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Name Holding Trade Value Shares
Change
Change in
Stake
AAP
501
Arax Advisory Partners
Colorado
$231K -$9.17K -137 -4%
AWAP
502
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$227K +$16K +239 +7%
SAM
503
Sompo Asset Management
Japan
$226K +$236K +3,520 New
WWC
504
Waypoint Wealth Counsel
Georgia
$225K -$34.6K -517 -13%
BOM
505
Bank of Marin
California
$225K -$18.1K -270 -7%
DWA
506
Douglass Winthrop Advisors
New York
$224K
FNBT
507
FineMark National Bank & Trust
Florida
$223K +$1.81K +27 +0.8%
KC
508
Kinloch Capital
Virginia
$222K -$3.68K -55 -2%
Capstone Investment Advisors
509
Capstone Investment Advisors
New York
$217K +$203K +3,039 +907%
AWM
510
AE Wealth Management
Kansas
$213K +$222K +3,316 New
LBC
511
Lowe Brockenbrough & Co
Virginia
$211K +$220K +3,288 New
SAM
512
Summit Asset Management
Tennessee
$211K -$4.48K -67 -2%
MOS
513
MGO One Seven
Ohio
$210K +$219K +3,272 New
SP
514
Symmetry Partners
Connecticut
$210K +$218K +3,262 New
AUB
515
Atlantic Union Bankshares
Virginia
$206K +$215K +3,212 New
MAM
516
Meeder Asset Management
Ohio
$206K -$25.8K -385 -11%
SBIA
517
Sheaff Brock Investment Advisors
Indiana
$206K +$215K +3,205 New
BCM
518
Brookstone Capital Management
Illinois
$205K +$197K +2,949 New
JFL
519
Jarislowsky, Fraser Ltd
Quebec, Canada
$205K +$213K +3,190 New
CA
520
Carson Advisory
Georgia
$205K +$213K +3,188 New
MA
521
Mutual Advisors
Nebraska
$204K +$212K +3,175 New
ECM
522
ExodusPoint Capital Management
New York
$204K +$212K +3,175 New
FFM
523
Forum Financial Management
Illinois
$203K -$11.4K -171 -5%
AIA
524
Arrow Investment Advisors
Maryland
$203K +$211K +3,160 New
NAS
525
Nicolet Advisory Services
Wisconsin
$202K +$210K +3,143 New