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Name Holding Trade Value Shares
Change
Change in
Stake
IA
2201
Intellus Advisors
Florida
$667K -$7.08K -70 -1%
SPI
2202
Sutton Place Investors
New York
$666K +$20.1K +199 +4%
RA
2203
Rubicon Advisors
California
$666K -$50.6K -500 -9%
MAM
2204
Milestone Asset Management
Pennsylvania
$665K +$482K +4,765 New
GC
2205
Gilbert & Cook
Iowa
$665K +$481K +4,759 New
ALA
2206
Atlas Legacy Advisors
California
$664K +$620K +6,135 New
CWM
2207
Centric Wealth Management
Illinois
$664K
PP
2208
PFS Partners
New Jersey
$663K +$88.7K +877 +23%
BTWM
2209
Baker Tilly Wealth Management
Wisconsin
$663K +$480K +4,745 New
APFP
2210
Action Point Financial Planning
Michigan
$662K +$480K +4,748 New
CA
2211
COFG Advisors
Illinois
$662K -$78.5K -776 -14%
ILI
2212
Invesco LLC (Illinois)
Illinois
$662K -$7.18K -71 -1%
TA
2213
Townsend & Associates
Colorado
$660K -$60.7K -600 -8%
CAM
2214
Concorde Asset Management
Michigan
$660K -$2.33K -23 -0.5%
TDB
2215
Thompson David Blair
$659K -$16K -158 -3%
BFG
2216
Beto Financial Group
Idaho
$659K +$7.99K +79 +1%
GI
2217
GLOBALT Investments
Georgia
$659K +$477K +4,719 New
GBT
2218
Grove Bank & Trust
Florida
$657K +$57.2K +566 +14%
MW
2219
Marble Wealth
Alabama
$657K +$476K +4,707 New
FMN
2220
Financial Management Network
California
$656K +$43.5K +430 +7%
EAM
2221
Empirical Asset Management
Massachusetts
$653K +$473K +4,680 New
WAM
2222
WNY Asset Management
New York
$653K +$473K +4,674 New
FCFC
2223
First Commonwealth Financial Corp
Pennsylvania
$653K
RPSA
2224
Richard P. Slaughter Associates
Texas
$651K -$96.6K -955 -17%
ALAM
2225
Asahi Life Asset Management
Japan
$651K -$1.14M -11,243 -71%