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Name Holding Trade Value Shares
Change
Change in
Stake
RCA
1576
Resonant Capital Advisors
Wisconsin
$238K -$77.1K -538 -23%
SAM
1577
Sompo Asset Management
Japan
$238K -$558K -3,892 -69%
Marex Group
1578
Marex Group
$238K -$631K -4,406 -71%
CCB
1579
Cutter & Co Brokerage
Missouri
$237K -$5.16K -36 -2%
FCM
1580
Fourpath Capital Management
Oklahoma
$237K +$860 +6 +0.3%
KMWM
1581
Keudell/Morrison Wealth Management
Oregon
$237K +$30.2K +211 +14%
CWA
1582
Clarity Wealth Advisors
California
$236K -$24.5K -171 -9%
WCWM
1583
Willow Creek Wealth Management
California
$235K +$10.7K +75 +4%
WAM
1584
WFA Asset Management
Wisconsin
$235K -$1K -7 -0.4%
IIA
1585
Integral Investment Advisors
California
$233K +$49.2K +343 +25%
PFW
1586
Petros Family Wealth
Minnesota
$233K +$247K +1,725 New
SFA
1587
Salus Financial Advisors
Colorado
$233K +$247K +1,724 New
Scotia Capital
1588
Scotia Capital
Ontario, Canada
$233K +$247K +1,723 New
CSA
1589
Cottage Street Advisors
Massachusetts
$233K -$457K -3,188 -65%
VST
1590
Van Strum & Towne
California
$233K – – –
RB
1591
Renasant Bank
Mississippi
$232K +$246K +1,719 New
DRW Securities
1592
DRW Securities
Illinois
$232K +$247K +1,726 New
HAIM
1593
Hunter Associates Investment Management
Pennsylvania
$232K – – –
SIM
1594
Sentry Investment Management
Wisconsin
$232K +$246K +1,714 New
GDP
1595
Great Diamond Partners
Maine
$232K -$20.4K -142 -8%
SBIA
1596
Sheaff Brock Investment Advisors
Indiana
$231K -$4.84M -33,752 -95%
GWWM
1597
Great Waters Wealth Management
Minnesota
$231K +$3.87K +27 +2%
HCM
1598
Highview Capital Management
Illinois
$231K +$245K +1,708 New
SFG
1599
Sather Financial Group
Texas
$230K -$44.7K -312 -15%
RAG
1600
RIA Advisory Group
Iowa
$230K +$22.6K +158 +10%