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Name Holding Trade Value Shares
Change
Change in
Stake
SWA
251
Sutton Wealth Advisors
Florida
$34.3K
AssetMark Inc
252
AssetMark Inc
California
$32K +$6.35K +35 +28%
APWM
253
Atlas Private Wealth Management
New York
$30K
HIA
254
Harbor Investment Advisory
Maryland
$30K
PHK
255
Point72 Hong Kong
Hong Kong
$30K +$4.54K +25 +20%
BCA
256
Berman Capital Advisors
Georgia
$29K
TPCW
257
TD Private Client Wealth
New York
$21.2K +$16.5K +91 +569%
FMII
258
Farmers & Merchants Investments Inc
Nebraska
$21K
IA
259
IFP Advisors
Florida
$21K
MAWCM
260
Mine & Arao Wealth Creation & Management
California
$20K
CG
261
Cutler Group
California
$19K +$18.1K +100 New
TIM
262
Tortoise Investment Management
New York
$17K
TCOV
263
Trust Company of Vermont
Vermont
$15K -$18.1K -100 -57%
LC
264
Lindbrook Capital
California
$14K
MAM
265
Meeder Asset Management
Ohio
$14K +$12.7K +70 New
OPS
266
Orion Portfolio Solutions
Nebraska
$14K +$13.1K +72 New
CWM
267
Campbell Wealth Management
Virginia
$13K +$12.2K +67 New
VAIA
268
Virtus Alternative Investment Advisers
Connecticut
$12K -$9.8K -54 -48%
FHA
269
First Horizon Advisors
Tennessee
$12K -$7.08K -39 -38%
OSAM
270
O'Shaughnessy Asset Management
Connecticut
$12K +$10.9K +60 New
WEC
271
Winslow Evans & Crocker
Massachusetts
$11K -$181 -1 -2%
CFO
272
CVA Family Office
Colorado
$10K
VCM
273
Versant Capital Management
Arizona
$9K
Fifth Third Bancorp
274
Fifth Third Bancorp
Ohio
$8K
IFAM
275
Institutional & Family Asset Management
Colorado
$7K