Name Holding Trade Value Shares
Change
Change in
Stake
PG
726
Patten Group
Tennessee
$242K -$4.12K -20 -2%
PFA
727
Pure Financial Advisors
California
$241K – – –
NC
728
NinePointTwo Capital
California
$239K +$250K +1,216 New
S
729
SignatureFD
Georgia
$238K -$59.5K -289 -19%
GWM
730
Gitterman Wealth Management
New Jersey
$237K +$247K +1,200 New
CS
731
Comerica Securities
Michigan
$236K -$5.76K -28 -2%
TAM
732
Trust Asset Management
Texas
$236K -$3.29K -16 -1%
RWB
733
RMR Wealth Builders
New Jersey
$235K – – –
HH
734
Hilltop Holdings
Texas
$234K -$6.17K -30 -2%
WWM
735
Windsor Wealth Management
Indiana
$233K – – –
GLR
736
Great Lakes Retirement
Ohio
$233K +$243K +1,181 New
WCA
737
Westover Capital Advisors
Delaware
$233K – – –
Lido Advisors
738
Lido Advisors
California
$232K +$242K +1,177 New
CCG
739
Cypress Capital Group
Florida
$231K -$886K -4,307 -79%
FA
740
FDx Advisors
Illinois
$230K – – –
V
741
VeraBank
Texas
$229K -$3.09K -15 -1%
AP
742
Atwood & Palmer
Missouri
$229K – – –
HC
743
Hourglass Capital
Texas
$229K – – –
LOPW
744
Live Oak Private Wealth
North Carolina
$229K – – –
NAM
745
NTV Asset Management
West Virginia
$229K – – –
RP
746
Rice Partnership
Hawaii
$229K – – –
RWP
747
Ridgecrest Wealth Partners
California
$229K – – –
TF
748
Tompkins Financial
New York
$229K – – –
BAM
749
Brave Asset Management
New Jersey
$228K – – –
MIM
750
Meixler Investment Management
Arizona
$228K +$27.8K +135 +13%