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Name Holding Trade Value Shares
Change
Change in
Stake
SW
4201
SMART Wealth
Nebraska
$232K +$217K +677 New
Verition Fund Management
4202
Verition Fund Management
Connecticut
$232K -$404K -1,259 -65%
PAYA
4203
Phil A. Younker & Associates
Alaska
$232K
BBFA
4204
Brindle & Bay Financial Advisors
Texas
$231K +$217K +675 New
T
4205
Tidemark
California
$231K +$1.28K +4 +0.6%
POIA
4206
Pin Oak Investment Advisors
Texas
$231K +$2.89K +9 +1%
SFCL
4207
Strengthening Families & Communities LLC
Massachusetts
$231K +$4.17K +13 +2%
IWMO
4208
Integrated Wealth Management (Ohio)
Ohio
$230K -$963 -3 -0.4%
LFA
4209
Lauterbach Financial Advisors
Texas
$230K
PCM
4210
Polymer Capital Management
New York
$230K +$215K +671 New
HHGA
4211
Halbert Hargrove Global Advisors
California
$230K
IPW
4212
Impact Partnership Wealth
Georgia
$229K -$41.4K -129 -16%
STB
4213
S&T Bank
Pennsylvania
$229K +$8.35K +26 +4%
CIM
4214
Catalyst Investment Management
New Hampshire
$229K +$214K +668 New
CW
4215
Code Waechter
Florida
$228K +$214K +666 New
MWPCG
4216
Measured Wealth Private Client Group
New Hampshire
$228K
P
4217
Palladiem
Pennsylvania
$228K -$90.5K -282 -30%
MWA
4218
MFA Wealth Advisors
Pennsylvania
$228K -$11.9K -37 -5%
OE
4219
OFS Enterprise
Nebraska
$228K +$213K +664 New
CL
4220
CIM LLC
New York
$227K
CFG
4221
Copley Financial Group
California
$227K -$3.85K -12 -2%
SFC
4222
Summit Financial Consulting
Michigan
$227K
LK
4223
Lumbard & Kellner
New Hampshire
$227K +$213K +662 New
FMP
4224
Financial Management Professionals
Texas
$227K -$64.5K -201 -23%
DCBT
4225
Dakota Community Bank & Trust
North Dakota
$227K +$4.17K +13 +2%