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Name Holding Trade Value Shares
Change
Change in
Stake
W
951
WealthStone
Ohio
$237K -$142K -2,441 -39%
FMLI
952
Fukoku Mutual Life Insurance
Japan
$236K -$23.3K -400 -10%
AW
953
Alpha Windward
Massachusetts
$236K +$30.1K +518 +16%
CQS
954
Credential Qtrade Securities
$235K +$220K +3,778 New
AWM
955
Aevitas Wealth Management
Massachusetts
$234K +$291 +5 +0.1%
CIG
956
Cairn Investment Group
Washington
$233K +$218K +3,750 New
CBA
957
Coastal Bridge Advisors
Connecticut
$232K -$32.7K -562 -13%
SCM
958
Shelton Capital Management
Colorado
$231K -$3.12M -53,699 -94%
PT
959
Plimoth Trust
Massachusetts
$230K -$11.6K -200 -5%
CIC
960
Crawford Investment Counsel
Georgia
$228K
FA
961
FDx Advisors
Illinois
$228K +$213K +3,662 New
OC
962
Oakworth Capital
Alabama
$227K -$7.62K -131 -3%
GAG
963
GM Advisory Group
New York
$227K
BCA
964
Bay Colony Advisors
Massachusetts
$227K +$212K +3,651 New
SFA
965
Sequoia Financial Advisors
Ohio
$226K -$5.06K -87 -2%
HFAS
966
Hummer Financial Advisory Services
Illinois
$225K -$13.1K -225 -6%
IA
967
IndexIQ Advisors
New York
$224K +$126K +2,163 +151%
QWM
968
Quaker Wealth Management
New Jersey
$224K +$210K +3,607 New
CFA
969
Carroll Financial Associates
North Carolina
$222K -$83.2K -1,430 -29%
AWA
970
Arete Wealth Advisors
Illinois
$220K +$203K +3,485 New
CCT
971
Country Club Trust
Missouri
$220K +$206K +3,533 New
DI
972
Diligent Investors
California
$220K +$206K +3,538 New
TTWM
973
TCV Trust & Wealth Management
Virginia
$219K -$81K -1,392 -28%
APW
974
Acima Private Wealth
Virginia
$219K
LCM
975
Laurion Capital Management
New York
$218K -$767K -13,180 -79%