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Name Holding Trade Value Shares
Change
Change in
Stake
YIA
826
YHB Investment Advisors
Connecticut
$274K
PIA
827
Pinion Investment Advisors
Kansas
$273K -$30.1K -317 -10%
BTI
828
Blue Trust Inc
Georgia
$272K -$23.9K -252 -8%
AO
829
Advisor OS
Illinois
$272K -$1.52K -16 -0.5%
AWAP
830
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$271K -$271K -2,861 -49%
EWM
831
Evercore Wealth Management
New York
$270K
OF
832
Optimize Financial
California
$269K +$3.79K +40 +1%
SP
833
Successful Portfolios
Florida
$269K +$379 +4 +0.1%
WA
834
Wealth Alliance
New York
$269K +$276K +2,908 New
SAM
835
Smartleaf Asset Management
Massachusetts
$268K +$36.2K +382 +15%
WAM
836
Wakefield Asset Management
Colorado
$267K
GCP
837
GSA Capital Partners
United Kingdom
$267K -$431K -4,540 -61%
CAM
838
Cidel Asset Management
Ontario, Canada
$266K
DC
839
Diametric Capital
Massachusetts
$265K +$272K +2,872 New
PE
840
PCM Encore
Colorado
$265K +$272K +2,869 New
CWM
841
CarsonAllaria Wealth Management
Illinois
$263K -$20.2K -213 -7%
GCM
842
Genus Capital Management
British Columbia, Canada
$263K
ZIM
843
Zacks Investment Management
Illinois
$262K +$7.21K +76 +3%
WMWM
844
Whitaker-Myers Wealth Managers
Ohio
$261K +$268K +2,826 New
SS
845
Sunbelt Securities
Texas
$259K -$379 -4 -0.1%
KCM
846
Kathmere Capital Management
Pennsylvania
$257K +$1.8K +19 +0.7%
PFBT
847
Parkside Financial Bank & Trust
Missouri
$256K +$49.6K +523 +23%
ECM
848
Evergreen Capital Management
Washington
$256K +$2.75K +29 +1%
CA
849
Commerzbank Aktiengesellschaft
Germany
$254K +$261K +2,752 New
SHFP
850
Second Half Financial Partners
Florida
$253K