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Name Holding Trade Value Shares
Change
Change in
Stake
EPM
3026
Elm Partners Management
Pennsylvania
$240K +$573 +2 +0.2%
AF
3027
Avanza Fonder
Sweden
$239K – – –
BFAG
3028
Blackston Financial Advisory Group
Florida
$238K +$3.15K +11 +1%
QFA
3029
Quantum Financial Advisors
California
$238K +$13.2K +46 +6%
WG
3030
Wellington Group
Indiana
$238K -$16.6K -58 -6%
GSAM
3031
Grant Street Asset Management
Pennsylvania
$237K -$91.8K -320 -27%
Parallax Volatility Advisers
3032
Parallax Volatility Advisers
California
$237K -$2.34M -8,175 -90%
CMP
3033
Courage Miller Partners
Virginia
$237K -$1.72K -6 -0.7%
HIW
3034
Holos Integrated Wealth
Pennsylvania
$237K -$8.6K -30 -3%
FC
3035
Fusion Capital
South Carolina
$237K +$27.8K +97 +12%
WG
3036
Watchman Group
Texas
$237K +$5.45K +19 +2%
MWA
3037
Motive Wealth Advisors
Michigan
$236K -$78.9K -275 -24%
CAP
3038
Columbia Advisory Partners
Washington
$236K +$860 +3 +0.3%
FGWP
3039
Founders Grove Wealth Partners
Virginia
$236K +$29.8K +104 +14%
HPM
3040
Hoxton Planning & Management
West Virginia
$236K -$19.8K -69 -7%
CJ
3041
Caitlin John
Michigan
$235K +$144K +502 +136%
PRI
3042
Prepared Retirement Institute
Pennsylvania
$235K -$4.88K -17 -2%
AA
3043
Advisory Advocates
Michigan
$235K -$43K -150 -15%
SIAG
3044
Safeguard Investment Advisory Group
California
$235K -$2.87K -10 -1%
RTC
3045
Riverview Trust Company
Washington
$234K – – –
HFP
3046
Holistic Financial Partners
Indiana
$234K -$158K -550 -39%
KOC
3047
Koss-Olinger Consulting
Florida
$233K +$16.1K +56 +7%
SIM
3048
SSI Investment Management
California
$233K – – –
FBFS
3049
First Business Financial Services
Wisconsin
$232K -$210K -733 -46%
ECM
3050
EagleClaw Capital Management
Massachusetts
$232K +$246K +857 New