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Name Holding Trade Value Shares
Change
Change in
Stake
PS
526
Planned Solutions
California
$216K
OWA
527
Opal Wealth Advisors
New York
$215K -$14.2K -286 -6%
RDFA
528
Ritter Daniher Financial Advisory
Ohio
$214K +$219K +4,420 New
BA
529
Bridgewater Advisors
New York
$214K -$37.5K -756 -14%
VNA
530
Valley National Advisers
Pennsylvania
$214K -$64.2K -1,295 -23%
FGP
531
Foyston, Gordon, & Payne
Ontario, Canada
$214K -$39.8K -803 -15%
TF
532
Trek Financial
Arizona
$213K +$218K +4,400 New
William Blair & Company
533
William Blair & Company
Illinois
$212K -$2.38K -48 -1%
FAL
534
Focused Alpha LLC
Colorado
$208K +$213K +4,291 New
BO
535
Bank OZK
Arkansas
$208K +$213K +4,289 New
AWM
536
Avior Wealth Management
Nebraska
$208K +$991 +20 +0.5%
PP
537
Patten & Patten
Tennessee
$205K +$210K +4,232 New
GCP
538
GSA Capital Partners
United Kingdom
$205K +$209K +4,222 New
OC
539
Oarsman Capital
Wisconsin
$205K +$209K +4,220 New
CFO
540
CVA Family Office
Colorado
$204K
MW
541
Maia Wealth
Colorado
$202K +$213K +4,289 New
HWAM
542
Hennion & Walsh Asset Management
New Jersey
$201K -$36.1K -728 -15%
AIC
543
Archer Investment Corporation
Indiana
$197K
CIBC Private Wealth Group
544
CIBC Private Wealth Group
Georgia
$194K -$15.4K -310 -7%
LAS
545
Lloyd Advisory Services
Georgia
$187K +$191K +3,857 New
RIL
546
Rothschild Investment LLC
Illinois
$187K -$30.4K -613 -14%
BWA
547
Basecamp Wealth Advisors
Washington
$179K +$183K +3,694 New
KOCAA
548
Knights of Columbus Asset Advisors
Connecticut
$179K
HC
549
Hara Capital
Washington
$164K -$4.46K -90 -3%
PFBT
550
Parkside Financial Bank & Trust
Missouri
$161K +$13.8K +278 +9%