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Name Holding Trade Value Shares
Change
Change in
Stake
JRPIM
526
Journey Retirement Planning & Investment Management
Idaho
$238K +$3.67K +16 +2%
PA
527
Procyon Advisors
Connecticut
$237K -$94.6K -412 -29%
BFIM
528
Beese Fulmer Investment Management
Ohio
$236K +$235K +1,024 New
IA
529
IFP Advisors
Florida
$235K +$6.66K +29 +3%
NP
530
Nilsine Partners
Colorado
$235K -$919 -4 -0.4%
Fidelity International
531
Fidelity International
Bermuda
$234K +$234K +1,018 New
S
532
SignatureFD
Georgia
$233K -$3.67K -16 -2%
AWM
533
Avior Wealth Management
Nebraska
$232K +$919 +4 +0.4%
WF
534
WinCap Financial
Massachusetts
$231K +$231K +1,005 New
EF
535
Empirical Finance
Pennsylvania
$231K +$10.3K +45 +5%
BBHC
536
Brown Brothers Harriman & Co
New York
$228K +$27.3K +119 +14%
SW
537
Simplicity Wealth
New Jersey
$227K +$226K +986 New
MFA
538
Mayflower Financial Advisors
Massachusetts
$227K -$56K -244 -20%
SLA
539
Silver Lake Advisory
Utah
$226K
DWM
540
Dakota Wealth Management
Florida
$225K +$459 +2 +0.2%
IEFM
541
IQ EQ Fund Management
Ireland
$225K
VAS
542
Vestmark Advisory Solutions
Massachusetts
$224K +$224K +975 New
MAM
543
Mainsail Asset Management
Alabama
$224K +$199K +867 New
LWM
544
LightSquare Wealth Management
Michigan
$223K +$223K +971 New
LA
545
Layline Advisors
New York
$221K +$220K +960 New
AFG
546
Atomi Financial Group
New York
$220K +$220K +957 New
SA
547
Sovran Advisors
California
$219K +$177K +772 New
MYIA
548
Mount Yale Investment Advisors
Colorado
$217K +$217K +943 New
PGF
549
Plan Group Financial
Oklahoma
$216K +$216K +939 New
SI
550
Stephens Inc
Arkansas
$214K +$214K +932 New