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Name Holding Trade Value Shares
Change
Change in
Stake
KP
926
Keel Point
Alabama
$203K +$43.8K +4,301 +30%
BFWA
927
Benchmark Financial Wealth Advisors
Florida
$203K +$19.1K +1,879 +11%
Los Angeles Capital Management
928
Los Angeles Capital Management
California
$203K -$6.44K -632 -3%
KIA
929
KCM Investment Advisors
California
$203K -$91.6K -8,995 -32%
CT
930
Clearstead Trust
Maine
$201K -$1.15K -113 -0.6%
Envestnet Portfolio Solutions
931
Envestnet Portfolio Solutions
Illinois
$201K -$188K -18,447 -50%
SS
932
Sunbelt Securities
Texas
$200K +$55.8K +5,481 +37%
MG
933
Mather Group
Illinois
$200K +$56K +5,498 +42%
LCM
934
Liberty Capital Management
Michigan
$199K
BWS
935
Buck Wealth Strategies
Colorado
$199K +$187K +18,359 New
LA
936
Latitude Advisors
Florida
$199K -$1.48K -145 -0.8%
FMLI
937
Fukoku Mutual Life Insurance
Japan
$199K
PW
938
Potentia Wealth
California
$197K -$77.8K -7,637 -30%
GS
939
GWN Securities
Florida
$197K -$3.59M -352,959 -95%
GG
940
Gleason Group
Kentucky
$196K +$2.24K +220 +1%
KWA
941
Kingswood Wealth Advisors
California
$196K -$20.9K -2,055 -10%
ASG
942
Ariston Services Group
California
$196K
ECM
943
Evergreen Capital Management
Washington
$196K -$337K -33,064 -65%
DC
944
Dahring Cusmano
Michigan
$195K +$2.36K +232 +1%
GCIA
945
Gabelli & Co Investment Advisers
New York
$195K
TPI
946
Trust Point Inc
Wisconsin
$195K -$3.53K -347 -2%
AWM
947
Accurate Wealth Management
Florida
$195K -$135K -13,250 -45%
CI
948
Conning Inc
Connecticut
$194K -$1.31K -129 -0.7%
RC
949
Reik & Co
New York
$193K
CAC
950
Certified Advisory Corp
Florida
$193K +$12.6K +1,235 +7%