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Name Holding Trade Value Shares
Change
Change in
Stake
CI
601
CX Institutional
Indiana
$259K +$5.33K +15 +2%
PWPS
602
Pinnacle Wealth Planning Services
Ohio
$257K +$711 +2 +0.3%
WF
603
Welch & Forbes
Massachusetts
$257K +$219K +617 New
PF
604
Phoenix Financial
Israel
$256K +$219K +616 New
CA
605
Clearstead Advisors
Ohio
$253K +$130K +365 +150%
BA
606
Bridgewater Advisors
New York
$253K +$12.1K +34 +6%
CFP
607
Catalyst Financial Partners
Massachusetts
$252K +$215K +606 New
CAM
608
Cresset Asset Management
Illinois
$252K +$215K +606 New
APIM
609
Agate Pass Investment Management
Washington
$250K +$213K +600 New
LRIC
610
Long Road Investment Counsel
Michigan
$250K +$213K +600 New
TMC
611
Themes Management Co
Connecticut
$248K +$212K +596 New
MWM
612
Mission Wealth Management
California
$248K +$211K +595 New
TE
613
Tema ETFs
New York
$245K – – –
FTUS
614
Flow Traders U.S.
New York
$242K +$206K +581 New
FBT
615
First Bank & Trust
South Dakota
$240K +$205K +577 New
PDL
616
Portfolio Design Labs
California
$237K +$202K +569 New
HH
617
Hilltop Holdings
Texas
$233K +$199K +560 New
SP
618
Symmetry Partners
Connecticut
$232K +$199K +559 New
ETC
619
Exchange Traded Concepts
Oklahoma
$230K -$49.8K -140 -20%
CI
620
Cigna Investments
Connecticut
$230K +$197K +554 New
AU
621
AlphaGrep UK
$230K +$196K +552 New
EDRH
622
Edmond de Rothschild Holding
Switzerland
$229K +$196K +551 New
CAM
623
Claret Asset Management
Quebec, Canada
$229K -$79.6K -224 -29%
KCM
624
Kathmere Capital Management
Pennsylvania
$227K +$194K +546 New
OC
625
Oppenheimer & Co
New York
$227K +$194K +545 New