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Name Holding Trade Value Shares
Change
Change in
Stake
LL
1176
LPWM LLC
Minnesota
$320K – – –
PL
1177
Parthenon LLC
Kentucky
$319K – – –
CGL
1178
Clarius Group LLC
Washington
$319K +$2.29K +9 +0.8%
IA
1179
IFP Advisors
Florida
$318K +$30.5K +120 +11%
MC
1180
Martin Currie
United Kingdom
$317K -$899K -3,537 -75%
IA
1181
Insight Advisors
Pennsylvania
$316K – – –
KWA
1182
Kingswood Wealth Advisors
California
$315K -$23.6K -93 -7%
SCM
1183
Schnieders Capital Management
California
$314K +$55.2K +217 +23%
DL
1184
DOHJ LLC
Washington
$314K +$335K +1,319 New
BWM
1185
Bullock Wealth Management
Indiana
$313K -$18.8K -74 -6%
WWM
1186
Western Wealth Management
Colorado
$313K +$11.4K +45 +4%
ABC
1187
Associated Banc-Corp
Wisconsin
$313K -$21.4K -84 -7%
FCP
1188
Fidelis Capital Partners
Florida
$312K +$27.2K +107 +10%
FB
1189
Fulton Bank
Pennsylvania
$310K -$5.34K -21 -2%
VPP
1190
Vertex Planning Partners
Illinois
$309K – – –
LAM
1191
L2 Asset Management
Massachusetts
$307K +$15.5K +61 +6%
IC
1192
Iconiq Capital
California
$307K +$46K +181 +19%
WMA
1193
West Michigan Advisors
Michigan
$307K +$30.2K +119 +12%
UIA
1194
Ulland Investment Advisors
Minnesota
$306K – – –
GHAM
1195
Gilman Hill Asset Management
Connecticut
$304K +$287K +1,130 New
NEWAS
1196
N.E.W. Advisory Services
Wisconsin
$304K -$58.5K -230 -17%
SPF
1197
South Plains Financial
Texas
$304K +$47.5K +187 +20%
PFA
1198
Pure Financial Advisors
California
$302K +$35.1K +138 +14%
CNBT
1199
Canandaigua National Bank & Trust
New York
$300K +$21.9K +86 +8%
HTC
1200
Haverford Trust Company
Pennsylvania
$299K -$66.1K -260 -19%