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Name Holding Trade Value Shares
Change
Change in
Stake
BIP
676
Blueprint Investment Partners
North Carolina
$307K +$27.5K +624 +11%
PP
677
PDS Planning
Ohio
$307K +$282K +6,406 New
M&T Bank
678
M&T Bank
New York
$307K -$88.8K -2,018 -24%
HC
679
Henshaw Capital
Massachusetts
$305K
GDP
680
Great Diamond Partners
Maine
$304K -$3.3K -75 -1%
HAS
681
HBW Advisory Services
California
$303K -$42.3K -961 -13%
VAS
682
Vestmark Advisory Solutions
Massachusetts
$303K -$11.7K -266 -4%
CIAS
683
Capital Investment Advisory Services
North Carolina
$302K +$440 +10 +0.2%
BIAS
684
Beacon Investment Advisory Services
New Jersey
$299K -$33.2K -755 -11%
DI
685
DFPG Investments
Utah
$298K -$103K -2,351 -27%
XT
686
XTX Topco
Cayman Islands
$298K +$274K +6,218 New
SIC
687
Salem Investment Counselors
North Carolina
$297K -$720K -16,365 -73%
PTC
688
Private Trust Company
Ohio
$296K +$44K +1,000 +19%
DAS
689
Dynamic Advisor Solutions
Arizona
$294K -$629K -14,290 -70%
SW
690
Solidarity Wealth
Utah
$294K +$269K +6,125 New
WSTAM
691
Wilbanks Smith & Thomas Asset Management
Virginia
$294K +$4.14K +94 +2%
RW
692
Rede Wealth
Virginia
$293K +$11.2K +255 +4%
SHGA
693
Sand Hill Global Advisors
California
$291K -$18.7K -424 -7%
YIH
694
Y-Intercept (HK)
Hong Kong
$291K +$267K +6,066 New
GCP
695
Gill Capital Partners
Colorado
$290K +$8.8K +200 +3%
IFWM
696
Institute for Wealth Management
Colorado
$288K -$5.37K -122 -2%
PWA
697
Phoenix Wealth Advisors
North Carolina
$287K -$5.94K -135 -2%
ZF
698
Zhang Financial
Michigan
$286K +$262K +5,961 New
TCA
699
Transcend Capital Advisors
New Jersey
$285K +$1.98K +45 +0.8%
JIC
700
Johnson Investment Counsel
Ohio
$284K +$440 +10 +0.2%