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Name Holding Trade Value Shares
Change
Change in
Stake
GWMIA
526
Global Wealth Management Investment Advisory
Florida
$227K +$196K +1,212 New
BO
527
BRR OpCo
Ohio
$225K +$194K +1,200 New
GDP
528
Great Diamond Partners
Maine
$224K +$194K +1,198 New
BWA
529
BDO Wealth Advisors
Florida
$223K -$1.78K -11 -0.9%
NFG
530
Next Financial Group
Texas
$223K +$115K +713 +149%
AIA
531
Avalon Investment & Advisory
Texas
$222K +$191K +1,183 New
Vanguard Personalized Indexing Management
532
Vanguard Personalized Indexing Management
California
$222K +$192K +1,186 New
O
533
Ossiam
France
$221K +$152K +942 +397%
TPCM
534
Three Peaks Capital Management
Colorado
$221K +$191K +1,181 New
WF
535
WoodTrust Financial
Wisconsin
$217K +$188K +1,160 New
PF
536
Phoenix Financial
Israel
$217K +$200K +1,235 New
1WA
537
180 Wealth Advisors
Washington
$214K +$189K +1,169 New
JFA
538
Johanson Financial Advisors
California
$213K +$183K +1,135 New
SAM
539
Shell Asset Management
Netherlands
$209K -$692K -4,278 -79%
Mercer Global Advisors
540
Mercer Global Advisors
Colorado
$208K +$179K +1,110 New
QI
541
QS Investors
New York
$207K -$97K -600 -35%
GT
542
Greenleaf Trust
Michigan
$205K +$177K +1,093 New
CIA
543
CSat Investment Advisory
Michigan
$195K +$43.5K +269 +35%
HNB
544
Huntington National Bank
Ohio
$186K – – –
AW
545
Alpha Windward
Massachusetts
$163K +$140K +868 New
MSE
546
MUFG Securities EMEA
United Kingdom
$163K +$140K +868 New
APA
547
American Portfolios Advisors
New York
$147K -$16.2K -100 -11%
PCM
548
Prelude Capital Management
New York
$138K +$119K +738 New
CA
549
Clearstead Advisors
Ohio
$129K -$1.62K -10 -1%
BL
550
Balentine LLC
Georgia
$125K -$485 -3 -0.4%