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Name Holding Trade Value Shares
Change
Change in
Stake
SEM
226
Suncoast Equity Management
Florida
$400K +$25.9K +130 +6%
SCA
227
Snowden Capital Advisors
New York
$350K -$64.1K -322 -14%
Vanguard Personalized Indexing Management
228
Vanguard Personalized Indexing Management
California
$344K +$46.6K +234 +13%
VWM
229
Venturi Wealth Management
Texas
$337K -$200K -1,003 -34%
CHA
230
Carmichael Hill & Associates
Maryland
$336K
AWM
231
Avior Wealth Management
Nebraska
$332K +$5.77K +29 +2%
SCA
232
Summit Creek Advisors
Minnesota
$332K
MC
233
Moors & Cabot
Massachusetts
$328K +$20.5K +103 +6%
AI
234
Atom Investors
Texas
$326K +$381K +1,915 New
CIP
235
Capital Insight Partners
Arizona
$323K +$31K +156 +9%
HCA
236
Harbor Capital Advisors
Illinois
$320K +$374K +1,880 New
Wealth Enhancement Advisory Services
237
Wealth Enhancement Advisory Services
Minnesota
$310K +$363K +1,823 New
OC
238
Oppenheimer & Co
New York
$308K +$48.9K +246 +16%
Vontobel Holding
239
Vontobel Holding
Switzerland
$308K
Cetera Investment Advisers
240
Cetera Investment Advisers
Illinois
$301K -$262K -1,315 -43%
BAM
241
Blueshift Asset Management
New Jersey
$280K -$190K -957 -37%
FNBOH
242
First National Bank of Hutchinson
Kansas
$277K +$3.58K +18 +1%
SGA
243
Strategic Global Advisors
California
$273K -$22.3K -112 -7%
MGWM
244
Marks Group Wealth Management
Minnesota
$272K +$995 +5 +0.3%
S
245
SimplyRich
California
$266K -$983K -4,939 -76%
Mercer Global Advisors
246
Mercer Global Advisors
Colorado
$262K +$62.9K +316 +26%
WT
247
Whittier Trust
California
$244K +$29.3K +147 +11%
AWS
248
Atria Wealth Solutions
New York
$240K -$6.76K -34 -2%
BRWA
249
B. Riley Wealth Advisors
Florida
$239K +$7.56K +38 +3%
BHC
250
Bowen Hanes & Co
Florida
$238K