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Name Holding Trade Value Shares
Change
Change in
Stake
BIM
551
Baldwin Investment Management
Pennsylvania
$710K +$21.6K +105 +4%
SP
552
Stonebrook Private
Michigan
$706K +$627K +3,053 New
Perigon Wealth Management
553
Perigon Wealth Management
California
$704K -$50.3K -245 -7%
Wealthfront Advisers
554
Wealthfront Advisers
California
$701K -$485K -2,360 -44%
SB
555
Strategic Blueprint
Georgia
$695K +$7.6K +37 +1%
Profund Advisors
556
Profund Advisors
Maryland
$694K +$35.9K +175 +6%
SCI
557
S&CO Inc
Massachusetts
$694K – – –
MAS
558
Meeder Advisory Services
Ohio
$689K -$18.7K -91 -3%
OHWP
559
Oak Harbor Wealth Partners
North Carolina
$689K -$68.4K -333 -10%
APC
560
Aspire Private Capital
North Carolina
$684K +$48.3K +235 +9%
APWM
561
Atlas Private Wealth Management
New York
$683K – – –
C1AG
562
Client 1st Advisory Group
Florida
$674K +$91.2K +444 +18%
9WM
563
9258 Wealth Management
Ohio
$674K +$158K +770 +36%
BOM
564
Bank of Marin
California
$665K -$83.4K -406 -12%
SIA
565
Strategic Investment Advisors
Michigan
$662K -$153K -744 -21%
SOS
566
Silver Oak Securities
Tennessee
$658K +$533K +2,596 +1,047%
Valeo Financial Advisors
567
Valeo Financial Advisors
Indiana
$653K -$61K -297 -10%
OWA
568
Outlook Wealth Advisors
Texas
$649K -$132K -645 -19%
QCM
569
Qsemble Capital Management
New York
$649K +$576K +2,807 New
Brookstone Capital Management
570
Brookstone Capital Management
Illinois
$646K -$1.64K -8 -0.3%
Apollon Wealth Management
571
Apollon Wealth Management
South Carolina
$646K -$16K -78 -3%
NS
572
NBC Securities
Alabama
$645K +$7.8K +38 +1%
Avantax Advisory Services
573
Avantax Advisory Services
Texas
$625K +$157K +766 +40%
ET
574
Entropy Technologies
New York
$622K +$552K +2,690 New
Great Lakes Advisors
575
Great Lakes Advisors
Illinois
$620K -$18.3K -89 -3%