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Name Holding Trade Value Shares
Change
Change in
Stake
CPA
651
Clear Perspective Advisors
Illinois
$220K
JWCA
652
J.W. Coons Advisors
Ohio
$219K
P
653
&Partners
Tennessee
$219K
OPW
654
Oxler Private Wealth
New York
$218K
OWA
655
One Wealth Advisors
California
$215K -$2.65K -11 -1%
CGL
656
Clarius Group LLC
Washington
$215K +$236K +981 New
DILIC
657
Dai-ichi Life Insurance Company
Japan
$214K -$92.7K -385 -28%
CIC
658
Crawford Investment Counsel
Georgia
$212K
HIC
659
Holderness Investments Company
North Carolina
$211K +$232K +963 New
MGIA
660
Moneta Group Investment Advisors
Missouri
$210K -$7.71K -32 -3%
P
661
Pitcairn
Pennsylvania
$209K -$4.58K -19 -2%
IWP
662
Icon Wealth Partners
Texas
$209K +$230K +955 New
CW
663
CreativeOne Wealth
Kansas
$208K +$229K +949 New
RWA
664
Redhawk Wealth Advisors
Minnesota
$208K +$229K +950 New
ONB
665
Old National Bancorp
Indiana
$205K +$226K +937 New
ST
666
Smithfield Trust
Pennsylvania
$203K
GDP
667
Great Diamond Partners
Maine
$202K +$223K +924 New
FF
668
FourThought Financial
Florida
$198K -$42.2K -175 -16%
NFSG
669
Newbridge Financial Services Group
Florida
$198K -$33.5K -139 -13%
FHA
670
First Horizon Advisors
Tennessee
$196K -$7.71K -32 -3%
ED
671
Exane Derivatives
France
$187K -$58.8K -244 -22%
ACM
672
Aquatic Capital Management
Illinois
$175K +$193K +800 New
SIM
673
Sentry Investment Management
Wisconsin
$164K -$94.7K -393 -34%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
674
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$162K +$135K +559 +312%
BWA
675
BDO Wealth Advisors
Florida
$146K