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Name Holding Trade Value Shares
Change
Change in
Stake
GWA
1351
GGM Wealth Advisors
Maryland
$228K -$259 -1 -0.1%
WBC
1352
Westpac Banking Corp
Australia
$228K -$46.4K -179 -16%
BAM
1353
Broyhill Asset Management
North Carolina
$228K – – –
A
1354
AlphaQuest
New York
$228K +$175K +675 +261%
LWM
1355
LJI Wealth Management
Indiana
$227K -$19.4K -75 -7%
SIA
1356
Soltis Investment Advisors
Utah
$226K +$1.04K +4 +0.4%
NF
1357
NavPoint Financial
Minnesota
$226K +$9.07K +35 +4%
LA
1358
Legacy Advisors
Pennsylvania
$226K -$30.3K -117 -11%
AMBIA
1359
Allen Mooney & Barnes Investment Advisors
Georgia
$226K +$17.6K +68 +8%
AC
1360
Avestar Capital
New York
$225K -$121K -465 -34%
TF
1361
Tompkins Financial
New York
$225K – – –
NF
1362
Nikulski Financial
Iowa
$224K -$13K -50 -5%
TWM
1363
Trueblood Wealth Management
Ohio
$224K +$11.7K +45 +5%
BCM
1364
Becker Capital Management
Oregon
$223K -$13K -50 -5%
HIIFS
1365
Harel Insurance Investments & Financial Services
Israel
$223K -$45.1K -174 -16%
AOWM
1366
Alpha Omega Wealth Management
Virginia
$222K – – –
RIM
1367
Reliant Investment Management
Tennessee
$222K – – –
RF
1368
Roxbury Financial
New Jersey
$221K -$1.81K -7 -0.8%
AG
1369
AlTi Global
New York
$220K -$14.3K -55 -6%
ICM
1370
IMS Capital Management
Oregon
$220K -$57.8K -223 -20%
OWA
1371
ORBA Wealth Advisors
Illinois
$219K -$2.07K -8 -0.9%
IIM
1372
Intact Investment Management
Quebec, Canada
$219K +$181K +700 +350%
BAAM
1373
Baker Avenue Asset Management
California
$219K +$233K +899 New
QPWM
1374
Quadrant Private Wealth Management
Pennsylvania
$219K -$28.3K -109 -11%
KCM
1375
Kathmere Capital Management
Pennsylvania
$219K -$3.89K -15 -2%