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Name Holding Trade Value Shares
Change
Change in
Stake
NC
676
nVerses Capital
Florida
$223K -$140K -872 -40%
GC
677
Gilbert & Cook
Iowa
$222K +$205K +1,280 New
GC
678
Guidance Capital
Kentucky
$218K +$188K +1,177 New
AAS
679
Ameritas Advisory Services
Nebraska
$217K +$200K +1,251 New
CF
680
Centaurus Financial
California
$216K +$199K +1,242 New
CI
681
Cigna Investments
Connecticut
$214K +$197K +1,229 New
RRA
682
Red Reef Advisors
Florida
$214K +$197K +1,231 New
WP
683
Westmount Partners
California
$214K -$60.4K -377 -23%
NG
684
Norden Group
Utah
$209K +$192K +1,202 New
IAA
685
Independent Advisor Alliance
North Carolina
$208K -$53.3K -333 -22%
NEI
686
Northwest & Ethical Investments
Ontario, Canada
$207K -$504K -3,144 -73%
MTIM
687
Marathon Trading Investment Management
Pennsylvania
$204K -$134K -839 -42%
SC
688
Savant Capital
Illinois
$203K +$205K +1,278 New
FA
689
Fagan Associates
New York
$203K +$187K +1,170 New
AWM
690
Austin Wealth Management
Texas
$200K +$177K +1,106 New
APW
691
Allied Private Wealth
Florida
$196K +$160K +1,001 New
IFWM
692
Institute for Wealth Management
Colorado
$191K +$176K +1,098 New
CFFP
693
Center for Financial Planning
Michigan
$189K +$8.01K +50 +5%
CFM
694
Compass Financial Management
Florida
$180K +$180K +1,125 New
RF
695
Roxbury Financial
New Jersey
$176K +$5.61K +35 +4%
Bank Julius Baer & Co
696
Bank Julius Baer & Co
Switzerland
$174K -$320 -2 -0.2%
BC
697
Barrett & Company
Rhode Island
$174K
GSWM
698
Golden State Wealth Management
California
$174K
WBC
699
Westpac Banking Corp
Australia
$171K +$158K +988 New
SWM
700
Spire Wealth Management
Virginia
$168K +$119K +746 +339%