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Name Holding Trade Value Shares
Change
Change in
Stake
QWM
1076
Quadcap Wealth Management
Texas
$312K +$2.73K +33 +0.8%
CMP
1077
Coston McIsaac & Partners
Maine
$311K -$18.2K -220 -5%
UPS
1078
UHLMANN PRICE SECURITIES
Illinois
$310K +$311K +3,762 New
7WCP
1079
71 West Capital Partners
Massachusetts
$309K +$46.6K +564 +15%
CAM
1080
Cidel Asset Management
Ontario, Canada
$309K +$68.6K +830 +24%
LA
1081
Lifeworks Advisors
Michigan
$309K +$3.31K +40 +0.9%
SPFA
1082
Summit Place Financial Advisors
New Jersey
$307K
RFO
1083
RiverGlades Family Offices
Florida
$307K +$355K +4,300 New
CPIA
1084
Cornell Pochily Investment Advisors
New York
$306K
HWMG
1085
Hurlow Wealth Management Group
Indiana
$306K +$165 +2 +0%
RCM
1086
Raleigh Capital Management
North Carolina
$305K +$43.4K +525 +14%
Simplex Trading
1087
Simplex Trading
Illinois
$304K +$353K +4,267 New
BWM
1088
BankPlus Wealth Management
Mississippi
$302K -$42.3K -512 -11%
TPI
1089
Trust Point Inc
Wisconsin
$302K -$72.3K -875 -17%
PPWP
1090
Premier Path Wealth Partners
New Jersey
$301K -$29.8K -360 -8%
NWM
1091
Northcape Wealth Management
New York
$300K
CST
1092
Charles Schwab Trust
Nevada
$300K -$3.88K -47 -1%
TCM
1093
Twin Capital Management
Pennsylvania
$297K +$344K +4,164 New
FRA
1094
Frank Rimerman Advisors
California
$295K +$1.98K +24 +0.6%
DIM
1095
Delta Investment Management
California
$295K
CT
1096
Clearstead Trust
Maine
$295K +$579 +7 +0.2%
MMHP
1097
Murphy Middleton Hinkle & Parker
Georgia
$294K +$341K +4,120 New
SWA
1098
Sax Wealth Advisors
New Jersey
$293K
Envestnet Portfolio Solutions
1099
Envestnet Portfolio Solutions
Illinois
$293K -$1M -12,138 -75%
GWP
1100
Gen-Wealth Partners
Michigan
$292K +$6.45K +78 +2%