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Name Holding Trade Value Shares
Change
Change in
Stake
CFSG
1026
Clark Financial Services Group
Missouri
$224K -$5.17K -79 -2%
NRC
1027
New Republic Capital
North Carolina
$223K +$234K +3,572 New
Carnegie Investment Counsel
1028
Carnegie Investment Counsel
Ohio
$222K – – –
FFWM
1029
Future Financial Wealth Management
Ohio
$222K +$131 +2 +0.1%
Clifford Swan Investment Counsel
1030
Clifford Swan Investment Counsel
California
$221K -$11.4K -175 -5%
Financial Engines Advisors
1031
Financial Engines Advisors
California
$221K +$10K +153 +5%
PFM
1032
Patton Fund Management
Texas
$220K -$2.63M -40,249 -92%
Pine Valley Investments
1033
Pine Valley Investments
New Jersey
$219K -$9.15K -140 -4%
MWM
1034
MOR Wealth Management
Pennsylvania
$218K +$228K +3,488 New
BW
1035
Balance Wealth
Ohio
$218K +$228K +3,483 New
LMFP
1036
Larry Mathis Financial Planning
Arizona
$218K +$228K +3,482 New
Advisory Alpha
1037
Advisory Alpha
Michigan
$217K -$5.3K -81 -2%
VC
1038
Veery Capital
Delaware
$215K -$850 -13 -0.4%
OFP
1039
OLIO Financial Planning
Virginia
$215K +$131 +2 +0.1%
EverSource Wealth Advisors
1040
EverSource Wealth Advisors
Alabama
$215K -$18.9K -289 -8%
TWM
1041
Tradition Wealth Management
Minnesota
$214K -$8.17K -125 -4%
Kingswood Wealth Advisors
1042
Kingswood Wealth Advisors
California
$213K -$10K -153 -4%
VIP
1043
Viewpoint Investment Partners
Alberta, Canada
$212K +$222K +3,400 New
TSW
1044
Three Seasons Wealth
Utah
$212K +$222K +3,390 New
FOA
1045
Five Oceans Advisors
California
$210K -$785 -12 -0.4%
RI
1046
Rinkey Investments
California
$210K – – –
Shelton Capital Management
1047
Shelton Capital Management
Colorado
$210K -$196 -3 -0.1%
Brevan Howard Capital Management
1048
Brevan Howard Capital Management
Jersey
$210K -$934K -14,286 -81%
IC
1049
Inscription Capital
Texas
$209K +$16K +244 +8%
ICP
1050
Interchange Capital Partners
Pennsylvania
$209K +$219K +3,348 New