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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
926
Avior Wealth Management
Nebraska
$214K +$212K +2,356 New
SW
927
Simplicity Wealth
New Jersey
$213K +$210K +2,340 New
CFO
928
Cambient Family Office
Michigan
$213K +$210K +2,339 New
CFP
929
Catalyst Financial Partners
Massachusetts
$212K +$209K +2,330 New
FMLI
930
Fukoku Mutual Life Insurance
Japan
$212K – – –
MCM
931
Manchester Capital Management
Vermont
$211K +$42.9K +478 +26%
HH
932
Hilltop Holdings
Texas
$210K -$933K -10,382 -82%
GAG
933
GM Advisory Group
New York
$210K – – –
ACA
934
Aptus Capital Advisors
Alabama
$210K -$167K -1,857 -45%
AIM
935
Alhambra Investment Management
Florida
$210K -$16.1K -179 -7%
Fisher Asset Management
936
Fisher Asset Management
Washington
$210K -$235K -2,615 -53%
I2I
937
Insight 2811 Inc
Illinois
$209K -$8.98K -100 -4%
SIG
938
Sky Investment Group
Connecticut
$208K +$206K +2,289 New
TWIM
939
TIAA Wealth Investment Management
New York
$208K +$205K +2,286 New
NRI
940
NFP Retirement Inc
California
$206K +$203K +2,262 New
BA
941
Bridgewater Advisors
New York
$206K +$164K +1,827 New
DWP
942
Daymark Wealth Partners
Ohio
$205K -$53.1K -591 -21%
SA
943
SRH Advisors
Kansas
$205K +$90 +1 +0%
CAL
944
Capital Analysts LLC
Pennsylvania
$205K +$1.62K +18 +0.8%
PPW
945
Parcion Private Wealth
Washington
$205K +$202K +2,252 New
GIP
946
Greatmark Investment Partners
Georgia
$205K +$202K +2,250 New
LWCFA
947
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$204K – – –
PA
948
Pinnacle Associates
New York
$203K +$200K +2,228 New
MAWA
949
Moss Adams Wealth Advisors
Washington
$203K +$200K +2,227 New
Blackstone Inc
950
Blackstone Inc
New York
$201K +$199K +2,211 New