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Name Holding Trade Value Shares
Change
Change in
Stake
Bessemer Group
551
Bessemer Group
New Jersey
$240K +$200K +3,692 +571%
RIL
552
Rothschild Investment LLC
Illinois
$239K +$6.66K +123 +3%
SWM
553
Seed Wealth Management
Illinois
$236K -$24.3K -448 -10%
OWA
554
One Wealth Advisors
California
$235K +$230K +4,245 New
PDL
555
Portfolio Design Labs
California
$235K
IAA
556
Independent Advisor Alliance
North Carolina
$235K +$230K +4,240 New
PTC
557
Private Trust Company
Ohio
$234K +$37.7K +697 +20%
BDFN
558
Bond & Devick Financial Network
Minnesota
$234K -$20.7K -382 -8%
ONST
559
Old North State Trust
North Carolina
$233K
CFO
560
CVA Family Office
Colorado
$233K
WCWM
561
Willow Creek Wealth Management
California
$231K
MPPW
562
Mitchell & Pahl Private Wealth
Oklahoma
$229K -$2.54K -47 -1%
CAAS
563
Capital Asset Advisory Services
Michigan
$229K -$11K -203 -5%
LAS
564
Lloyd Advisory Services
Georgia
$227K +$222K +4,095 New
AIC
565
Archer Investment Corporation
Indiana
$226K
Mitsubishi UFJ Asset Management
566
Mitsubishi UFJ Asset Management
Japan
$224K +$13.7K +253 +7%
PWP
567
Perfromance Wealth Partners
Illinois
$222K +$217K +4,000 New
LC
568
Lindbrook Capital
California
$221K +$8.34K +154 +4%
RPSA
569
Richard P. Slaughter Associates
Texas
$221K -$1.44M -26,532 -87%
PWH
570
Priebe Wealth Holdings
Minnesota
$221K +$216K +3,982 New
SW
571
Simplicity Wealth
New Jersey
$221K +$215K +3,979 New
FOA
572
Five Oceans Advisors
California
$219K +$214K +3,948 New
PCIA
573
Prime Capital Investment Advisors
Kansas
$219K +$213K +3,942 New
SFO
574
Stokes Family Office
Louisiana
$218K -$309K -5,707 -59%
TCA
575
Transcend Capital Advisors
New Jersey
$216K -$93.5K -1,728 -31%