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Name Holding Trade Value Shares
Change
Change in
Stake
APA
626
Astoria Portfolio Advisors
New York
$214K +$205K +2,123 New
IQI
627
Integrated Quantitative Investments
Washington
$213K +$209K +2,157 New
PGF
628
Plan Group Financial
Oklahoma
$212K +$208K +2,151 New
DC
629
Davenport & Co
Virginia
$212K +$208K +2,149 New
BIM
630
Baldwin Investment Management
Pennsylvania
$211K +$207K +2,140 New
EWA
631
Exencial Wealth Advisors
Oklahoma
$210K +$206K +2,124 New
BM
632
Berman McAleer
Maryland
$208K +$204K +2,110 New
PIMJS
633
PKO Investment Management Joint-Stock
Poland
$207K +$203K +2,100 New
1C
634
111 Capital
France
$207K +$202K +2,092 New
LCM
635
LCM Capital Management
Illinois
$206K +$202K +2,084 New
CA
636
Commerzbank Aktiengesellschaft
Germany
$205K -$97.8K -1,011 -33%
SC
637
Savant Capital
Illinois
$205K +$200K +2,072 New
SF
638
Symphony Financial
Texas
$204K +$199K +2,061 New
SWP
639
Sagespring Wealth Partners
Tennessee
$204K +$199K +2,061 New
ECM
640
Evergreen Capital Management
Washington
$202K +$198K +2,042 New
WIA
641
World Investment Advisors
California
$201K +$197K +2,032 New
MWM
642
Mission Wealth Management
California
$200K +$196K +2,029 New
TWD
643
True Wealth Design
Ohio
$178K +$581 +6 +0.3%
DJSG
644
D.J. St. Germain
Massachusetts
$175K -$9.97K -103 -5%
KAS
645
Kestra Advisory Services
Texas
$163K +$159K +1,646 New
SAM
646
Smartleaf Asset Management
Massachusetts
$161K +$10.9K +113 +7%
HCA
647
Harbor Capital Advisors
Illinois
$160K +$126K +1,306 +421%
LS
648
Livforsakringsbolaget Skandia
Sweden
$154K
LFG
649
Larson Financial Group
Missouri
$151K +$3.97K +41 +3%
PWA
650
Principia Wealth Advisory
Texas
$150K -$145K -1,497 -50%