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Name Holding Trade Value Shares
Change
Change in
Stake
STA
776
Summit Trail Advisors
New York
$300K -$54.5K -231 -15%
GL
777
Graypoint LLC
New York
$299K +$17.7K +75 +6%
SIA
778
Schechter Investment Advisors
Michigan
$297K +$236 +1 +0.1%
LS
779
Livforsakringsbolaget Skandia
Sweden
$292K +$236K +1,000 +429%
HIA
780
Harbor Investment Advisory
Maryland
$291K +$31.2K +132 +12%
FMLI
781
Fukoku Mutual Life Insurance
Japan
$288K – – –
CWS
782
Cypress Wealth Services
California
$281K +$1.42K +6 +0.5%
KPWS
783
Kestra Private Wealth Services
Texas
$280K -$95.4K -404 -25%
OAM
784
Ostrum Asset Management
France
$280K +$3.54K +15 +1%
CFGS
785
Concourse Financial Group Securities
Alabama
$279K +$11.1K +47 +4%
PWP
786
Phillips Wealth Planners
Mississippi
$278K +$9.68K +41 +4%
BMMM
787
Boston Mountain Money Management
Arkansas
$278K -$1.42K -6 -0.5%
WBC
788
Westpac Banking Corp
Australia
$277K – – –
AA
789
Ancora Advisors
Ohio
$277K +$14.4K +61 +6%
HBT
790
Heartland Bank & Trust
Illinois
$275K -$9.44K -40 -3%
IAA
791
Independent Advisor Alliance
North Carolina
$274K -$24.5K -104 -8%
DFCM
792
Dark Forest Capital Management
Puerto Rico
$274K +$273K +1,155 New
HNWAG
793
High Net Worth Advisory Group
Florida
$273K – – –
PF
794
Phoenix Financial
Israel
$270K -$16.1K -68 -6%
TWM
795
Trueblood Wealth Management
Ohio
$269K +$944 +4 +0.4%
EH
796
Equitable Holdings
New York
$268K +$267K +1,131 New
SHFA
797
SS&H Financial Advisors
Michigan
$264K – – –
HBS
798
Howard Bailey Securities
Indiana
$264K +$263K +1,113 New
GI
799
GAMMA Investing
California
$261K +$68.9K +292 +36%
BEI
800
Benjamin Edwards Inc
Missouri
$261K +$260K +1,101 New