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Name Holding Trade Value Shares
Change
Change in
Stake
GIA
901
Gateway Investment Advisers
Ohio
$316K +$71.8K +1,003 +30%
SCM
902
Shelton Capital Management
Colorado
$316K -$71.6K -1,000 -19%
STA
903
Summit Trail Advisors
New York
$316K -$11.2K -157 -3%
CCA
904
Cobblestone Capital Advisors
New York
$315K
APWM
905
Argonautica Private Wealth Management
Massachusetts
$315K +$312K +4,353 New
BAM
906
Bosun Asset Management
Illinois
$310K -$15.2K -212 -5%
PFPT
907
Pinnacle Financial Partners (Tennessee)
Tennessee
$310K -$15.9K -222 -5%
VT
908
Vise Technologies
New York
$308K -$36.3K -507 -11%
TFM
909
TFC Financial Management
Massachusetts
$308K
SIA
910
Schechter Investment Advisors
Michigan
$306K +$21.6K +301 +8%
UF
911
Univest Financial
Pennsylvania
$305K -$61.3K -856 -17%
GLLW
912
Graves Light Lenhart Wealth
Virginia
$305K
CFAM
913
Center For Asset Management
Florida
$305K +$301K +4,208 New
SWM
914
Scissortail Wealth Management
Oklahoma
$303K +$303K +4,237 New
MAM
915
MMA Asset Management
Pennsylvania
$302K -$34.4K -480 -10%
FAIM
916
Financial Advocates Investment Management
Washington
$302K +$34.2K +477 +13%
ZCA
917
Zeke Capital Advisors
Pennsylvania
$302K +$299K +4,169 New
RCA
918
Resonant Capital Advisors
Wisconsin
$301K +$298K +4,160 New
BWP
919
BSW Wealth Partners
Colorado
$299K +$13.7K +191 +5%
CFP
920
Catalyst Financial Partners
Massachusetts
$298K +$295K +4,124 New
AWE
921
Avidian Wealth Enterprises
Texas
$298K -$4.58K -64 -2%
GA
922
Geller Advisors
New York
$297K +$11.2K +156 +4%
CC
923
Corton Capital
Ontario, Canada
$297K +$294K +4,106 New
CCIA
924
Campbell & Co Investment Adviser
Maryland
$295K +$292K +4,081 New
SLI
925
Sumitomo Life Insurance
Japan
$294K -$5.01K -70 -2%