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Name Holding Trade Value Shares
Change
Change in
Stake
PFGIA
726
Patriot Financial Group Insurance Agency
Massachusetts
$240K +$20K +68 +9%
ECM
727
Evergreen Capital Management
Washington
$238K +$232K +789 New
WCWM
728
Willow Creek Wealth Management
California
$238K
P
729
Pitcairn
Pennsylvania
$238K +$12.1K +41 +5%
LOAMS
730
Lombard Odier Asset Management (Switzerland)
Switzerland
$237K +$231K +784 New
PWA
731
Physician Wealth Advisors
Utah
$235K
RG
732
Renaissance Group
Kentucky
$234K +$228K +774 New
GL
733
Graypoint LLC
New York
$232K +$226K +768 New
LIM
734
Lathrop Investment Management
Arkansas
$232K
AFG
735
Arkansas Financial Group
Arkansas
$231K
AAIS
736
ABN AMRO Investment Solutions
$231K +$224K +763 New
BHPW
737
Beverly Hills Private Wealth
California
$230K +$224K +761 New
IWA
738
IVC Wealth Advisors
Pennsylvania
$230K
WLIM
739
White Lighthouse Investment Management
Massachusetts
$227K
Jones Financial Companies
740
Jones Financial Companies
Missouri
$227K +$30K +102 +16%
TF
741
TIAA FSB
Florida
$226K -$226K -767 -51%
HFM
742
Harvest Fund Management
China
$224K
DMBA
743
Deseret Mutual Benefit Administrators
Utah
$224K -$52.3K -178 -19%
FFP
744
FourThought Financial Partners
Florida
$222K +$882 +3 +0.4%
FWS
745
FinDec Wealth Services
California
$220K
CS
746
Comerica Securities
Michigan
$220K +$179K +609 +516%
RMCM
747
Reynders McVeigh Capital Management
Massachusetts
$219K
BC
748
Burney Company
Virginia
$217K +$211K +719 New
PWPS
749
Pinnacle Wealth Planning Services
Ohio
$216K +$210K +714 New
SIA
750
Sit Investment Associates
Minnesota
$215K