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Name Holding Trade Value Shares
Change
Change in
Stake
BPA
676
Beacon Pointe Advisors
California
$226K +$218K +24,267 New
SWM
677
Stockman Wealth Management
Montana
$224K
SIA
678
Strategic Investment Advisors
Michigan
$223K -$46.6K -5,187 -18%
PAS
679
Park Avenue Securities
New York
$223K +$105K +11,664 +94%
SP
680
Successful Portfolios
Florida
$221K +$4.57K +508 +2%
PA
681
PSI Advisors
Florida
$221K +$214K +23,789 New
GLA
682
Good Life Advisors
Pennsylvania
$218K +$13.3K +1,484 +7%
IC
683
IEQ Capital
California
$218K +$210K +23,379 New
HCM
684
Hengehold Capital Management
Ohio
$217K -$18.8K -2,086 -8%
TSS
685
Two Sigma Securities
New York
$216K -$724K -80,517 -78%
BMC
686
Beaton Management Company
Massachusetts
$216K -$61.1K -6,796 -23%
RWA
687
River Wealth Advisors
Pennsylvania
$216K +$135 +15 +0.1%
SVWAG
688
Sound View Wealth Advisors Group
Georgia
$215K -$16K -1,779 -7%
MIC
689
Means Investment Company
Maine
$213K -$59.4K -6,610 -22%
Cerity Partners
690
Cerity Partners
New York
$212K +$88.1K +9,800 +75%
DTL
691
Dynamic Technology Lab
Singapore
$212K +$205K +22,760 New
PVWM
692
Point View Wealth Management
New Jersey
$210K -$56.2K -6,254 -22%
CL
693
Choreo LLC
Illinois
$210K -$45.3K -5,041 -18%
ZF
694
Zhang Financial
Michigan
$209K +$2.03K +226 +1%
CFA
695
Carroll Financial Associates
North Carolina
$206K -$154K -17,111 -44%
TNB
696
TCF National Bank
South Dakota
$206K -$72.4K -8,050 -27%
RIA
697
Realta Investment Advisors
Delaware
$205K -$5.62K -625 -3%
BHBT
698
Burke & Herbert Bank & Trust
Virginia
$205K
QCIG
699
Quad-Cities Investment Group
Iowa
$204K +$6.94K +772 +4%
SCM
700
Smith Capital Management
Arkansas
$203K -$22.8K -2,540 -10%