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Name Holding Trade Value Shares
Change
Change in
Stake
HAM
1201
Hickory Asset Management
Ohio
$263K +$279K +1,123 New
AP
1202
Atwood & Palmer
Missouri
$262K +$1.99K +8 +0.7%
TIA
1203
Tandem Investment Advisors
South Carolina
$262K -$2.49K -10 -0.9%
MCM
1204
Manchester Capital Management
Vermont
$261K +$497 +2 +0.2%
MWM
1205
Mattern Wealth Management
Kansas
$260K – – –
HG
1206
Harbor Group
New Hampshire
$260K – – –
WWM
1207
Western Wealth Management
Colorado
$259K -$232K -935 -46%
TW
1208
Transform Wealth
Colorado
$259K – – –
PFW
1209
Petros Family Wealth
Minnesota
$259K +$274K +1,104 New
B
1210
Bellecapital
Switzerland
$258K – – –
OPA
1211
Old Port Advisors
Maine
$256K -$6.21K -25 -2%
IFWM
1212
Institute for Wealth Management
Colorado
$256K – – –
SWP
1213
Summit Wealth Partners
Florida
$256K – – –
FNT
1214
First Nebraska Trust
Nebraska
$255K – – –
OLA
1215
Oliver Luxxe Assets
New Jersey
$255K – – –
LC
1216
Lindbrook Capital
California
$255K +$249 +1 +0.1%
RIA
1217
Richwood Investment Advisors
Ohio
$254K -$9.94K -40 -4%
ILI
1218
Invesco LLC (Illinois)
Illinois
$250K +$10.4K +42 +4%
SIM
1219
Sentry Investment Management
Wisconsin
$249K -$43K -173 -14%
HHRDM
1220
H&H Retirement Design & Management
Nevada
$248K -$22.6K -91 -9%
ACM
1221
Arcataur Capital Management
Wisconsin
$248K – – –
RWM
1222
Ritholtz Wealth Management
New York
$247K -$58.9K -237 -18%
MYIA
1223
Mount Yale Investment Advisors
Colorado
$246K +$261K +1,050 New
GL
1224
Gerber LLC
Ohio
$246K – – –
Walleye Capital
1225
Walleye Capital
New York
$245K -$14M -56,133 -98%