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Name Holding Trade Value Shares
Change
Change in
Stake
GA
626
Goldstein Advisors
Wisconsin
$290K +$267K +1,536 New
WA
627
Wealth Alliance
New York
$287K -$41.4K -238 -14%
PFM
628
Patton Fund Management
Texas
$285K
CI
629
CX Institutional
Indiana
$284K +$10.8K +62 +4%
CI
630
Corient IA
Florida
$283K
OL
631
one8zero8 LLC
North Carolina
$283K +$261K +1,500 New
FFC
632
Frederick Financial Consultants
Maryland
$280K +$348 +2 +0.1%
CAM
633
Claret Asset Management
Quebec, Canada
$279K -$3.65K -21 -1%
FRM
634
Fox Run Management
Connecticut
$276K -$1.19M -6,848 -82%
OFP
635
OLIO Financial Planning
Virginia
$275K +$254K +1,457 New
PA
636
Profund Advisors
Maryland
$268K -$39K -224 -14%
CIAS
637
Capital Investment Advisory Services
North Carolina
$268K
PWM
638
Perigon Wealth Management
California
$267K +$246K +1,415 New
FNA
639
First National Advisers
Nebraska
$267K -$110K -630 -31%
MAS
640
Meeder Advisory Services
Ohio
$266K +$11K +63 +5%
FSA
641
Financial Security Advisor
Virginia
$265K -$10.4K -60 -4%
1C
642
111 Capital
France
$265K +$244K +1,404 New
IAN
643
Integrated Advisors Network
Texas
$265K +$870 +5 +0.4%
DADC
644
D.A. Davidson & Co
Montana
$263K -$4.35K -25 -2%
AFPL
645
Advus Financial Partners, LLC
Florida
$263K +$12.9K +74 +6%
SIG
646
Stonegate Investment Group
Alabama
$262K
MOS
647
MGO One Seven
Ohio
$261K +$241K +1,383 New
PMFA
648
Plante Moran Financial Advisors
Michigan
$260K -$12.4K -71 -5%
FWM
649
Fonville Wealth Management
Virginia
$260K
JIC
650
Joel Isaacson & Co
New York
$259K +$239K +1,372 New