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Name Holding Trade Value Shares
Change
Change in
Stake
BFA
1026
Beacon Financial Advisory
Ohio
$246K +$2.36K +36 +0.9%
EHWM
1027
Eads & Heald Wealth Management
Georgia
$246K -$7.86K -120 -3%
Edmond de Rothschild Holding
1028
Edmond de Rothschild Holding
Switzerland
$246K – – –
PAM
1029
Palisade Asset Management
Minnesota
$246K – – –
First Citizens Bank & Trust
1030
First Citizens Bank & Trust
North Carolina
$246K +$50.8K +775 +25%
BCP
1031
Blue Chip Partners
Michigan
$246K +$917 +14 +0.4%
CD
1032
Chapin Davis
Maryland
$245K – – –
Avior Wealth Management
1033
Avior Wealth Management
Nebraska
$245K +$12.3K +188 +5%
PGF
1034
Plan Group Financial
Oklahoma
$244K – – –
Credit Agricole
1035
Credit Agricole
France
$244K – – –
SC
1036
Sepio Capital
Utah
$244K -$41.8K -638 -14%
SFG
1037
Seamount Financial Group
Colorado
$244K +$255K +3,896 New
BC
1038
Bayforest Capital
United Kingdom
$244K +$255K +3,888 New
RFN
1039
RDA Financial Network
Iowa
$243K -$22.2K -338 -8%
Leonteq Securities AG
1040
Leonteq Securities AG
Switzerland
$238K -$34.1K -520 -12%
Saturna Capital
1041
Saturna Capital
Washington
$238K – – –
FMP
1042
Financial Management Professionals
Texas
$237K -$6.88K -105 -3%
BFG
1043
Berger Financial Group
Minnesota
$236K +$247K +3,773 New
BCG
1044
Breakwater Capital Group
New Jersey
$236K +$2.03K +31 +0.8%
HM Payson & Co
1045
HM Payson & Co
Maine
$236K +$24.1K +368 +11%
Boston Trust Walden
1046
Boston Trust Walden
Massachusetts
$235K – – –
GLA
1047
Good Life Advisors
Pennsylvania
$234K -$41.5K -633 -14%
SP
1048
Successful Portfolios
Florida
$233K +$66 +1 +0%
Journey Strategic Wealth
1049
Journey Strategic Wealth
New Jersey
$233K -$65.9K -1,005 -21%
BBA
1050
Braun-Bostich & Associates
Pennsylvania
$231K -$33.4K -510 -12%