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Name Holding Trade Value Shares
Change
Change in
Stake
BFG
576
Bouchey Financial Group
New York
$232K
TC
577
TwinBeech Capital
New York
$232K +$238K +510 New
BBW
578
Blue Barn Wealth
Utah
$231K +$237K +509 New
LI
579
Lafayette Investments
Maryland
$230K +$3.26K +7 +1%
LIM
580
Leavell Investment Management
Alabama
$229K +$23.8K +51 +11%
AIA
581
Arbor Investment Advisors
North Carolina
$227K
BEC
582
Blue Edge Capital
Virginia
$227K
MC
583
Middleton & Co
Massachusetts
$227K
Bank Julius Baer & Co
584
Bank Julius Baer & Co
Switzerland
$227K +$233K +499 New
PA
585
Pinnacle Associates
New York
$225K -$5.13K -11 -2%
DAS
586
Dynamic Advisor Solutions
Arizona
$224K +$932 +2 +0.4%
TFP
587
Tilia Fiduciary Partners
North Carolina
$224K +$2.8K +6 +1%
SSW
588
Smith Shellnut Wilson
Mississippi
$221K
MGIA
589
Moneta Group Investment Advisors
Missouri
$221K -$14K -30 -6%
MAM
590
Martingale Asset Management
Massachusetts
$220K
Lido Advisors
591
Lido Advisors
California
$220K +$25.6K +55 +13%
SC
592
Savant Capital
Illinois
$219K +$5.59K +12 +3%
PPWM
593
Perissos Private Wealth Management
Oklahoma
$217K +$222K +477 New
WP
594
WMS Partners
Maryland
$215K +$5.59K +12 +3%
GA
595
Geller Advisors
New York
$214K -$3.73K -8 -2%
BCMO
596
Buckingham Capital Management (Ohio)
Ohio
$214K
DWM
597
Drive Wealth Management
Utah
$213K -$8.39K -18 -4%
OCM
598
One Capital Management
California
$209K -$15.4K -33 -7%
Connor, Clark & Lunn Investment Management (CC&L)
599
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$209K +$214K +460 New
GWM
600
Gibbs Wealth Management
Georgia
$208K +$214K +458 New