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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
301
Avior Wealth Management
Nebraska
$284K +$290K +2,369 +5,040%
OTL
302
Oak Thistle LLC
New York
$284K +$295K +2,410 New
HPC
303
HM Payson & Co
Maine
$282K -$282K -2,300 -49%
PCIA
304
Prime Capital Investment Advisors
Kansas
$282K +$613 +5 +0.2%
KWM
305
Keebeck Wealth Management
Illinois
$277K
GCM
306
Gibraltar Capital Management
Oklahoma
$267K -$48.7K -397 -15%
EP
307
Edgestream Partners
New Jersey
$267K +$278K +2,265 New
WMA
308
West Michigan Advisors
Michigan
$261K +$272K +2,221 New
ET
309
Equitable Trust
Tennessee
$259K
CFO
310
Callan Family Office
Pennsylvania
$259K +$270K +2,201 New
FTWA
311
Fifth Third Wealth Advisors
Ohio
$255K
SFA
312
Sequoia Financial Advisors
Ohio
$252K -$2.08K -17 -0.8%
EIP
313
Ellis Investment Partners
Pennsylvania
$251K
SVWAG
314
Sound View Wealth Advisors Group
Georgia
$250K -$74.2K -605 -22%
PA
315
PFW Advisors
Georgia
$250K +$260K +2,124 New
HR
316
Hardy Reed
Mississippi
$243K -$23.3K -190 -8%
HIP
317
HUB Investment Partners
Texas
$237K +$12.3K +100 +5%
SAM
318
Smartleaf Asset Management
Massachusetts
$232K -$65.7K -536 -22%
HSBC Holdings
319
HSBC Holdings
United Kingdom
$232K +$8.34K +68 +4%
IP
320
Intellectus Partners
California
$222K -$20.8K -170 -8%
C
321
Covestor
United Kingdom
$218K -$47K -383 -17%
BTWM
322
Baker Tilly Wealth Management
Wisconsin
$216K -$71K -579 -24%
TWM
323
Tradition Wealth Management
Minnesota
$213K +$222K +1,808 New
WSFS
324
Wilmington Savings Fund Society
Delaware
$212K +$172K +1,400 +350%
Wealth Enhancement Advisory Services
325
Wealth Enhancement Advisory Services
Minnesota
$210K +$219K +1,787 New