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Name Holding Trade Value Shares
Change
Change in
Stake
ARIS
1351
Advanced Research Investment Solutions
California
$113K – – –
EHC
1352
Everett Harris & Co
California
$113K – – –
XT
1353
XTX Topco
Cayman Islands
$113K +$141K +10,077 New
BCM
1354
Bourgeon Capital Management
Connecticut
$112K – – –
BHC
1355
Bowen Hanes & Co
Florida
$112K – – –
NSIM
1356
North Star Investment Management
Illinois
$112K +$3.48K +249 +3%
AF
1357
Arrow Financial
New York
$112K +$4.9K +350 +4%
GCIA
1358
Gabelli & Co Investment Advisers
New York
$112K +$140K +10,000 New
BWA
1359
Beam Wealth Advisors
Louisiana
$112K +$140K +10,006 New
AS
1360
Altshuler Shaham
Israel
$110K -$15.5K -1,108 -10%
CFG
1361
CKW Financial Group
Hawaii
$109K +$658 +47 +0.5%
HS
1362
Horan Securities
United States
$107K +$1.46K +104 +1%
GWSG
1363
GPS Wealth Strategies Group
Colorado
$106K +$28.4K +2,032 +27%
FWM
1364
Focused Wealth Management
New York
$105K +$15.9K +1,138 +14%
KTC
1365
Kistler-Tiffany Companies
Pennsylvania
$105K +$33.5K +2,395 +34%
CWA
1366
Clearview Wealth Advisors
Oregon
$104K +$14.6K +1,042 +13%
TPCW
1367
TD Private Client Wealth
New York
$104K +$7.63K +545 +6%
ACA
1368
Atlas Capital Advisors
Wyoming
$102K +$25.2K +1,804 +25%
MCC
1369
Money Concepts Capital
Florida
$102K +$3.48K +249 +3%
BC
1370
Bartlett & Co
Ohio
$101K +$14.4K +1,030 +13%
BCWM
1371
Bartlett & Co Wealth Management
Ohio
$101K +$14.4K +1,030 +13%
EC
1372
EdgeRock Capital
Colorado
$96K +$119K +8,533 New
OA
1373
Operose Advisors
Wisconsin
$93K – – –
CL
1374
COWA LLC
Oklahoma
$93K +$116K +8,324 New
AWM
1375
Accel Wealth Management
Iowa
$91K +$1.15K +82 +1%