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Name Holding Trade Value Shares
Change
Change in
Stake
CG
551
Caprock Group
Idaho
$233K +$217K +3,050 New
PA
552
Parallel Advisors
California
$233K +$91.3K +1,280 +71%
CWA
553
Clarus Wealth Advisors
Arizona
$232K +$215K +3,019 New
PFA
554
Pure Financial Advisors
California
$231K +$218K +3,057 New
VCM
555
Versant Capital Management
Arizona
$230K +$42.5K +596 +24%
GSEP
556
Golden State Equity Partners
California
$228K +$216K +3,026 New
CSB
557
City State Bank
Iowa
$228K -$33.5K -470 -13%
HPC
558
HM Payson & Co
Maine
$227K +$63.9K +896 +43%
BEAM
559
Baker Ellis Asset Management
Washington
$226K +$214K +3,000 New
VFM
560
Vision Financial Markets
Connecticut
$226K +$214K +3,000 New
PWAM
561
Pinnacle West Asset Management
Wyoming
$226K +$213K +2,990 New
WA
562
Waverly Advisors
Alabama
$224K +$212K +2,975 New
EFS
563
Essex Financial Services
Connecticut
$224K +$212K +2,973 New
FCG
564
Fielder Capital Group
Tennessee
$222K -$75.7K -1,062 -26%
BP
565
BNP Paribas
France
$219K – – –
OIA
566
OneDigital Investment Advisors
Kansas
$219K +$207K +2,901 New
EGA
567
E&G Advisors
Texas
$219K +$207K +2,900 New
EMCIP
568
Ewing Morris & Co Investment Partners
Ontario, Canada
$218K +$205K +2,870 New
XT
569
XTX Topco
Cayman Islands
$216K +$204K +2,867 New
BWP
570
Balboa Wealth Partners
Arizona
$212K +$200K +2,811 New
JWM
571
Jeppson Wealth Management
California
$210K +$199K +2,788 New
WANY
572
Wealthspire Advisors (New York)
New York
$210K +$198K +2,781 New
LMFP
573
Larry Mathis Financial Planning
Arizona
$209K +$198K +2,770 New
HF
574
HRT Financial
New York
$209K -$2.63M -36,857 -93%
CWM
575
Cornerstone Wealth Management
Missouri
$208K +$197K +2,757 New