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Name Holding Trade Value Shares
Change
Change in
Stake
TRIA
3226
Trail Ridge Investment Advisors
Colorado
$223K +$15.2K +172 +8%
EWP
3227
Evergreen Wealth Partners
Montana
$223K +$5.11K +58 +3%
SIM
3228
Studio Investment Management
Illinois
$223K +$705 +8 +0.3%
CGA
3229
Crescent Grove Advisors
Illinois
$223K +$1.85K +21 +0.9%
B
3230
Barings
North Carolina
$223K +$4.32K +49 +2%
GPW
3231
Genesis Private Wealth
Virginia
$223K +$204K +2,316 New
BSTWA
3232
Blake Schutter Theil Wealth Advisors
Ohio
$222K
MFG
3233
Mosaic Financial Group
Illinois
$222K +$2.64K +30 +1%
CAM
3234
CenterStar Asset Management
Illinois
$221K +$203K +2,304 New
Boston Partners
3235
Boston Partners
Massachusetts
$221K +$26.5K +301 New
DP
3236
DDD Partners
Washington
$221K +$203K +2,301 New
SDWIA
3237
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$221K -$1.76K -20 -0.9%
PFM
3238
Patton Fund Management
Texas
$221K
SFWA
3239
Summit Financial Wealth Advisors
Louisiana
$221K +$202K +2,298 New
CL
3240
CPWA LLC
Oregon
$220K +$227K +2,579 New
HA
3241
Huntleigh Advisors
Missouri
$220K -$1.52M -17,280 -88%
AFG
3242
Altiora Financial Group
Ohio
$220K -$5.29K -60 -3%
RIS
3243
Retirement Income Solutions
Michigan
$220K
GHA
3244
Granite Harbor Advisors
Texas
$220K
VCM
3245
Viewpoint Capital Management
Washington
$219K +$201K +2,282 New
WT
3246
Washington Trust
Rhode Island
$219K +$201K +2,282 New
AL
3247
ARWA LLC
Texas
$219K +$189K +2,145 New
TFP
3248
TrueWealth Financial Partners
Washington
$219K +$200K +2,275 New
HC
3249
Hamilton Capital
Ohio
$218K +$199K +2,264 New
RT
3250
Rockland Trust
Massachusetts
$217K +$5.9K +67 +3%