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Name Holding Trade Value Shares
Change
Change in
Stake
PJWM
726
Philip James Wealth Mangement
Georgia
$496K +$452K +2,850 New
SFG
727
Seamount Financial Group
Colorado
$492K +$448K +2,825 New
SFI
728
Siemens Fonds Invest
Germany
$489K +$101K +640 +29%
PAS
729
Point72 Asia (Singapore)
Singapore
$489K +$446K +2,811 New
CWP
730
Capital Wealth Planning
Florida
$489K -$23K -145 -5%
FIM
731
Fernwood Investment Management
Massachusetts
$489K – – –
CT
732
ClearAlpha Technologies
Connecticut
$489K +$445K +2,809 New
CWM
733
Connecticut Wealth Management
Connecticut
$489K -$4.28K -27 -1%
FCAS
734
First Command Advisory Services
Texas
$488K -$16.3K -103 -4%
PT
735
Plimoth Trust
Massachusetts
$482K -$23.8K -150 -5%
ACA
736
Atlas Capital Advisors
Wyoming
$482K -$20.1K -127 -4%
DIP
737
Davis Investment Partners
North Carolina
$482K – – –
WWM
738
Waterway Wealth Management
Texas
$480K +$437K +2,759 New
APP
739
Avantax Planning Partners
Iowa
$474K -$5.23K -33 -1%
ZIG
740
Zullo Investment Group
Pennsylvania
$473K +$56.3K +355 +15%
AI
741
AdvisorShares Investments
Maryland
$472K -$5.07K -32 -1%
CC
742
Corton Capital
Ontario, Canada
$469K -$133K -839 -24%
CPA
743
Court Place Advisors
Maryland
$466K – – –
BFM
744
Boston Financial Management
Massachusetts
$463K – – –
CI
745
Cigna Investments
Connecticut
$463K -$3.81K -24 -0.9%
CI Investments Inc
746
CI Investments Inc
Ontario, Canada
$463K +$9.99K +63 +2%
BP
747
Ballentine Partners
Massachusetts
$462K -$71.7K -452 -15%
P
748
Pitcairn
Pennsylvania
$460K -$272K -1,715 -39%
EFP
749
Envision Financial Planning
Tennessee
$459K -$1.59K -10 -0.4%
IWC
750
Integrated Wealth Concepts
Massachusetts
$459K +$85.5K +539 +26%