Name Holding Trade Value Shares
Change
Change in
Stake
MAWA
701
Moss Adams Wealth Advisors
Washington
$266K +$8.03K +39 +3%
MHIC
702
Marble Harbor Investment Counsel
Massachusetts
$266K – – –
CCA
703
Checchi Capital Advisers
California
$265K +$5.35K +26 +2%
HI
704
Hudock Inc
Pennsylvania
$264K +$206 +1 +0.1%
BW
705
Basepoint Wealth
Iowa
$263K -$12.1K -59 -4%
PWS
706
Precision Wealth Strategies
Missouri
$263K -$205K -995 -43%
CGL
707
Clarius Group LLC
Washington
$262K +$9.67K +47 +4%
HNB
708
Huntington National Bank
Ohio
$259K -$28.6K -139 -10%
PFS
709
Prospera Financial Services
Texas
$259K +$23.9K +116 +10%
HI
710
Horizon Investments
North Carolina
$259K -$97.3K -473 -26%
PB
711
Pinnacle Bancorp
Nebraska
$257K – – –
QP
712
Quilter Plc
United Kingdom
$256K +$61.7K +300 New
AIP
713
Ameritas Investment Partners
Nebraska
$255K – – –
MCCP
714
Mission Creek Capital Partners
California
$254K +$1.03K +5 +0.4%
HFM
715
Hartford Funds Management
Pennsylvania
$253K +$6.58K +32 +3%
TNB
716
Thomasville National Bank
Georgia
$251K -$5.97K -29 -2%
WI
717
Wahed Invest
New York
$251K -$10.1K -49 -4%
KF
718
Krilogy Financial
Missouri
$251K – – –
SAM
719
Satovsky Asset Management
New York
$249K +$617 +3 +0.2%
LGWM
720
Litman Gregory Wealth Management
California
$249K +$260K +1,264 New
GWSG
721
GPS Wealth Strategies Group
Colorado
$246K +$257K +1,250 New
FMAEN1
722
Fund Management at Engine No 1
California
$246K +$23.5K +114 +10%
CI
723
Cigna Investments
Connecticut
$246K -$5.76K -28 -2%
DFCM
724
Dark Forest Capital Management
Puerto Rico
$245K +$95.9K +466 +60%
ECM
725
Evergreen Capital Management
Washington
$243K +$254K +1,232 New