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Name Holding Trade Value Shares
Change
Change in
Stake
AIA
2751
Arbor Investment Advisors
North Carolina
$245K +$89 +1 +0%
TA
2752
Tiedemann Advisors
New York
$244K -$172K -1,944 -42%
EWM
2753
Elmwood Wealth Management
California
$244K – – –
MCG
2754
McCollum Christoferson Group
New York
$244K – – –
TIM
2755
Triad Investment Management
California
$244K – – –
MAA
2756
Mraz Amerine & Associates
California
$243K – – –
GA
2757
Gateway Advisory
New Jersey
$242K +$89 +1 +0%
SWM
2758
Selective Wealth Management
Virginia
$241K -$22.2K -250 -9%
TW
2759
Towerpoint Wealth
California
$241K -$1.42K -16 -0.6%
TF
2760
TimeScale Financial
Massachusetts
$241K +$1.24K +14 +0.5%
MCM
2761
Mattern Capital Management
Colorado
$240K -$4.25K -48 -2%
HCM
2762
HM Capital Management
Missouri
$240K +$532 +6 +0.2%
NICM
2763
Neo Ivy Capital Management
New York
$239K -$882K -9,952 -79%
MIS
2764
Morningstar Investment Services
Illinois
$239K +$230K +2,589 New
PM
2765
Parametrica Management
Hong Kong
$239K +$231K +2,609 New
DBRC
2766
D.B. Root & Company
Pennsylvania
$237K -$32.9K -371 -12%
SNBOSD
2767
Security National Bank of So Dak
Iowa
$237K -$1.33K -15 -0.6%
NG
2768
NWK Group
California
$237K – – –
OFS
2769
OneAscent Financial Services
Alabama
$237K +$228K +2,575 New
BWA
2770
Bordeaux Wealth Advisors
California
$236K -$53.1K -599 -19%
WFA
2771
Wade Financial Advisory
California
$236K +$229K +2,587 New
PFG
2772
PAX Financial Group
Texas
$235K -$975 -11 -0.4%
FFWM
2773
Future Financial Wealth Management
Ohio
$235K – – –
WAC
2774
William Allan Corp
Colorado
$235K +$5.05K +57 +2%
TA
2775
Trellis Advisors
Washington
$234K +$227K +2,564 New