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Name Holding Trade Value Shares
Change
Change in
Stake
GDP
726
Great Diamond Partners
Maine
$248K -$1.52K -7 -0.6%
TI
727
Trexquant Investment
Connecticut
$248K +$273K +1,259 New
AWM
728
Aprio Wealth Management
Georgia
$246K -$2.82K -13 -1%
ZIM
729
Zacks Investment Management
Illinois
$245K +$271K +1,248 New
GSC
730
Ground Swell Capital
South Carolina
$241K +$266K +1,227 New
AFT
731
Alpha Family Trust
California
$240K – – –
SIA
732
Schechter Investment Advisors
Michigan
$240K +$37.8K +174 +17%
BBNA
733
Bremer Bank National Association
Minnesota
$239K -$4.13K -19 -2%
PWS
734
Peterson Wealth Services
Utah
$237K -$434 -2 -0.2%
PCS
735
Personal CFO Solutions
New Jersey
$234K +$2.17K +10 +0.8%
SIM
736
Stratos Investment Management
Ohio
$231K – – –
WJWM
737
Williams Jones Wealth Management
New York
$229K -$6.51K -30 -3%
TIAA Trust, National Association
738
TIAA Trust, National Association
North Carolina
$228K +$252K +1,161 New
HI
739
Humankind Investments
New York
$227K -$20.2K -93 -7%
HNWAG
740
High Net Worth Advisory Group
Florida
$226K -$4.13K -19 -2%
SIC
741
Salem Investment Counselors
North Carolina
$226K +$130K +600 +109%
SCM
742
Shelton Capital Management
Colorado
$225K – – –
EWA
743
EverSource Wealth Advisors
Alabama
$225K +$13.5K +62 +6%
CG
744
Caprock Group
Idaho
$222K -$3.47K -16 -1%
CWM
745
Cahaba Wealth Management
Georgia
$221K -$2.39K -11 -1%
TC
746
TownSquare Capital
Utah
$220K +$28.7K +132 +13%
SAG
747
Spotlight Asset Group
Illinois
$219K – – –
STA
748
Summit Trail Advisors
New York
$219K +$242K +1,115 New
AWP
749
Accretive Wealth Partners
New Jersey
$218K -$43.4K -200 -15%
RCM
750
Raleigh Capital Management
North Carolina
$218K +$6.08K +28 +3%