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Name Holding Trade Value Shares
Change
Change in
Stake
DA
1551
DSC Advisors
Illinois
$227K +$226K +1,490 New
NIWA
1552
New Insight Wealth Advisors
California
$226K +$224K +1,480 New
SPIS
1553
Steward Partners Investment Solutions
Oregon
$226K +$224K +1,480 New
OWA
1554
Opal Wealth Advisors
New York
$225K -$34.8K -230 -13%
NJBEST
1555
New Jersey Better Educational Savings Trust
New Jersey
$225K – – –
CBFP
1556
Cedar Brook Financial Partners
Ohio
$223K -$9.09K -60 -4%
EBA
1557
Eagle Bay Advisors
New York
$223K +$758 +5 +0.3%
BCM
1558
BlueCrest Capital Management
Jersey
$222K -$356K -2,350 -62%
MCP
1559
Mirador Capital Partners
California
$222K +$1.51K +10 +0.7%
BWM
1560
BNC Wealth Management
Oregon
$222K +$220K +1,455 New
SIG
1561
Spinnaker Investment Group
California
$219K – – –
SMC
1562
Smith, Moore & Co
Missouri
$218K +$217K +1,430 New
AWA
1563
Amplius Wealth Advisors
Pennsylvania
$217K +$216K +1,425 New
EGA
1564
E&G Advisors
Texas
$217K +$216K +1,425 New
NB
1565
NBT Bank
New York
$217K +$216K +1,425 New
TCOV
1566
Trust Company of Vermont
Vermont
$214K +$12.9K +85 +6%
KI
1567
Kapitalo Investimentos
Brazil
$214K +$90.1K +595 +73%
B
1568
Bellecapital
Switzerland
$214K +$213K +1,405 New
PMFA
1569
Plante Moran Financial Advisors
Michigan
$213K -$133K -880 -39%
LFG
1570
Larson Financial Group
Missouri
$213K -$25K -165 -11%
T
1571
Tidemark
California
$213K -$8.33K -55 -4%
BWM
1572
Blossom Wealth Management
California
$213K +$212K +1,400 New
RBC
1573
Roble Belko & Company
Pennsylvania
$213K – – –
VDI
1574
Vaughan David Investments
Illinois
$213K +$211K +1,395 New
OLVIG
1575
Oliver Lagore Vanvalin Investment Group
Michigan
$213K +$166K +1,095 +365%