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Thomson Reuters

Name Holding Trade Value Shares
Change
Change in
Stake
SIA
301
Strategic Investment Advisors
Michigan
$259K +$240K +1,886 New
CAAS
302
Capital Asset Advisory Services
Michigan
$256K -$1.02K -8 -0.4%
GWWM
303
Great Waters Wealth Management
Minnesota
$248K +$127 +1 +0.1%
SIA
304
Schechter Investment Advisors
Michigan
$242K +$9.56K +75 +4%
PP
305
PDS Planning
Ohio
$242K +$225K +1,761 New
RJT
306
Raymond James Trust
Florida
$239K +$222K +1,740 New
OHWA
307
Oak Hill Wealth Advisors
Virginia
$238K – – –
OFW
308
Omnia Family Wealth
Florida
$237K – – –
CFGS
309
Concourse Financial Group Securities
Alabama
$237K +$208K +1,633 +1,756%
Mercer Global Advisors
310
Mercer Global Advisors
Colorado
$232K +$216K +1,691 New
CCM
311
Coldstream Capital Management
Washington
$229K – – –
ACM
312
Advisors Capital Management
New Jersey
$229K – – –
LFAS
313
Level Four Advisory Services
Texas
$218K +$203K +1,591 New
ECM
314
ExodusPoint Capital Management
New York
$215K +$200K +1,567 New
Simplex Trading
315
Simplex Trading
Illinois
$215K +$201K +1,573 New
AO
316
Advisor OS
Illinois
$213K +$198K +1,554 New
WHC
317
Wulff, Hansen & Co
California
$211K +$196K +1,537 New
Empower Advisory Group
318
Empower Advisory Group
Colorado
$208K +$192K +1,506 New
HNB
319
Huntington National Bank
Ohio
$204K -$11K -86 -5%
TW
320
TrinityPoint Wealth
Connecticut
$204K +$189K +1,484 New
VCM
321
Vivaldi Capital Management
Illinois
$201K +$187K +1,464 New
CA
322
Crewe Advisors
Utah
$199K +$2.04K +16 +1%
HDIM
323
Hanson & Doremus Investment Management
Vermont
$177K -$94.1K -738 -36%
Jones Financial Companies
324
Jones Financial Companies
Missouri
$169K +$78.3K +614 +100%
Pacer Advisors
325
Pacer Advisors
Pennsylvania
$161K +$4.72K +37 +3%