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Name Holding Trade Value Shares
Change
Change in
Stake
LWM
626
LeConte Wealth Management
Tennessee
$317K +$23.3K +123 +8%
MIA
627
MeadowBrook Investment Advisors
Michigan
$316K +$947 +5 +0.3%
KFS
628
Kaizen Financial Strategies
California
$314K -$568 -3 -0.2%
SPA
629
Sherbrooke Park Advisers
New York
$313K +$109K +573 +49%
CA
630
Clearstead Advisors
Ohio
$313K +$27.9K +147 +9%
CI
631
CX Institutional
Indiana
$309K +$40.2K +212 +14%
APA
632
Astoria Portfolio Advisors
New York
$308K +$339K +1,790 New
BBHC
633
Brown Brothers Harriman & Co
New York
$307K -$39.2K -207 -11%
FFN
634
Focus Financial Network
Minnesota
$305K +$568 +3 +0.2%
AA
635
Advisory Alpha
Michigan
$305K -$2.27K -12 -0.7%
BFM
636
Boothbay Fund Management
New York
$305K +$320K +1,691 New
MAM
637
Milestone Asset Management
Pennsylvania
$304K -$204K -1,078 -39%
GC
638
Guggenheim Capital
Illinois
$301K -$33.5K -177 -10%
RWM
639
Revisor Wealth Management
Ohio
$299K -$56.8K -300 -16%
QWP
640
Quotient Wealth Partners
Texas
$297K +$1.71K +9 +0.5%
WA
641
Waverly Advisors
Alabama
$296K +$83.9K +443 +37%
NVCHI
642
New Vernon Capital Holdings II
New Jersey
$296K
MBWA
643
Marin Bay Wealth Advisors
California
$295K +$310K +1,634 New
CB
644
Community Bank
New York
$293K +$200K +1,055 +185%
AC
645
AXQ Capital
New Jersey
$293K +$308K +1,624 New
BAAM
646
Baker Avenue Asset Management
California
$293K +$1.71K +9 +0.6%
HP
647
Havemeyer Place
Connecticut
$293K +$307K +1,622 New
SPWM
648
Spartan Planning & Wealth Management
North Carolina
$292K
BCA
649
Bay Capital Advisors
Virginia
$290K
RP
650
Rice Partnership
Hawaii
$289K