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Name Holding Trade Value Shares
Change
Change in
Stake
JIC
201
Johnson Investment Counsel
Ohio
$474K +$440K +11,941 New
SGA
202
Strategic Global Advisors
California
$466K -$219K -5,948 -34%
CA
203
Clearstead Advisors
Ohio
$462K +$1.36K +37 +0.3%
GM
204
GeoWealth Management
Illinois
$462K +$429K +11,645 New
CG
205
Caprock Group
Idaho
$458K +$72.3K +1,962 +20%
EVM
206
Evelyn V. Moreno
$450K
GWMR
207
GC Wealth Management RIA
Massachusetts
$449K +$417K +11,328 New
KPWS
208
Kestra Private Wealth Services
Texas
$444K +$40.4K +1,097 +11%
BCG
209
BayBridge Capital Group
California
$439K +$393K +10,663 New
Cambridge Investment Research Advisors
210
Cambridge Investment Research Advisors
Iowa
$430K -$309K -8,384 -44%
PWG
211
Portside Wealth Group
Utah
$429K -$28.9K -785 -7%
QT
212
Quantbot Technologies
New York
$427K +$397K +10,769 New
BFG
213
Bleakley Financial Group
New Jersey
$416K +$4.38K +119 +1%
FAIM
214
Financial Advocates Investment Management
Washington
$416K +$61.4K +1,668 +19%
KIA
215
KLR Investment Advisors
Rhode Island
$413K +$384K +10,425 New
SS
216
Simplicity Solutions
Minnesota
$409K -$1.99K -54 -0.5%
SC
217
Syon Capital
California
$405K +$140K +3,790 +59%
CCM
218
Coldstream Capital Management
Washington
$405K +$376K +10,217 New
AFG
219
Atomi Financial Group
New York
$383K +$355K +9,645 New
Susquehanna International Group
220
Susquehanna International Group
Pennsylvania
$381K -$140K -3,803 -28%
APWM
221
Argonautica Private Wealth Management
Massachusetts
$380K +$221 +6 +0.1%
1WA
222
180 Wealth Advisors
Washington
$377K -$10.1K -273 -3%
GC
223
Guggenheim Capital
Illinois
$370K +$106K +2,878 +45%
IWA
224
Icon Wealth Advisors
Texas
$368K +$341K +9,268 New
PSP
225
Principal Street Partners
Tennessee
$364K -$338K -9,170 -50%