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Name Holding Trade Value Shares
Change
Change in
Stake
GC
3001
Gibson Capital
Pennsylvania
$207K
AC
3002
Apella Capital
Connecticut
$207K +$8.75K +43 +4%
XT
3003
XTX Topco
Cayman Islands
$207K +$237K +1,164 New
RIA
3004
RPG Investment Advisory
California
$206K -$7.12K -35 -3%
TWM
3005
Trevian Wealth Management
Massachusetts
$206K +$407 +2 +0.2%
PCA
3006
Providence Capital Advisors
North Carolina
$206K +$814 +4 +0.3%
AA
3007
Apriem Advisors
California
$205K -$46.8K -230 -17%
AAMC
3008
Asset Allocation & Management Company
Illinois
$205K +$814 +4 +0.3%
HIM
3009
Hillsdale Investment Management
Ontario, Canada
$205K +$18.3K +90 +8%
GWA
3010
Geometric Wealth Advisors
District of Columbia
$203K
THWM
3011
Taylor Hoffman Wealth Management
Virginia
$203K
MLFP
3012
MPS Loria Financial Planners
Illinois
$202K +$232K +1,139 New
PSF
3013
Pacific Sun Financial
California
$201K
TWM
3014
Triton Wealth Management
Arizona
$201K
WF
3015
Wayfinding Financial
Washington
$201K +$231K +1,134 New
BWM
3016
Baystate Wealth Management
Massachusetts
$200K -$95K -467 -29%
AWS
3017
Arkfeld Wealth Strategies
Nebraska
$200K +$8.14K +40 +4%
Canada Pension Plan Investment Board
3018
Canada Pension Plan Investment Board
Ontario, Canada
$198K -$165K -813 -42%
JWA
3019
JFS Wealth Advisors
Pennsylvania
$191K -$34.4K -169 -14%
ARIS
3020
Advanced Research Investment Solutions
California
$188K +$130K +637 +150%
CAM
3021
Costello Asset Management
Pennsylvania
$179K
ONST
3022
Old North State Trust
North Carolina
$177K +$202K +995 +99,500%
FWM
3023
Focused Wealth Management
New York
$171K +$20.3K +100 +12%
BA
3024
Bellwether Advisors
Nebraska
$167K -$429K -2,109 -69%
JSAM
3025
J. Safra Asset Management
New York
$167K