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Name Holding Trade Value Shares
Change
Change in
Stake
BPA
576
Beacon Pointe Advisors
California
$239K -$59.4K -331 -20%
MYIA
577
Mount Yale Investment Advisors
Colorado
$238K -$407K -2,269 -63%
FTWA
578
Fifth Third Wealth Advisors
Ohio
$238K -$3.23K -18 -1%
PWM
579
Perigon Wealth Management
California
$237K -$103K -576 -30%
PCS
580
Personal CFO Solutions
New Jersey
$236K +$5.38K +30 +2%
ONB
581
Old National Bancorp
Indiana
$234K +$359 +2 +0.2%
WPC
582
Wedmont Private Capital
Pennsylvania
$234K +$4.49K +25 +2%
CAM
583
Claret Asset Management
Quebec, Canada
$233K -$25.3K -141 -10%
NP
584
NorthRock Partners
Minnesota
$230K +$230K +1,280 New
MOS
585
MGO One Seven
Ohio
$230K -$3.95K -22 -2%
JSW
586
Journey Strategic Wealth
New Jersey
$228K +$227K +1,264 New
RYIA
587
Roehl & Yi Investment Advisors
Oregon
$227K
Wolverine Trading
588
Wolverine Trading
Illinois
$227K -$967K -5,389 -81%
SAM
589
Secure Asset Management
Michigan
$224K +$223K +1,241 New
GF
590
Gries Financial
Ohio
$222K +$8.79K +49 +4%
TCA
591
Transcend Capital Advisors
New Jersey
$220K +$220K +1,224 New
GVAG
592
Great Valley Advisor Group
Delaware
$218K +$218K +1,213 New
CAG
593
Csenge Advisory Group
Florida
$218K -$14.7K -82 -6%
PP
594
PDS Planning
Ohio
$218K +$217K +1,208 New
AWM
595
Angeles Wealth Management
California
$214K +$214K +1,190 New
PAG
596
Private Advisor Group
New Jersey
$212K -$11.8K -66 -5%
Capital International Investors
597
Capital International Investors
California
$212K -$439M -2,447,192 -100%
AWA
598
Arkadios Wealth Advisors
Georgia
$210K +$210K +1,169 New
RP
599
Riverwater Partners
Wisconsin
$210K +$897 +5 +0.4%
RSWA
600
Robinson Smith Wealth Advisors
Maine
$208K +$207K +1,155 New