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Name Holding Trade Value Shares
Change
Change in
Stake
S
726
SimplyRich
California
$218K -$17.8K -56 -7%
BCCM
727
Bridge Creek Capital Management
Massachusetts
$218K
VPF
728
Vantage Point Financial
Illinois
$217K -$1.91K -6 -0.9%
CSPIA
729
Cary Street Partners Investment Advisory
Virginia
$217K +$1.27K +4 +0.6%
PVI
730
Pine Valley Investments
New Jersey
$212K +$4.14K +13 +2%
KFS
731
Kelly Financial Services
Massachusetts
$212K +$25.1K +79 +13%
CPIG
732
Chicago Partners Investment Group
Illinois
$212K -$37.9K -119 -16%
UCFA
733
United Capital Financial Advisors
Texas
$210K -$1.59K -5 -0.7%
C
734
Covestor
United Kingdom
$210K -$17.8K -56 -8%
BCM
735
Brown Capital Management
Maryland
$209K -$22.6K -71 -10%
ADL
736
Asset Dedication LLC
California
$208K
PFG
737
PAX Financial Group
Texas
$206K +$10.8K +34 +5%
FWA
738
FSM Wealth Advisors
Ohio
$206K +$207K +650 New
BPA
739
Beacon Pointe Advisors
California
$206K -$8.91K -28 -4%
KCM
740
Kennedy Capital Management
Missouri
$206K
WTC
741
WhitTier Trust Company
Nevada
$204K +$14.6K +46 +8%
LNWWM
742
Laird Norton Wetherby Wealth Management
California
$203K +$207K +652 New
V
743
VeraBank
Texas
$203K
AWA
744
Aaron Wealth Advisors
Illinois
$203K -$75.7K -238 -27%
Walleye Capital
745
Walleye Capital
New York
$201K -$3.01M -9,449 -94%
CCA
746
Cobblestone Capital Advisors
New York
$200K +$1.27K +4 +0.6%
ME
747
McIlrath & Eck
Washington
$198K
Bessemer Group
748
Bessemer Group
New Jersey
$197K +$13.4K +42 +7%
BBHC
749
Brown Brothers Harriman & Co
New York
$197K -$16.2K -51 -7%
VCM
750
Versant Capital Management
Arizona
$193K -$223K -702 -53%