42 +3%
PMFA
662
Plante Moran Financial Advisors
Michigan
$189K -$21.4K -161 -10%
TFP
663
Tilia Fiduciary Partners
North Carolina
$185K +$77.4K +583 +75%
HBT
664
Hills Bank & Trust
Iowa
$183K
Dimensional Fund Advisors
665
Dimensional Fund Advisors
Texas
$177K +$715K +5,386 +0.4%
MAM
666
Meeder Asset Management
Ohio
$172K -$199K -1,495 -54%
ASN
667
Advisory Services Network
Georgia
$171K +$168K +1,264 New
APW
668
Acima Private Wealth
Virginia
$169K
HB
669
Horizon Bancorp
Indiana
$168K +$165K +1,240 New
AP
670
Arlington Partners
Alabama
$168K
SWM
671
Spire Wealth Management
Virginia
$164K +$4.25K +32 +3%
APP
672
Alpha Paradigm Partners
Illinois
$164K +$161K +1,212 New
S
673
Seeyond
France
$163K -$531 -4 -0.3%
AF
674
Advisornet Financial
Minnesota
$161K +$4.78K +36 +3%
BAM
675
Belpointe Asset Management
Nevada
$159K +$156K +1,177 New