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Name Holding Trade Value Shares
Change
Change in
Stake
NRC
1026
New Republic Capital
North Carolina
$223K +$234K +3,572 New
CIC
1027
Carnegie Investment Counsel
Ohio
$222K
FFWM
1028
Future Financial Wealth Management
Ohio
$222K +$131 +2 +0.1%
CSIC
1029
Clifford Swan Investment Counsel
California
$221K -$11.4K -175 -5%
Financial Engines Advisors
1030
Financial Engines Advisors
California
$221K +$10K +153 +5%
PFM
1031
Patton Fund Management
Texas
$220K -$2.63M -40,249 -92%
PVI
1032
Pine Valley Investments
New Jersey
$219K -$9.15K -140 -4%
MWM
1033
MOR Wealth Management
Pennsylvania
$218K +$228K +3,488 New
BW
1034
Balance Wealth
Ohio
$218K +$228K +3,483 New
LMFP
1035
Larry Mathis Financial Planning
Arizona
$218K +$228K +3,482 New
AA
1036
Advisory Alpha
Michigan
$217K -$5.3K -81 -2%
VC
1037
Veery Capital
Delaware
$215K -$850 -13 -0.4%
OFP
1038
OLIO Financial Planning
Virginia
$215K +$131 +2 +0.1%
EWA
1039
EverSource Wealth Advisors
Alabama
$215K -$18.9K -289 -8%
TWM
1040
Tradition Wealth Management
Minnesota
$214K -$8.17K -125 -4%
KWA
1041
Kingswood Wealth Advisors
California
$213K -$10K -153 -4%
VIP
1042
Viewpoint Investment Partners
Alberta, Canada
$212K +$222K +3,400 New
TSW
1043
Three Seasons Wealth
Utah
$212K +$222K +3,390 New
FOA
1044
Five Oceans Advisors
California
$210K -$785 -12 -0.4%
RI
1045
Rinkey Investments
California
$210K
SCM
1046
Shelton Capital Management
Colorado
$210K -$196 -3 -0.1%
BHCM
1047
Brevan Howard Capital Management
Jersey
$210K -$934K -14,286 -81%
IC
1048
Inscription Capital
Texas
$209K +$16K +244 +8%
ICP
1049
Interchange Capital Partners
Pennsylvania
$209K +$219K +3,348 New
SP
1050
SmartHarvest Portfolios
Washington
$209K +$219K +3,346 New