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Name Holding Trade Value Shares
Change
Change in
Stake
GT
701
Greenleaf Trust
Michigan
$278K +$206K +1,422 New
SI
702
Stonekeep Investments
New Mexico
$275K +$204K +1,403 New
FCM
703
Fortis Capital Management
Washington
$274K +$203K +1,398 New
GIM
704
Generali Investments Management
Slovenia
$272K +$202K +1,393 New
JSL
705
JT Stratford LLC
Georgia
$272K -$97.9K -674 -33%
BEI
706
Benjamin Edwards Inc
Missouri
$268K +$199K +1,368 New
FLPIM
707
F.L. Putnam Investment Management
Massachusetts
$267K +$198K +1,365 New
NL
708
NWAM LLC
Washington
$265K +$185K +1,275 New
SAM
709
Strategy Asset Managers
California
$265K +$196K +1,351 New
LOIM
710
Liberty One Investment Management
Illinois
$263K -$121K -830 -38%
PA
711
Paragon Advisors
Texas
$263K +$195K +1,342 New
LAM
712
L2 Asset Management
Massachusetts
$261K +$193K +1,331 New
QWP
713
Quotient Wealth Partners
Texas
$258K +$192K +1,320 New
WA
714
Waverly Advisors
Alabama
$256K +$189K +1,305 New
AO
715
Advisor OS
Illinois
$256K +$189K +1,305 New
TPA
716
Trivium Point Advisory
Connecticut
$255K +$189K +1,303 New
WIA
717
World Investment Advisors
California
$255K +$189K +1,301 New
CF
718
Centaurus Financial
California
$254K -$1.16K -8 -0.6%
Fidelity International
719
Fidelity International
Bermuda
$254K +$154K +1,061 +453%
LAS
720
Legacy Advisory Services
Pennsylvania
$253K +$187K +1,290 New
MFA
721
Mayflower Financial Advisors
Massachusetts
$252K -$326K -2,248 -64%
AWM
722
Ameliora Wealth Management
Switzerland
$252K -$3.19K -22 -2%
WC
723
Waterloo Capital
Texas
$252K +$187K +1,289 New
AAM
724
Alphadyne Asset Management
New York
$252K +$187K +1,286 New
CA
725
Clearstead Advisors
Ohio
$251K +$28.9K +199 +18%