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Name Holding Trade Value Shares
Change
Change in
Stake
NL
851
NWAM LLC
Washington
$223K +$226K +6,132 New
OIA
852
OneDigital Investment Advisors
Kansas
$223K +$227K +6,138 New
RF
853
RHS Financial
California
$221K
SG
854
Stonnington Group
California
$221K +$10.7K +290 +5%
KFI
855
Key Financial Inc
Pennsylvania
$220K
WSFS
856
Wilmington Savings Fund Society
Delaware
$220K
BFA
857
Beaumont Financial Advisors
Massachusetts
$220K +$1.15K +31 +0.5%
HW
858
Hancock Whitney
Mississippi
$219K +$14.8K +400 +7%
GIA
859
Guyasuta Investment Advisors
Pennsylvania
$216K
Kovitz Investment Group Partners
860
Kovitz Investment Group Partners
Illinois
$214K -$1.23M -33,340 -85%
Pzena Investment Management
861
Pzena Investment Management
New York
$213K
TWM
862
Titus Wealth Management
California
$213K +$1.33K +36 +0.6%
MPW
863
Monterey Private Wealth
California
$212K +$202K +5,457 New
FDS
864
Freedom Day Solutions
Texas
$211K +$214K +5,804 New
WW
865
Westshore Wealth
California
$209K +$8.01K +217 +4%
SWP
866
Summit Wealth Partners
Florida
$205K
SSW
867
Stone Summit Wealth
Florida
$204K +$212K +5,743 New
SFG
868
StrategIQ Financial Group
Indiana
$203K +$960 +26 +0.5%
EGA
869
E&G Advisors
Texas
$202K
IDA
870
Intelligence Driven Advisers
California
$201K +$185K +5,020 New
HPWM
871
Highland Private Wealth Management
Washington
$200K -$1.66K -45 -0.8%
WA
872
Wealth Architects
California
$200K +$204K +5,521 New
WBC
873
West Branch Capital
Massachusetts
$194K
GCM
874
Gables Capital Management
Florida
$191K
FHA
875
First Horizon Advisors
Tennessee
$190K -$174K -4,723 -47%