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Name Holding Trade Value Shares
Change
Change in
Stake
HSA
526
HBK Sorce Advisory
Pennsylvania
$206K +$19.9K +391 +10%
GPW
527
Genesis Private Wealth
Virginia
$205K +$216K +4,250 New
CT
528
Caldwell Trust
Florida
$205K -$28.1K -552 -12%
PDL
529
Portfolio Design Labs
California
$205K +$216K +4,241 New
CFO
530
CVA Family Office
Colorado
$203K
RIL
531
Rothschild Investment LLC
Illinois
$202K -$4.37K -86 -2%
MPPW
532
Mitchell & Pahl Private Wealth
Oklahoma
$202K +$6.76K +133 +3%
RS
533
R Squared
Hong Kong
$202K +$213K +4,180 New
BB
534
Berkshire Bank
Massachusetts
$201K -$13.1K -258 -6%
WCWM
535
Willow Creek Wealth Management
California
$201K
BCA
536
Bray Capital Advisors
Florida
$197K
AIC
537
Archer Investment Corporation
Indiana
$196K
CF
538
Centaurus Financial
California
$195K -$7.83K -154 -4%
LC
539
Lindbrook Capital
California
$185K -$10.9K -214 -5%
GI
540
GAMMA Investing
California
$184K -$41.5K -816 -18%
KOCAA
541
Knights of Columbus Asset Advisors
Connecticut
$182K -$60.2K -1,184 -24%
Mitsubishi UFJ Asset Management
542
Mitsubishi UFJ Asset Management
Japan
$182K -$4.47K -88 -2%
FFA
543
Farther Finance Advisors
California
$180K +$44.6K +878 +31%
PTC
544
Private Trust Company
Ohio
$170K -$6.81K -134 -4%
WSFS
545
Wilmington Savings Fund Society
Delaware
$161K -$23.4K -461 -12%
IWA
546
Icon Wealth Advisors
Texas
$160K -$9.86K -194 -6%
PFBT
547
Parkside Financial Bank & Trust
Missouri
$157K +$17.7K +348 +12%
CIBC Private Wealth Group
548
CIBC Private Wealth Group
Georgia
$156K +$26.7K +525 +20%
TRCT
549
Tower Research Capital (TRC)
New York
$153K +$40.3K +792 +33%
AIM
550
Anchor Investment Management
South Carolina
$150K