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Name Holding Trade Value Shares
Change
Change in
Stake
BSW
826
Buckingham Strategic Wealth
Missouri
$260K +$5.39K +17 +2%
TAM
827
Tocqueville Asset Management
New York
$259K
AAIS
828
ABN AMRO Investment Solutions
$259K
SMWM
829
Silvia McColl Wealth Management
California
$258K
RZH
830
Relyea Zuckerberg Hanson
Connecticut
$258K +$235K +741 New
6F
831
626 Financial
Michigan
$257K -$19K -60 -8%
AA
832
Addison Advisors
Vermont
$256K +$12.7K +40 +6%
CA
833
Carson Advisory
Georgia
$250K
GWS
834
Glassman Wealth Services
Virginia
$250K +$152K +478 +198%
GSEP
835
Golden State Equity Partners
California
$249K +$227K +716 New
PL
836
Perpetual Ltd
Australia
$249K -$2.85K -9 -1%
MAM
837
McLean Asset Management
Virginia
$248K -$317 -1 -0.1%
GIA
838
Gladstone Institutional Advisory
Florida
$246K +$317 +1 +0.1%
Federated Hermes
839
Federated Hermes
Pennsylvania
$245K +$1.27K +4 +0.6%
PWPS
840
Pinnacle Wealth Planning Services
Ohio
$245K +$6.02K +19 +3%
LSA
841
Lion Street Advisors
Texas
$245K +$192K +606 New
PCIG
842
Partners Capital Investment Group
Massachusetts
$243K +$221K +698 New
MAM
843
Magellan Asset Management
Australia
$242K +$18.1K +57 +9%
FCAG
844
First Capital Advisors Group
New Jersey
$241K +$219K +692 New
GIA
845
Guyasuta Investment Advisors
Pennsylvania
$239K
LC
846
Lindbrook Capital
California
$239K +$2.54K +8 +1%
FFP
847
FourThought Financial Partners
Florida
$238K
MOS
848
MGO One Seven
Ohio
$238K +$217K +685 New
LHC
849
Little House Capital
Massachusetts
$230K
CT
850
Caldwell Trust
Florida
$229K