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Name Holding Trade Value Shares
Change
Change in
Stake
PIM
1001
Plato Investment Management
Australia
$303K -$385K -3,954 -63%
SFC
1002
SYM Financial Corp
Indiana
$302K +$228K +2,348 New
FRA
1003
Frank Rimerman Advisors
California
$299K +$226K +2,326 New
EFMC
1004
Empire Financial Management Company
New York
$297K +$225K +2,314 New
EFG
1005
Everhart Financial Group
Ohio
$296K +$224K +2,305 New
SWA
1006
Stratos Wealth Advisors
Ohio
$295K -$53K -545 -19%
BIM
1007
Barton Investment Management
Pennsylvania
$295K +$224K +2,300 New
C
1008
Certuity
Florida
$294K +$223K +2,291 New
NW
1009
Naviter Wealth
Arkansas
$294K +$223K +2,289 New
TM
1010
TigerOak Management
New Mexico
$294K +$222K +2,286 New
AO
1011
Advisor OS
Illinois
$293K +$222K +2,278 New
TC
1012
TwinBeech Capital
New York
$289K -$88.9M -914,645 -100%
CSPIA
1013
Cary Street Partners Investment Advisory
Virginia
$289K +$50.3K +517 +30%
EFS
1014
Essex Financial Services
Connecticut
$289K +$219K +2,252 New
HIS
1015
Horizon Investment Services
Indiana
$288K +$218K +2,240 New
WEG
1016
World Equity Group
Illinois
$287K +$217K +2,235 New
GJIA
1017
Glass Jacobson Investment Advisors
Maryland
$285K +$8.36K +86 +4%
BSG
1018
Black Swift Group
Colorado
$283K +$214K +2,200 New
PGWM
1019
Parisi Gray Wealth Management
New Jersey
$282K +$213K +2,195 New
WW
1020
Waterfront Wealth
Kansas
$282K +$213K +2,194 New
LFG
1021
Larson Financial Group
Missouri
$281K -$15.4K -158 -7%
Bank Julius Baer & Co
1022
Bank Julius Baer & Co
Switzerland
$278K -$39.2K -403 -16%
SW
1023
SkyOak Wealth
Michigan
$278K -$292K -3,000 -58%
CA
1024
Continuum Advisory
Idaho
$278K +$51.8K +533 +33%
HPC
1025
HM Payson & Co
Maine
$276K +$48.6K +500 +30%