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Name Holding Trade Value Shares
Change
Change in
Stake
GI
626
GAMMA Investing
California
$252K +$20.6K +129 +9%
NIM
627
Northeast Investment Management
Massachusetts
$251K -$19.2K -120 -7%
JDR
628
Jay D. Rosenbaum
$248K
PP
629
PDS Planning
Ohio
$248K +$160 +1 +0.1%
GA
630
Geller Advisors
New York
$246K +$1.76K +11 +0.7%
PPWP
631
Premier Path Wealth Partners
New Jersey
$245K
NP
632
NorthRock Partners
Minnesota
$240K +$20.6K +129 +9%
BOH
633
Bank of Hawaii
Hawaii
$239K -$1.64M -10,253 -87%
PWPS
634
Pinnacle Wealth Planning Services
Ohio
$239K -$1.76K -11 -0.7%
WA
635
Wealth Alliance
New York
$239K +$242K +1,514 New
KI
636
Kapitalo Investimentos
Brazil
$239K -$42K -263 -15%
CPIG
637
Chicago Partners Investment Group
Illinois
$239K -$26.7K -167 -10%
OAM
638
Oppenheimer Asset Management
New York
$238K -$173K -1,081 -42%
GRP
639
Global Retirement Partners
California
$232K +$102K +638 +77%
CIS
640
Continental Investors Services
Washington
$231K +$320 +2 +0.1%
SWP
641
Stratos Wealth Partners
Ohio
$230K -$9.9K -62 -4%
DADC
642
D.A. Davidson & Co
Montana
$230K -$12.8K -80 -5%
HSA
643
HBK Sorce Advisory
Pennsylvania
$225K +$227K +1,421 New
PRS
644
Pinkerton Retirement Specialists
Idaho
$223K +$226K +1,412 New
CAM
645
Claret Asset Management
Quebec, Canada
$222K -$59.6K -373 -21%
PDL
646
Portfolio Design Labs
California
$222K
AFG
647
Atomi Financial Group
New York
$218K +$221K +1,381 New
NB
648
NBT Bank
New York
$218K +$216K +1,349 +4,352%
DIA
649
Dana Investment Advisors
Wisconsin
$216K +$218K +1,366 New
FFO
650
Fiduciary Family Office
Florida
$216K +$218K +1,366 New