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Name Holding Trade Value Shares
Change
Change in
Stake
SVCP
751
Silicon Valley Capital Partners
California
$319K
AG
752
AIA Group
Hong Kong
$317K +$70.9K +509 +26%
OIA
753
OneDigital Investment Advisors
Kansas
$316K +$8.64K +62 +3%
SOW
754
State of Wyoming
Wyoming
$316K +$25.5K +183 +8%
DWM
755
Defined Wealth Management
Oregon
$313K
RIM
756
Regent Investment Management
Kentucky
$313K +$341K +2,450 New
IF
757
Intrua Financial
Texas
$311K +$4.04K +29 +1%
GIA
758
Guyasuta Investment Advisors
Pennsylvania
$309K -$68.9K -495 -17%
TIA
759
Traphagen Investment Advisors
New Jersey
$308K -$255M -1,830,341 -100%
SCS
760
Syquant Capital SAS
France
$307K
FT
761
Fiduciary Trust
Massachusetts
$305K -$48.5K -348 -13%
TSS
762
Two Sigma Securities
New York
$303K -$231K -1,660 -41%
GA
763
Geller Advisors
New York
$302K +$19.9K +143 +6%
RA
764
RFG Advisory
Alabama
$301K
CCM
765
Coldstream Capital Management
Washington
$299K -$86.6K -622 -19%
EI
766
Ellevest Inc
New York
$297K -$418 -3 -0.1%
FB
767
Fulton Bank
Pennsylvania
$293K -$133K -957 -29%
IFWM
768
Institute for Wealth Management
Colorado
$293K
VWA
769
V Wealth Advisors
Kansas
$292K -$20.5K -147 -6%
BCM
770
BTC Capital Management
Iowa
$292K
DMBA
771
Deseret Mutual Benefit Administrators
Utah
$291K +$96.8K +695 +44%
OPS
772
Orion Portfolio Solutions
Nebraska
$285K +$18.1K +130 +6%
RCAG
773
Rehmann Capital Advisory Group
Michigan
$283K -$11.8K -85 -4%
CT
774
Coastline Trust
Rhode Island
$281K
AWA
775
Aaron Wealth Advisors
Illinois
$281K +$1.81K +13 +0.6%