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Name Holding Trade Value Shares
Change
Change in
Stake
PE
751
PCM Encore
Colorado
$335K -$3.5K -6 -1%
MWM
752
Meridian Wealth Management
Kentucky
$332K -$15.8K -27 -4%
PPW
753
Parcion Private Wealth
Washington
$331K +$54.8K +94 +19%
CIA
754
Citadel Investment Advisory
Ohio
$328K – – –
JF
755
JSF Financial
California
$327K – – –
ZBNA
756
Zions Bancorporation, National Association
Utah
$326K +$237K +406 +231%
ASA
757
Axxion S.A.
Luxembourg
$323K +$336K +576 New
Voloridge Investment Management
758
Voloridge Investment Management
Florida
$321K -$4.96M -8,507 -94%
FAM
759
Fenimore Asset Management
New York
$320K – – –
FCM
760
Fieldview Capital Management
Michigan
$318K +$331K +567 New
WAM
761
Weiss Asset Management
Massachusetts
$316K +$329K +564 New
CAL
762
Capital Advisors Ltd
Ohio
$315K – – –
NWAG
763
Net Worth Advisory Group
Utah
$314K -$20.4K -35 -6%
CWM
764
Connecticut Wealth Management
Connecticut
$314K -$22.2K -38 -6%
CP
765
Castleview Partners
Texas
$314K -$5.25K -9 -2%
SL
766
Sentinus LLC
Illinois
$313K +$51.3K +88 +19%
RSWM
767
Robertson Stephens Wealth Management
California
$312K -$8.17K -14 -2%
AIP
768
Almanack Investment Partners
Pennsylvania
$310K +$323K +553 New
WCM
769
Weaver Capital Management
Georgia
$309K – – –
IWA
770
Icon Wealth Advisors
Texas
$309K -$84K -144 -21%
CSPIA
771
Cary Street Partners Investment Advisory
Virginia
$305K -$14K -24 -4%
GRP
772
Global Retirement Partners
California
$304K +$316K +542 New
LFA
773
Legacy Financial Advisors
Kentucky
$303K -$583 -1 -0.2%
AWA
774
Aaron Wealth Advisors
Illinois
$302K -$186K -318 -37%
AWM
775
Aprio Wealth Management
Georgia
$298K +$11.1K +19 +4%