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Name Holding Trade Value Shares
Change
Change in
Stake
FLPIM
676
F.L. Putnam Investment Management
Massachusetts
$241K +$34.5K +110 +16%
AAS
677
Avantax Advisory Services
Texas
$240K -$224K -713 -47%
P
678
Pitcairn
Pennsylvania
$239K -$5.65K -18 -2%
FHB
679
First Hawaiian Bank
Hawaii
$238K +$252K +802 New
WCM
680
Windham Capital Management
Massachusetts
$237K
SG
681
StoneX Group
New York
$236K +$628 +2 +0.3%
CCM
682
Coldstream Capital Management
Washington
$236K +$333K +1,060 New
NP
683
NorthRock Partners
Minnesota
$234K -$77.8K -248 -24%
WCWM
684
Willow Creek Wealth Management
California
$234K
SC
685
Savant Capital
Illinois
$234K +$247K +788 New
TF
686
Trek Financial
Arizona
$232K -$191K -608 -44%
SFG
687
Sovereign Financial Group
Connecticut
$230K +$243K +774 New
LIM
688
Lathrop Investment Management
Arkansas
$228K
Verition Fund Management
689
Verition Fund Management
Connecticut
$227K +$240K +765 New
IWA
690
IVC Wealth Advisors
Pennsylvania
$226K
PBF
691
Petix & Botte Financial
California
$226K +$238K +760 New
CC
692
Courier Capital
New York
$225K +$6.28K +20 +3%
WLIM
693
White Lighthouse Investment Management
Massachusetts
$223K
JIC
694
Johnson Investment Counsel
Ohio
$223K +$314 +1 +0.1%
MFGM
695
Marshall Financial Group (Maryland)
Maryland
$222K +$235K +748 New
LFF
696
Level Four Financial
Texas
$221K +$941 +3 +0.4%
FWM
697
Focused Wealth Management
New York
$220K +$75.3K +240 +48%
OC
698
Oarsman Capital
Wisconsin
$219K
RWB
699
RMR Wealth Builders
New Jersey
$219K +$231K +737 New
IFWM
700
Institute for Wealth Management
Colorado
$217K +$16.9K +54 +8%