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Name Holding Trade Value Shares
Change
Change in
Stake
STA
851
Summit Trail Advisors
New York
$232K -$453K -5,484 -66%
William Blair Investment Management
852
William Blair Investment Management
Illinois
$232K -$8.59K -104 -4%
MWS
853
MFA Wealth Services
California
$231K +$1.32K +16 +0.6%
CI
854
Conning Inc
Connecticut
$229K -$10.5K -127 -4%
KCM
855
Kathmere Capital Management
Pennsylvania
$229K +$7.84K +95 +4%
LG
856
LaFleur & Godfrey
Michigan
$228K
SHFP
857
Second Half Financial Partners
Florida
$227K +$226K +2,734 New
WA
858
Wealth Architects
California
$226K -$5.2K -63 -2%
TLP
859
Trinity Legacy Partners
Texas
$223K +$1.57K +19 +0.7%
AIA
860
Affinity Investment Advisors
California
$223K +$222K +2,687 New
CWMGO
861
Capstone Wealth Management Group (Oregon)
Oregon
$220K
DADC
862
D.A. Davidson & Co
Montana
$220K -$23.8K -288 -10%
CI
863
CX Institutional
Indiana
$217K +$9.5K +115 +5%
CCM
864
Chilton Capital Management
Texas
$216K
B
865
Bailard
California
$216K
AA
866
Argent Advisors
Louisiana
$215K
BAAM
867
Baker Avenue Asset Management
California
$214K +$213K +2,574 New
MSF
868
Mustard Seed Financial
Arkansas
$213K +$165 +2 +0.1%
TWM
869
Trueblood Wealth Management
Ohio
$213K +$743 +9 +0.4%
MMPW
870
Mitchell McLeod Pugh & Williams
Alabama
$213K
AFT
871
Alpha Family Trust
California
$213K
IWM
872
IHT Wealth Management
Illinois
$211K -$30K -363 -13%
TWPM
873
Total Wealth Planning & Management
Florida
$211K
PWMAG
874
Pinnacle Wealth Management Advisory Group
New Jersey
$210K -$16.5K -200 -7%
RFN
875
RDA Financial Network
Iowa
$209K -$7.43K -90 -3%