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Name Holding Trade Value Shares
Change
Change in
Stake
AA
301
AlphaMark Advisors
Kentucky
$293K +$268K +6,845 New
AGA
302
Accuvest Global Advisors
Utah
$290K +$265K +6,770 New
GT
303
Greenleaf Trust
Michigan
$287K +$353 +9 +0.1%
JMPWA
304
JP Morgan Private Wealth Advisors
California
$286K +$11.4K +292 +5%
SIA
305
Strategic Investment Advisors
Michigan
$283K -$157 -4 -0.1%
FIA
306
Foundations Investment Advisors
Arizona
$279K
EWM
307
Empirical Wealth Management
Washington
$275K +$252K +6,432 New
TA
308
TFB Advisors
Kansas
$273K -$10K -255 -4%
KIA
309
KLR Investment Advisors
Rhode Island
$270K -$16K -408 -5%
CT
310
Chicago Trust
Illinois
$267K -$116K -2,947 -32%
AWC
311
Abundance Wealth Counselors
Pennsylvania
$265K -$314 -8 -0.1%
II
312
Ibex Investors
Colorado
$257K +$235K +6,000 New
RWP
313
RWA Wealth Partners
Massachusetts
$257K +$235K +6,000 New
CAM
314
Cubic Asset Management
Massachusetts
$256K -$6.86K -175 -3%
MLICM
315
Metropolitan Life Insurance Company (MetLife)
New York
$255K +$13.3K +338 +6%
PNC Financial Services Group
316
PNC Financial Services Group
Pennsylvania
$252K -$2.59K -66 -1%
FIM
317
Freedom Investment Management
Connecticut
$251K -$70.5K -1,797 -23%
QCM
318
QRG Capital Management
Illinois
$239K +$219K +5,589 New
TI
319
Tidal Investments
Wisconsin
$237K -$2.39M -60,822 -92%
GWP
320
Gateway Wealth Partners
Wisconsin
$229K +$210K +5,344 New
PBF
321
Petix & Botte Financial
California
$219K +$200K +5,106 New
SWA
322
SFMG Wealth Advisors
Texas
$215K +$197K +5,016 New
CGH
323
CMG Global Holdings
Texas
$214K +$196K +5,000 New
Wealth Enhancement Advisory Services
324
Wealth Enhancement Advisory Services
Minnesota
$214K +$196K +4,989 New
PA
325
Profund Advisors
Maryland
$212K +$194K +4,943 New