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Name Holding Trade Value Shares
Change
Change in
Stake
SWP
526
Stratos Wealth Partners
Ohio
$236K -$6.06K -43 -2%
VA
527
VestGen Advisors
Illinois
$236K +$230K +1,631 New
CTC
528
Cetera Trust Company
Minnesota
$236K +$24.7K +175 +11%
Baird Financial Group
529
Baird Financial Group
Wisconsin
$231K +$24.4K +173 +11%
GT
530
Greenleaf Trust
Michigan
$231K +$249K +1,765 New
BMC
531
Beaton Management Company
Massachusetts
$229K
FMTC
532
Farmers & Merchants Trust Company
California
$229K
FCBT
533
First Citizens Bank & Trust
North Carolina
$223K -$16.4K -116 -6%
WPC
534
Wedmont Private Capital
Pennsylvania
$223K +$228K +1,616 New
CFA
535
Collaborative Fund Advisors
Nevada
$219K +$235K +1,669 New
FMII
536
Farmers & Merchants Investments Inc
Nebraska
$216K
AUB
537
Atlantic Union Bankshares
Virginia
$215K
PCM
538
Parsons Capital Management
Rhode Island
$213K -$7.19K -51 -3%
AA
539
Auxano Advisors
Washington
$213K +$705 +5 +0.3%
AWM
540
Adams Wealth Management
Utah
$212K -$5.08K -36 -2%
CI
541
CacheTech Inc
Utah
$212K -$5.08K -36 -2%
CRIG
542
Charter Research & Investment Group
Connecticut
$211K
AFG
543
Atomi Financial Group
New York
$211K +$226K +1,606 New
AWM
544
Aprio Wealth Management
Georgia
$209K +$224K +1,592 New
AC
545
AXQ Capital
New Jersey
$207K +$223K +1,582 New
PAM
546
Parvin Asset Management
South Dakota
$207K
PTCG
547
Pring Turner Capital Group
California
$207K +$223K +1,580 New
WT
548
Whittier Trust
California
$207K -$13.7K -97 -6%
EFP
549
Elser Financial Planning
Indiana
$205K +$218K +1,543 New
LCM
550
LDR Capital Management
New York
$203K -$747K -5,298 -77%