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Name Holding Trade Value Shares
Change
Change in
Stake
CIA
676
Cladis Investment Advisory
Montana
$218K +$246K +950 New
SBIA
677
Sheaff Brock Investment Advisors
Indiana
$217K -$27.1K -105 -10%
JWM
678
Jeppson Wealth Management
California
$215K +$37.7K +146 +18%
RMC
679
Regis Management Company
California
$214K
UFA
680
US Financial Advisors
Massachusetts
$214K +$241K +934 New
GLA
681
Good Life Advisors
Pennsylvania
$212K +$37.2K +144 +18%
KPWS
682
Kestra Private Wealth Services
Texas
$208K -$36.2K -140 -13%
PTP
683
Platform Technology Partners
New York
$207K +$67K +259 +40%
OPW
684
Oxler Private Wealth
New York
$205K
VAM
685
Vienna Asset Management
California
$204K +$230K +890 New
APA
686
American Portfolios Advisors
New York
$203K -$6.72K -26 -3%
VWM
687
Venturi Wealth Management
Texas
$203K +$55.8K +216 +32%
GW
688
GW & Wade
Massachusetts
$201K +$64.6K +250 +40%
FTDI
689
First Trust Direct Indexing
Massachusetts
$201K +$227K +877 New
AIM
690
ARK Investment Management
Florida
$200K +$54K +209 +32%
Capstone Investment Advisors
691
Capstone Investment Advisors
New York
$200K +$226K +873 New
MCC
692
Money Concepts Capital
Florida
$196K +$221K +854 New
AF
693
Allworth Financial
California
$189K -$3.59M -13,870 -94%
HIA
694
Harbor Investment Advisory
Maryland
$183K +$42.9K +166 +26%
RPI
695
Railway Pension Investments
United Kingdom
$179K
LOIM
696
Liberty One Investment Management
Illinois
$177K +$200K +774 New
FIA
697
FNY Investment Advisers
New York
$173K +$195K +756 New
BLC
698
Brown, Lisle/Cummings
Rhode Island
$173K
GC
699
Garde Capital
Washington
$166K +$187K +725 New
Fifth Third Bancorp
700
Fifth Third Bancorp
Ohio
$160K -$824K -3,187 -82%