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Name Holding Trade Value Shares
Change
Change in
Stake
EPIM
651
Evelyn Partners Investment Management
$53.1K
CA
652
Clearstead Advisors
Ohio
$49.9K -$2.61K -32 -5%
SS
653
SBI Securities
Japan
$48.4K +$6.69K +82 +16%
OCM
654
Osterweis Capital Management
California
$48.1K
CPBTD
655
Central Pacific Bank - Trust Division
Hawaii
$47.8K
SIS
656
Sound Income Strategies
Florida
$47.5K -$15.9K -195 -25%
SIC
657
SJS Investment Consulting
Ohio
$43.3K +$41.8K +512 +2,844%
RWM
658
Rialto Wealth Management
New York
$42.9K +$326 +4 +0.8%
SIM
659
Sentry Investment Management
Wisconsin
$42K -$5.71K -70 -12%
FFA
660
Frazier Financial Advisors
Ohio
$39.5K
SGK
661
Steigerwald Gordon & Koch
Virginia
$38.8K +$38.8K +475 New
GWM
662
Geneos Wealth Management
Colorado
$36.4K -$2.28K -28 -6%
HWM
663
Hemington Wealth Management
Virginia
$36K +$9.46K +116 +35%
PMFA
664
Plante Moran Financial Advisors
Michigan
$34.3K
GRP
665
Global Retirement Partners
California
$33.6K +$14.8K +181 +79%
CWM
666
Crowley Wealth Management
Delaware
$32.7K
HFS
667
Hantz Financial Services
Michigan
$30K +$14.4K +177 +91%
QL
668
Quarry LP
New York
$29.7K +$18.9K +232 +176%
RFP
669
Root Financial Partners
California
$29.6K +$29.6K +363 New
WANY
670
Wealthspire Advisors (New York)
New York
$28.7K +$28.6K +351 New
Walleye Trading
671
Walleye Trading
New York
$28.1K +$28.1K +344 New
SL
672
Salomon & Ludwin
Virginia
$25.4K +$25.7K +315 New
AWM
673
AllSquare Wealth Management
New York
$24.5K
AF
674
Advisornet Financial
Minnesota
$24.4K +$3.02K +37 +14%
JFGIW
675
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$22.9K +$2.61K +32 +13%