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Name Holding Trade Value Shares
Change
Change in
Stake
HIA
751
Harbor Investment Advisory
Maryland
$253K +$12.2K +58 +5%
VC
752
Veracity Capital
Georgia
$249K -$10.8K -51 -4%
PCM
753
Penserra Capital Management
California
$247K +$88.6K +420 +49%
AWM
754
Aprio Wealth Management
Georgia
$247K -$61.6K -292 -19%
CWS
755
Cypress Wealth Services
California
$244K +$12K +57 +5%
MWM
756
Modern Wealth Management
Kansas
$243K -$35.6K -169 -12%
LS
757
Livforsakringsbolaget Skandia
Sweden
$242K
AGP
758
Aspire Growth Partners
Florida
$241K +$259K +1,226 New
PTC
759
Petrus Trust Company
Texas
$240K +$258K +1,223 New
Jones Financial Companies
760
Jones Financial Companies
Missouri
$239K +$93K +441 +57%
GL
761
Graypoint LLC
New York
$239K -$10.1K -48 -4%
AA
762
Ancora Advisors
Ohio
$236K +$6.96K +33 +3%
OCA
763
Otter Creek Advisors
Florida
$235K -$54.4K -258 -18%
VFA
764
Valeo Financial Advisors
Indiana
$232K -$153K -726 -38%
CI
765
CX Institutional
Indiana
$231K -$83.3K -395 -25%
MPWT
766
MassMutual Private Wealth & Trust
Connecticut
$230K +$35.6K +169 +17%
WBC
767
Westpac Banking Corp
Australia
$230K
IGAM
768
iA Global Asset Management
Quebec, Canada
$228K -$4.31M -20,452 -95%
HNWAG
769
High Net Worth Advisory Group
Florida
$226K
BWP
770
BSW Wealth Partners
Colorado
$225K -$56.7K -269 -19%
HCM
771
Howard Capital Management
Georgia
$225K +$11.4K +54 +5%
PWPS
772
Pinnacle Wealth Planning Services
Ohio
$225K -$57.4K -272 -19%
SC
773
Syon Capital
California
$224K +$60.9K +289 +34%
TWM
774
Trueblood Wealth Management
Ohio
$223K
OAM
775
Ostrum Asset Management
France
$223K -$10.1K -48 -4%