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Name Holding Trade Value Shares
Change
Change in
Stake
9WM
1001
9258 Wealth Management
Ohio
$272K -$148K -779 -35%
UM
1002
UniSuper Management
Australia
$272K +$67.8K +358 +33%
AWM
1003
Accurate Wealth Management
Florida
$272K +$11K +58 +4%
FA
1004
FDx Advisors
Illinois
$271K -$18.9K -100 -6%
NWM
1005
Northcape Wealth Management
New York
$271K -$5.31K -28 -2%
FIA
1006
FNY Investment Advisers
New York
$269K +$274K +1,445 New
BWL
1007
Bogart Wealth LLC
Virginia
$268K +$947 +5 +0.3%
RZH
1008
Relyea Zuckerberg Hanson
Connecticut
$267K -$92.8K -490 -25%
HL
1009
HeadInvest LLC
Maine
$266K -$47.4K -250 -15%
QCG
1010
Quadrant Capital Group
Ohio
$265K -$49.6K -262 -16%
MYIA
1011
Mount Yale Investment Advisors
Colorado
$262K -$117K -618 -31%
BIM
1012
Baldwin Investment Management
Pennsylvania
$261K
Luther King Capital Management (LKCM)
1013
Luther King Capital Management (LKCM)
Texas
$261K -$49.8K -263 -16%
CAM
1014
Cypress Asset Management
Texas
$261K -$9.47K -50 -3%
IP
1015
Ignite Planners
California
$260K -$141K -744 -35%
VDI
1016
Vaughan David Investments
Illinois
$260K +$947 +5 +0.4%
SG
1017
StoneX Group
New York
$260K +$264K +1,393 New
MS
1018
Madden Securities
Texas
$257K
CPIA
1019
Cornell Pochily Investment Advisors
New York
$256K
WA
1020
WealthTrust Axiom
Pennsylvania
$256K
CIS
1021
Connors Investor Services
Pennsylvania
$255K
YIA
1022
YHB Investment Advisors
Connecticut
$254K +$18.9K +100 +8%
TCOV
1023
Trust Company of Vermont
Vermont
$251K -$268K -1,414 -51%
PWM
1024
Perigon Wealth Management
California
$250K -$21.2K -112 -8%
IPWA
1025
International Private Wealth Advisors
California
$250K +$254K +1,343 New