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Name Holding Trade Value Shares
Change
Change in
Stake
WIA
276
World Investment Advisors
California
$153K -$7.33K -441 -4%
HI
277
Horizon Investments
North Carolina
$150K +$69.4K +4,179 +71%
EWM
278
Empirical Wealth Management
Washington
$150K +$167K +10,039 New
HNB
279
Huntington National Bank
Ohio
$139K +$20.1K +1,207 +15%
BWA
280
Basecamp Wealth Advisors
Washington
$134K
AA
281
Addison Advisors
Vermont
$108K +$532 +32 +0.4%
BGAI
282
Bruce G. Allen Investments
Colorado
$101K +$4.83K +291 +4%
TPCW
283
TD Private Client Wealth
New York
$91.1K -$164K -9,849 -62%
BBHC
284
Brown Brothers Harriman & Co
New York
$87.9K +$36.6K +2,202 +60%
SWM
285
Spire Wealth Management
Virginia
$82K -$761K -45,817 -89%
GIA
286
GHP Investment Advisors
Colorado
$76.2K +$85K +5,114 New
ACM
287
Accent Capital Management
Ohio
$75.6K +$38.7K +2,328 +90%
CIAM
288
Caitong International Asset Management
Hong Kong
$72.7K +$44.6K +2,684 +122%
SWM
289
SHP Wealth Management
Massachusetts
$69.4K -$63.5K -3,820 -45%
PFBT
290
Parkside Financial Bank & Trust
Missouri
$64.2K -$2.14K -129 -3%
FDCDDQ
291
Federation des caisses Desjardins du Quebec
Quebec, Canada
$62.7K -$9.65K -581 -12%
SPIA
292
Steward Partners Investment Advisory
New York
$62.7K -$7.63K -459 -10%
TWD
293
True Wealth Design
Ohio
$61.6K +$11.5K +692 +20%
AF
294
Allworth Financial
California
$56.8K -$13.9K -836 -18%
OCWP
295
Owl Creek Wealth Partners
Colorado
$54.9K +$61.2K +3,685 New
MCM
296
Manchester Capital Management
Vermont
$52.8K
PTC
297
Private Trust Company
Ohio
$52.8K -$12.7K -764 -18%
AAP
298
Arax Advisory Partners
Colorado
$52.3K -$54.2K -3,264 -48%
ACA
299
Atlas Capital Advisors
Wyoming
$51.2K +$4K +241 +8%
Bessemer Group
300
Bessemer Group
New Jersey
$43K -$49.6K -2,988 -52%