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Name Holding Trade Value Shares
Change
Change in
Stake
BCV
351
Banque Cantonale Vaudoise
Switzerland
$272K -$51.9K -978 -17%
HNW
352
High Note Wealth
Minnesota
$271K
PCIA
353
Prime Capital Investment Advisors
Kansas
$269K -$4.2K -79 -2%
TI
354
Tidal Investments
Wisconsin
$267K -$138K -2,590 -35%
PCM
355
Prelude Capital Management
New York
$263K +$253K +4,763 New
CF
356
Copperwynd Financial
Arizona
$257K +$247K +4,648 New
HBCM
357
Heron Bay Capital Management
Michigan
$255K +$245K +4,617 New
PK
358
Pflug Koory
Nebraska
$249K -$797 -15 -0.3%
BFS
359
Bradley Foster & Sargent
Connecticut
$248K
MHIC
360
Marble Harbor Investment Counsel
Massachusetts
$245K +$235K +4,430 New
CI
361
CPR Investments
Michigan
$241K +$231K +4,357 New
ABLA
362
Alan B. Lancz & Associates
Ohio
$240K
TMAM
363
Tokio Marine Asset Management
Japan
$239K -$69.7K -1,312 -23%
BC
364
Burney Company
Virginia
$238K -$2.45M -46,096 -91%
MAM
365
Meeder Asset Management
Ohio
$237K -$9.13K -172 -4%
AWM
366
Axxcess Wealth Management
California
$234K +$225K +4,230 New
MIC
367
Meridian Investment Counsel
California
$233K +$224K +4,218 New
WH
368
Whitcomb & Hess
Ohio
$232K +$223K +4,193 New
CA
369
Cetera Advisors
Colorado
$227K +$218K +4,113 New
VFA
370
Values First Advisors
Tennessee
$225K +$216K +4,066 New
SSW
371
Smith Shellnut Wilson
Mississippi
$221K +$213K +4,005 New
BRWA
372
B. Riley Wealth Advisors
Florida
$221K +$212K +3,996 New
BA
373
Bridgewater Associates
Connecticut
$221K +$212K +3,994 New
API
374
Advisor Partners II
California
$219K +$210K +3,954 New
FAFN
375
First Affirmative Financial Network
Colorado
$219K +$210K +3,953 New