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Name Holding Trade Value Shares
Change
Change in
Stake
CI Investments Inc
826
CI Investments Inc
Ontario, Canada
$256K +$2.62K +59 +1%
A
827
AlphaQuest
New York
$252K +$245K +5,523 New
CSWM
828
Cassady Schiller Wealth Management
Ohio
$252K – – –
Wedmont Private Capital
829
Wedmont Private Capital
Pennsylvania
$252K -$9.02K -203 -4%
Nicholas Hoffman & Company
830
Nicholas Hoffman & Company
Georgia
$252K +$666 +15 +0.3%
MCM
831
Manchester Capital Management
Vermont
$251K +$1.51K +34 +0.6%
RCM
832
Raleigh Capital Management
North Carolina
$250K +$4.75K +107 +2%
LA
833
Lane & Associates
New Jersey
$248K -$36.1K -812 -13%
GFP
834
Gryphon Financial Partners
Ohio
$248K +$8.93K +201 +4%
SIC
835
Shoker Investment Counsel
Ohio
$247K +$240K +5,413 New
Focus Partners Advisor Solutions
836
Focus Partners Advisor Solutions
Missouri
$246K -$46.9K -1,056 -16%
PIM
837
Plato Investment Management
Australia
$245K +$238K +5,365 New
PCS
838
Personal CFO Solutions
New Jersey
$245K -$70.4K -1,586 -23%
CWM
839
Cornerstone Wealth Management
Missouri
$244K -$7.46K -168 -3%
LA
840
LexAurum Advisors
Kansas
$244K +$844 +19 +0.4%
Sumitomo Life Insurance
841
Sumitomo Life Insurance
Japan
$242K – – –
DFG
842
Demars Financial Group
Washington
$240K -$3.45M -77,583 -94%
CGL
843
Clarius Group LLC
Washington
$240K -$35.9K -809 -13%
CPA
844
Court Place Advisors
Maryland
$239K -$17.5K -394 -7%
SWM
845
Seed Wealth Management
Illinois
$238K – – –
BTWM
846
Baker Tilly Wealth Management
Wisconsin
$238K -$17.8K -401 -7%
Curi RMB Capital
847
Curi RMB Capital
Illinois
$238K +$489 +11 +0.2%
SSWM
848
Strait & Sound Wealth Management
California
$236K – – –
FCFC
849
First Citizens Financial Corp
Iowa
$236K – – –
HFAS
850
Hummer Financial Advisory Services
Illinois
$235K +$6.66K +150 +3%