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Name Holding Trade Value Shares
Change
Change in
Stake
PS
601
Principal Securities
Iowa
$227K -$6.85K -368 -3%
TAM
602
Trust Asset Management
Texas
$226K -$8.69K -467 -4%
UFF
603
USA Financial Formulas
Michigan
$226K +$204K +10,955 New
CCWM
604
Cassaday & Co Wealth Management
Virginia
$226K
PPW
605
Parcion Private Wealth
Washington
$225K +$203K +10,923 New
SACTSONJ
606
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$225K
SWP
607
Sagespring Wealth Partners
Tennessee
$224K -$3.95K -212 -2%
ACM
608
Aster Capital Management
United Arab Emirates
$222K -$188K -10,109 -48%
FFP
609
FourThought Financial Partners
Florida
$221K
FTWA
610
Fifth Third Wealth Advisors
Ohio
$221K +$2.08K +112 +1%
HTC
611
Haverford Trust Company
Pennsylvania
$218K +$2.23K +120 +1%
CA
612
Commerzbank Aktiengesellschaft
Germany
$217K
APP
613
Avantax Planning Partners
Iowa
$216K -$689 -37 -0.4%
CW
614
CreativeOne Wealth
Kansas
$216K +$195K +10,479 New
NERM
615
New England Research & Management
Illinois
$215K +$194K +10,400 New
PEA
616
Park Edge Advisors
Ohio
$214K
OIA
617
Oakmont Investment Advisors
Pennsylvania
$214K +$193K +10,365 New
SWM
618
Silverlake Wealth Management
Vermont
$212K -$1.9K -102 -1%
Envestnet Portfolio Solutions
619
Envestnet Portfolio Solutions
Illinois
$212K +$191K +10,258 New
SMA
620
Sage Mountain Advisors
Georgia
$211K +$191K +10,239 New
CC
621
Courier Capital
New York
$211K +$372 +20 +0.2%
EP
622
Essential Partners
California
$208K +$188K +10,083 +67,220%
CB
623
Chris Bulman
California
$208K -$3.76K -202 -2%
IAA
624
Independent Advisor Alliance
North Carolina
$207K +$186K +10,012 New
IAP
625
Indie Asset Partners
Indiana
$206K