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Name Holding Trade Value Shares
Change
Change in
Stake
QI
651
Qtron Investments
Massachusetts
$238K +$225K +10,308 New
SWM
652
Silverlake Wealth Management
Vermont
$237K – – –
TF
653
Tudor Financial
Ohio
$236K +$697 +32 +0.3%
SOW
654
State of Wyoming
Wyoming
$236K +$2.44K +112 +1%
KF
655
Krilogy Financial
Missouri
$235K -$40.9K -1,879 -16%
CCA
656
Checchi Capital Advisers
California
$235K -$501 -23 -0.2%
CA
657
Commerzbank Aktiengesellschaft
Germany
$235K – – –
CC
658
Courier Capital
New York
$232K -$3.96K -182 -2%
GT
659
Greenleaf Trust
Michigan
$230K +$218K +9,989 New
KFS
660
Keynote Financial Services
Connecticut
$230K – – –
APP
661
Avantax Planning Partners
Iowa
$229K -$9.78K -449 -4%
FMC
662
First Merchants Corp
Indiana
$228K +$216K +9,894 New
TCA
663
Transcend Capital Advisors
New Jersey
$226K +$214K +9,821 New
FBFS
664
First Business Financial Services
Wisconsin
$226K +$213K +9,791 New
EWA
665
EverSource Wealth Advisors
Alabama
$225K -$10.8K -497 -5%
PCMC
666
Paragon Capital Management (Colorado)
Colorado
$224K -$65.2K -2,993 -24%
FMLI
667
Fukoku Mutual Life Insurance
Japan
$220K +$208K +9,539 New
PWM
668
Perigon Wealth Management
California
$215K +$203K +9,316 New
SIC
669
SJS Investment Consulting
Ohio
$215K – – –
BFM
670
Boothbay Fund Management
New York
$214K +$203K +9,302 New
TPA
671
Trivium Point Advisory
Connecticut
$214K +$202K +9,281 New
ASA
672
Axxion S.A.
Luxembourg
$213K +$201K +9,234 New
WI
673
Wedgewood Investors
Pennsylvania
$213K +$201K +9,223 New
LWA
674
Lineweaver Wealth Advisors
Ohio
$211K +$200K +9,172 New
FCM
675
Fieldview Capital Management
Michigan
$211K -$745K -34,211 -79%