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Name Holding Trade Value Shares
Change
Change in
Stake
EA
901
Eudaimonia Advisors
Tennessee
$258K +$10K +63 +4%
TWM
902
TriaGen Wealth Management
California
$256K -$8.91K -56 -3%
IWC
903
Integrated Wealth Concepts
Massachusetts
$252K +$259K +1,630 New
Millennium Management
904
Millennium Management
New York
$251K -$26.6M -167,509 -99%
Bank Julius Baer & Co
905
Bank Julius Baer & Co
Switzerland
$251K +$116K +730 +82%
VWM
906
Vigilare Wealth Management
Arizona
$251K -$47.7K -300 -16%
PP
907
Patron Partners
Texas
$249K -$795 -5 -0.3%
VSQM
908
V-Square Quantitative Management
Illinois
$249K +$256K +1,610 New
RCAG
909
Rehmann Capital Advisory Group
Michigan
$249K -$10.5K -66 -4%
SA
910
Syntax Advisors
New York
$248K -$112K -707 -31%
VCG
911
Vantage Consulting Group
Virginia
$248K -$112K -707 -31%
WBCM
912
Wilson & Boucher Capital Management
California
$247K -$47.7K -300 -16%
NFC
913
Northeast Financial Consultants
Connecticut
$247K – – –
VCP
914
Vista Capital Partners
Oregon
$247K – – –
SCM
915
Shelton Capital Management
Colorado
$246K -$21.2K -133 -8%
GWAM
916
Guardian Wealth Advisors (Minnesota)
Minnesota
$245K +$252K +1,587 New
CAMG
917
CWA Asset Management Group
Florida
$245K -$1.7M -10,689 -87%
CC
918
Chicago Capital
Illinois
$245K – – –
JF
919
Joule Financial
Kentucky
$244K +$2.23K +14 +0.9%
SIC
920
Samalin Investment Counsel
New York
$243K +$795 +5 +0.3%
CF
921
Copperwynd Financial
Arizona
$241K -$7.48K -47 -3%
PCMC
922
Paragon Capital Management (Colorado)
Colorado
$239K -$1.11K -7 -0.5%
TIM
923
Tortoise Investment Management
New York
$239K – – –
TWP
924
Tower Wealth Partners
Pennsylvania
$238K +$245K +1,538 New
KI
925
Kula Investments
Illinois
$237K -$168K -1,056 -41%