Name Holding Trade Value Shares
Change
Change in
Stake
TWM
1276
Trueblood Wealth Management
Ohio
$243K -$287K -2,201 -53%
GIM
1277
Groesbeck Investment Management
New Jersey
$241K – – –
HWP
1278
Hibernia Wealth Partners
Louisiana
$240K +$249K +1,906 New
Q1WB
1279
Quest 10 Wealth Builders
Virginia
$240K +$11.2K +86 +5%
FA
1280
Faithward Advisors
Pennsylvania
$238K -$31.6K -242 -11%
SFFS
1281
Stonehage Fleming Financial Services
Jersey
$238K -$81.5M -624,554 -100%
EWA
1282
Exencial Wealth Advisors
Oklahoma
$237K -$65.6K -503 -21%
BAM
1283
Belpointe Asset Management
Nevada
$236K -$22.3K -171 -8%
VAG
1284
VisionPoint Advisory Group
Texas
$235K -$77.2K -592 -24%
BCM
1285
Bourgeon Capital Management
Connecticut
$235K +$130 +1 +0.1%
SIC
1286
Sterling Investment Counsel
New York
$234K +$187K +1,434 New
CCA
1287
Checchi Capital Advisers
California
$233K -$80.2K -615 -25%
KCM
1288
Kornitzer Capital Management
Kansas
$233K -$15K -115 -6%
ACM
1289
Aster Capital Management
United Arab Emirates
$233K +$241K +1,850 New
AHIA
1290
Andrew Hill Investment Advisors
Florida
$232K +$240K +1,840 New
MCA
1291
Martin Capital Advisors
Texas
$230K +$25.4K +195 +12%
AA
1292
Alta Advisers
United Kingdom
$229K -$78.3K -600 -25%
FMLI
1293
Fukoku Mutual Life Insurance
Japan
$229K -$34.3K -263 -13%
DE
1294
Diversified Enterprises
Delaware
$228K +$45.1K +346 +24%
FWM
1295
Forza Wealth Management
Florida
$228K – – –
SIAP
1296
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$226K -$2.87K -22 -1%
HT
1297
Heritage Trust
Oklahoma
$225K -$462K -3,543 -66%
JGGDR
1298
JGP Global Gestao de Recursos
Brazil
$225K -$24.8K -190 -10%
OCM
1299
One Capital Management
California
$224K -$59.5K -456 -20%
WCP
1300
Wealthcare Capital Partners
Pennsylvania
$224K -$1.56K -12 -0.7%