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Name Holding Trade Value Shares
Change
Change in
Stake
JBA
701
Johnson Bixby & Associates
Washington
$227K
UB
702
UMB Bank
Missouri
$227K +$14.3K +51 +6%
SGI
703
Summit Global Investments
Utah
$226K -$1.18M -4,188 -83%
IC
704
Inscription Capital
Texas
$225K +$37.4K +133 +19%
FB
705
Fulton Bank
Pennsylvania
$223K -$160K -569 -41%
AF
706
Advisornet Financial
Minnesota
$223K +$38K +135 +19%
GKWIM
707
Gerber Kawasaki Wealth & Investment Management
California
$222K
WWM
708
Waterway Wealth Management
Texas
$222K
BAAM
709
Baker Avenue Asset Management
California
$221K +$233K +829 New
EPAM
710
Euro Pacific Asset Management
Puerto Rico
$221K -$7.03K -25 -3%
IPW
711
Intergy Private Wealth
Colorado
$216K -$54.6K -194 -19%
CPA
712
Capital Performance Advisors
California
$216K -$14.9K -53 -6%
PFW
713
Petros Family Wealth
Minnesota
$214K +$225K +800 New
CWA
714
CogentBlue Wealth Advisors
Tennessee
$213K
PWP
715
Phillips Wealth Planners
Mississippi
$213K -$34.3K -122 -14%
Baird Financial Group
716
Baird Financial Group
Wisconsin
$213K -$9K -32 -4%
SAI
717
Savvy Advisors Inc
New York
$211K +$222K +788 New
XF
718
XML Financial
Maryland
$210K
AO
719
Advisor OS
Illinois
$208K +$25K +89 +13%
MIFH
720
Migdal Insurance & Financial Holdings
Israel
$208K -$26.7K -95 -11%
FCH
721
Freestone Capital Holdings
Washington
$208K +$219K +777 New
AGA
722
Accuvest Global Advisors
Utah
$207K -$441K -1,569 -67%
MWS
723
MFA Wealth Services
California
$207K
VC
724
Veery Capital
Delaware
$206K
JCM
725
Janney Capital Management
Pennsylvania
$206K -$38.8K -138 -15%