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Name Holding Trade Value Shares
Change
Change in
Stake
SC
901
Sapient Capital
Indiana
$241K
PIA
902
Powell Investment Advisors
Florida
$240K
MGIA
903
Moneta Group Investment Advisors
Missouri
$239K +$5.97K +90 +4%
CCM
904
Coldstream Capital Management
Washington
$239K +$5.57K +84 +2%
ACM
905
Ashford Capital Management
Delaware
$238K
PWPS
906
Pinnacle Wealth Planning Services
Ohio
$236K -$33.7K -508 -12%
CCWM
907
Cassaday & Co Wealth Management
Virginia
$236K +$8.36K +126 +4%
AQR Capital Management
908
AQR Capital Management
Connecticut
$235K -$17K -256 -7%
EWM
909
Evermay Wealth Management
Virginia
$234K
HFP
910
Holistic Financial Partners
Indiana
$234K +$12.1K +182 +5%
GT
911
Glenview Trust
Kentucky
$233K -$1.66K -25 -0.7%
RCA
912
Resonant Capital Advisors
Wisconsin
$232K -$36.3K -547 -13%
KMWM
913
Keudell/Morrison Wealth Management
Oregon
$232K +$233K +3,508 New
OTPPB
914
Ontario Teachers' Pension Plan Board
Ontario, Canada
$232K -$590K -8,900 -72%
LA
915
LVW Advisors
New York
$231K +$1.13K +17 +0.5%
OPWM
916
Oxinas Partners Wealth Management
Indiana
$229K -$89.5K -1,350 -28%
PFWA
917
Paces Ferry Wealth Advisors
Georgia
$228K +$34.7K +523 +18%
KHCM
918
Kirtland Hills Capital Management
Ohio
$225K +$3.98K +60 +2%
BCM
919
Buckhead Capital Management
Georgia
$225K +$226K +3,400 New
APW
920
Acima Private Wealth
Virginia
$222K
EAM
921
Empirical Asset Management
Massachusetts
$221K +$222K +3,345 New
TWM
922
Trueblood Wealth Management
Ohio
$220K -$19.9K -300 -8%
BCV
923
Banque Cantonale Vaudoise
Switzerland
$220K +$39.2K +591 +22%
HW
924
Hamilton Wealth
California
$219K +$220K +3,314 New
RWA
925
Redhawk Wealth Advisors
Minnesota
$218K +$3.12K +47 +1%