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Name Holding Trade Value Shares
Change
Change in
Stake
FCA
601
Fortis Capital Advisors
Kansas
$228K +$12.3K +661 +6%
PS
602
Principal Securities
Iowa
$227K -$6.85K -368 -3%
TAM
603
Trust Asset Management
Texas
$226K -$8.69K -467 -4%
UFF
604
USA Financial Formulas
Michigan
$226K +$204K +10,955 New
CCWM
605
Cassaday & Co Wealth Management
Virginia
$226K – – –
PPW
606
Parcion Private Wealth
Washington
$225K +$203K +10,923 New
SACTSONJ
607
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$225K – – –
SWP
608
Sagespring Wealth Partners
Tennessee
$224K -$3.95K -212 -2%
ACM
609
Aster Capital Management
United Arab Emirates
$222K -$188K -10,109 -48%
FFP
610
FourThought Financial Partners
Florida
$221K – – –
FTWA
611
Fifth Third Wealth Advisors
Ohio
$221K +$2.08K +112 +1%
HTC
612
Haverford Trust Company
Pennsylvania
$218K +$2.23K +120 +1%
CA
613
Commerzbank Aktiengesellschaft
Germany
$217K – – –
APP
614
Avantax Planning Partners
Iowa
$216K -$689 -37 -0.4%
CW
615
CreativeOne Wealth
Kansas
$216K +$195K +10,479 New
NERM
616
New England Research & Management
Illinois
$215K +$194K +10,400 New
PEA
617
Park Edge Advisors
Ohio
$214K – – –
OIA
618
Oakmont Investment Advisors
Pennsylvania
$214K +$193K +10,365 New
SWM
619
Silverlake Wealth Management
Vermont
$212K -$1.9K -102 -1%
Envestnet Portfolio Solutions
620
Envestnet Portfolio Solutions
Illinois
$212K +$191K +10,258 New
SMA
621
Sage Mountain Advisors
Georgia
$211K +$191K +10,239 New
CC
622
Courier Capital
New York
$211K +$372 +20 +0.2%
EP
623
Essential Partners
California
$208K +$188K +10,083 +67,220%
CB
624
Chris Bulman
California
$208K -$3.76K -202 -2%
IAA
625
Independent Advisor Alliance
North Carolina
$207K +$186K +10,012 New