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Name Holding Trade Value Shares
Change
Change in
Stake
AIA
2651
Alera Investment Advisors
Illinois
$200K +$200K +999 New
BWM
2652
BigSur Wealth Management
Florida
$200K +$200K +1,000 New
NIM
2653
Nexus Investment Management
Ontario, Canada
$200K +$200K +1,000 New
TCB
2654
Texas Capital Bancshares
Texas
$200K +$200K +1,002 New
TFO
2655
Tarbox Family Office
California
$199K -$50.9K -255 -20%
CMBA
2656
C.M. Bidwell & Associates
Hawaii
$195K -$174K -872 -47%
EIP
2657
Ellis Investment Partners
Pennsylvania
$192K -$4.79K -24 -2%
HIM
2658
Hillsdale Investment Management
Ontario, Canada
$190K
RP
2659
Rowlandmiller & Partners
Georgia
$181K +$9.99K +50 +5%
KFS
2660
Kelly Financial Services
Massachusetts
$181K
LFG
2661
Larson Financial Group
Missouri
$181K -$42.7K -214 -19%
OHS
2662
Odey Holdings (Switzerland)
Switzerland
$180K -$320K -1,600 -64%
DOA
2663
D'Orazio & Associates
Virginia
$180K +$20K +100 +13%
CAGAS
2664
Capital Advisory Group Advisory Services
Minnesota
$179K -$1.2K -6 -0.7%
JWM
2665
Jeppson Wealth Management
California
$175K +$175K +875 New
GWMIA
2666
Global Wealth Management Investment Advisory
Florida
$171K -$45.1K -226 -21%
FWM
2667
Focused Wealth Management
New York
$163K +$200 +1 +0.1%
FP
2668
Financial Perspectives
Minnesota
$163K +$73.3K +367 +82%
WCG
2669
Weaver Consulting Group
California
$162K
MLFP
2670
MPS Loria Financial Planners
Illinois
$160K
EARNEST Partners
2671
EARNEST Partners
Georgia
$157K -$8.39K -42 -5%
CAM
2672
Costello Asset Management
Pennsylvania
$157K
TF
2673
TimeScale Financial
Massachusetts
$150K +$8.59K +43 +6%
BSG
2674
Black Swift Group
Colorado
$150K +$150K +750 New
LWA
2675
Lowe Wealth Advisors
Maryland
$147K -$4.99K -25 -3%