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Name Holding Trade Value Shares
Change
Change in
Stake
APP
651
Avantax Planning Partners
Iowa
$250K
CAM
652
Carret Asset Management
New York
$250K +$923 +25 +0.3%
CA
653
Cullinan Associates
Kentucky
$249K
BA
654
Bridgewater Associates
Connecticut
$248K -$4.17M -112,867 -94%
CT
655
Coastline Trust
Rhode Island
$247K
WIA
656
World Investment Advisors
California
$246K +$262K +7,099 New
CFS
657
CRA Financial Services
New Jersey
$246K -$44.3K -1,200 -14%
SB
658
Strategic Blueprint
Georgia
$244K -$39.4K -1,068 -13%
BTC
659
Bank & Trust Company
Illinois
$243K +$259K +7,027 New
FFM
660
Forum Financial Management
Illinois
$243K +$5.94K +161 +2%
HIC
661
Hartline Investment Corp
Illinois
$243K +$55.5K +1,503 +27%
EIG
662
Ellenbecker Investment Group
Wisconsin
$241K -$2.73K -74 -1%
ASN
663
Advisory Services Network
Georgia
$241K -$960 -26 -0.4%
CAM
664
Centre Asset Management
New York
$241K -$86K -2,331 -25%
ESB
665
Essex Savings Bank
Connecticut
$241K +$29.1K +789 +13%
TIA
666
Tiemann Investment Advisors
California
$240K +$369 +10 +0.1%
MM
667
MQS Management
New York
$238K +$254K +6,880 New
KIG
668
Kennedy Investment Group
New Jersey
$238K -$16.6K -449 -6%
MW
669
Marcum Wealth
Ohio
$238K -$5.46K -148 -2%
LIM
670
Longfellow Investment Management
Massachusetts
$237K +$1.7K +46 +0.7%
VCA
671
Verdence Capital Advisors
Maryland
$236K -$2.18K -59 -0.9%
CCWM
672
Cassaday & Co Wealth Management
Virginia
$236K -$34.8K -943 -12%
AWA
673
Aaron Wealth Advisors
Illinois
$235K +$250K +6,781 New
FHC
674
First Heartland Consultants
Missouri
$234K -$14.5K -393 -5%
TCWM
675
Total Clarity Wealth Management
Illinois
$230K -$4.43K -120 -2%