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Name Holding Trade Value Shares
Change
Change in
Stake
CA
876
Claro Advisors
Massachusetts
$252K +$249K +2,772 New
NP
877
Nilsine Partners
Colorado
$251K -$1.17K -13 -0.5%
BWA
878
Basecamp Wealth Advisors
Washington
$251K – – –
PA
879
Probity Advisors
Texas
$250K -$3.41K -38 -1%
ZIM
880
Zacks Investment Management
Illinois
$250K – – –
FCBT
881
First Citizens Bank & Trust
North Carolina
$249K +$29K +323 +13%
SL
882
Summitry LLC
California
$246K +$243K +2,707 New
FNBSF
883
First National Bank Sioux Falls
South Dakota
$246K -$12.6K -140 -5%
BPWM
884
Badgley Phelps Wealth Managers
Washington
$246K -$7.19K -80 -3%
BFG
885
Beacon Financial Group
Texas
$245K +$1.44K +16 +0.6%
DWM
886
Destination Wealth Management
California
$244K +$19.3K +215 +9%
KF
887
Krilogy Financial
Missouri
$244K -$1.44K -16 -0.7%
BFM
888
Boothbay Fund Management
New York
$243K +$240K +2,669 New
MA
889
Mutual Advisors
Nebraska
$243K -$25.5K -284 -10%
CAG
890
Csenge Advisory Group
Florida
$243K +$240K +2,667 New
BMCM
891
Burns Matteson Capital Management
New York
$242K -$1.8K -20 -0.7%
VFA
892
Voya Financial Advisors
Connecticut
$242K -$381K -4,239 -61%
PDL
893
Portfolio Design Labs
California
$242K +$238K +2,654 New
QWP
894
Quotient Wealth Partners
Texas
$241K +$7.82K +87 +3%
AP
895
Arlington Partners
Alabama
$241K +$237K +2,643 New
FIA
896
Foundations Investment Advisors
Arizona
$240K -$49.7K -553 -17%
BDLIB
897
Banque de Luxembourg Investments (BLI)
Luxembourg
$240K – – –
VAS
898
Vestmark Advisory Solutions
Massachusetts
$239K -$259K -2,883 -52%
NC
899
nVerses Capital
Florida
$238K +$235K +2,617 New
LWA
900
Legacy Wealth Advisors
Florida
$238K +$235K +2,611 New