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Name Holding Trade Value Shares
Change
Change in
Stake
BA
1476
Bridgewater Associates
Connecticut
$351K -$497K -4,060 -61%
AO
1477
Advisor OS
Illinois
$350K -$10.4K -85 -3%
UCB
1478
United Community Bank
South Carolina
$349K
AWA
1479
Aaron Wealth Advisors
Illinois
$348K +$27.7K +226 +10%
MIS
1480
Morningstar Investment Services
Illinois
$348K +$62.1K +507 +25%
BTC
1481
Bank & Trust Company
Illinois
$348K
PA
1482
Promethium Advisors
Maryland
$346K +$310K +2,534 New
SP
1483
Successful Portfolios
Florida
$345K -$1.1K -9 -0.4%
BSHC
1484
Breed's Hill Capital
Massachusetts
$345K
RMF
1485
Red Mountain Financial
Colorado
$344K +$308K +2,517 New
MSWM
1486
McGlone Suttner Wealth Management
Wisconsin
$344K +$56.4K +461 +22%
NAM
1487
NorthCrest Asset Manangement
Minnesota
$343K +$54.5K +445 +22%
MGIA
1488
Matthew Goff Investment Advisor
Texas
$343K +$307K +2,510 New
SGAM
1489
Smith Group Asset Management
Texas
$343K +$307K +2,510 New
EWM
1490
Empirical Wealth Management
Washington
$342K -$130K -1,066 -30%
LF
1491
Lantz Financial
Illinois
$342K +$3.92K +32 +1%
FI
1492
Fractal Investments
Connecticut
$342K
SSWG
1493
Seven Springs Wealth Group
Tennessee
$342K
TCM
1494
Telos Capital Management
California
$341K -$16.6K -136 -5%
BW
1495
Bison Wealth
Georgia
$341K -$133K -1,089 -30%
SAI
1496
Savvy Advisors Inc
New York
$341K +$305K +2,495 New
BIAS
1497
Beacon Investment Advisory Services
New Jersey
$341K -$122 -1 -0%
PCM
1498
Prelude Capital Management
New York
$341K +$305K +2,492 New
BCA
1499
Bay Colony Advisors
Massachusetts
$340K -$1.71K -14 -0.6%
DAS
1500
Diversify Advisory Services
Utah
$339K +$4.65K +38 +2%