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Name Holding Trade Value Shares
Change
Change in
Stake
GCA
1301
Gradient Capital Advisors
California
$231K +$213K +2,284 New
CWM
1302
Cherrydale Wealth Management
New Jersey
$229K +$212K +2,273 New
OL
1303
Optas LLC
Texas
$229K +$5.86K +63 +3%
FWA
1304
FSM Wealth Advisors
Ohio
$228K +$210K +2,254 New
HL
1305
HeadInvest LLC
Maine
$228K -$1.02K -11 -0.4%
SF
1306
Summit Financial
New Jersey
$228K +$209K +2,249 New
MMPW
1307
Mitchell McLeod Pugh & Williams
Alabama
$228K – – –
TM
1308
Triatomic Management
California
$227K -$23.7K -255 -10%
PCM
1309
PenderFund Capital Management
British Columbia, Canada
$225K -$402K -4,320 -72%
PFPT
1310
Pinnacle Financial Partners (Tennessee)
Tennessee
$225K +$207K +2,225 New
AWM
1311
AllSquare Wealth Management
New York
$224K – – –
TFA
1312
Toth Financial Advisory
Virginia
$223K -$745K -8,000 -78%
GWSG
1313
GPS Wealth Strategies Group
Colorado
$221K +$9.21K +99 +5%
AIA
1314
Angeles Investment Advisors
California
$221K -$66.4K -713 -25%
CI
1315
Conning Inc
Connecticut
$220K -$55.1K -592 -21%
SB
1316
Simmons Bank
Arkansas
$220K -$49.1K -528 -19%
XSC
1317
X-Square Capital
Puerto Rico
$218K – – –
IWP
1318
Invenio Wealth Partners
Florida
$218K +$201K +2,160 New
PVH
1319
Psagot Value Holdings
Israel
$216K -$21.4K -230 -10%
FFWA
1320
FRG Family Wealth Advisors
Washington
$216K -$18.9K -203 -9%
NF
1321
Nikulski Financial
Iowa
$215K +$198K +2,129 New
CD
1322
Chapin Davis
Maryland
$214K +$198K +2,123 New
BAAM
1323
Baker Avenue Asset Management
California
$214K +$10.8K +116 +6%
CL
1324
CIM LLC
New York
$212K +$196K +2,101 New
NFP
1325
Narus Financial Partners
Utah
$212K +$195K +2,100 New