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Name Holding Trade Value Shares
Change
Change in
Stake
HAG
651
HighPoint Advisor Group
Illinois
$307K +$43.2K +128 +16%
2L
652
25 LLC
Missouri
$305K +$2.7K +8 +0.9%
FC
653
Fulcrum Capital
Washington
$303K
SI
654
Sava Infond
Slovenia
$302K +$300K +890 New
IWA
655
IBEX Wealth Advisors
New Jersey
$300K +$299K +885 New
PWM
656
Perigon Wealth Management
California
$300K +$25.3K +75 +9%
CCAL
657
City Center Advisors LLC
Michigan
$298K -$17.6K -52 -6%
VI
658
Versor Investments
New York
$296K -$574K -1,700 -66%
DT
659
Diversified Trust
Tennessee
$294K +$293K +867 New
BAM
660
Belpointe Asset Management
Nevada
$294K -$157K -464 -31%
CPW
661
Crestmont Private Wealth
Texas
$293K -$66.5K -197 -19%
C
662
Covestor
United Kingdom
$293K -$7.09K -21 -2%
ETC
663
Exchange Traded Concepts
Oklahoma
$293K -$1.22M -3,615 -81%
PTC
664
Petrus Trust Company
Texas
$293K -$352K -1,044 -55%
AWA
665
Aaron Wealth Advisors
Illinois
$292K +$290K +860 New
HWM
666
HB Wealth Management
Georgia
$292K +$40.8K +121 +16%
EI
667
Ellevest Inc
New York
$290K -$2.7K -8 -0.9%
SFA
668
Sequoia Financial Advisors
Ohio
$284K +$22.3K +66 +9%
IA
669
IFP Advisors
Florida
$282K +$24K +71 +9%
VAS
670
Vestmark Advisory Solutions
Massachusetts
$279K -$1.69K -5 -0.6%
WWM
671
Waterway Wealth Management
Texas
$279K +$42.9K +127 +18%
T. Rowe Price Investment Management
672
T. Rowe Price Investment Management
Maryland
$273K +$3.38K +10 +1%
AIM
673
Advyzon Investment Management
Illinois
$272K +$270K +800 New
PNC
674
Park National Corp
Ohio
$272K -$8.44K -25 -3%
AAA
675
American Alpha Advisors
New York
$271K -$18.2K -54 -6%