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Name Holding Trade Value Shares
Change
Change in
Stake
CPIG
1376
Chicago Partners Investment Group
Illinois
$228K -$9.91K -44 -4%
SWA
1377
SOA Wealth Advisors
New York
$227K +$901 +4 +0.4%
M
1378
MOTCO
Texas
$227K – – –
DTC
1379
Davidson Trust Company
Washington
$226K +$17.8K +79 +9%
LSA
1380
Leonteq Securities AG
Switzerland
$226K +$39.4K +175 +22%
IPW
1381
Inlet Private Wealth
Florida
$225K -$4.06K -18 -2%
ML
1382
McAdam LLC
Pennsylvania
$225K +$22.3K +99 +11%
ANBT
1383
American National Bank & Trust
Texas
$225K -$91K -404 -29%
I
1384
INVST
Indiana
$224K +$15.8K +70 +8%
TWM
1385
Thrive Wealth Management
Pennsylvania
$224K -$15.1K -67 -6%
BMMM
1386
Boston Mountain Money Management
Arkansas
$222K -$11.3K -50 -5%
PWAC
1387
Private Wealth Advisors (California)
California
$221K +$225 +1 +0.1%
EIG
1388
Ellenbecker Investment Group
Wisconsin
$221K -$189K -838 -47%
V
1389
VeraBank
Texas
$220K – – –
JCM
1390
Jacobi Capital Management
Pennsylvania
$220K +$2.25K +10 +1%
SEIA
1391
Signature Estate & Investment Advisors
California
$220K -$2.48K -11 -1%
WAG
1392
Winthrop Advisory Group
Massachusetts
$219K -$4.51K -20 -2%
ESB
1393
Essex Savings Bank
Connecticut
$219K -$9.01K -40 -4%
CIA
1394
Capital Investment Advisors
Georgia
$218K -$2.48K -11 -1%
GWSG
1395
GPS Wealth Strategies Group
Colorado
$218K +$225 +1 +0.1%
TFA
1396
Toth Financial Advisory
Virginia
$216K -$4.96K -22 -2%
FC
1397
Forte Capital
New York
$214K -$97.6K -433 -32%
CIS
1398
Custom Index Systems
New York
$212K +$208K +922 New
IDBONY
1399
Israel Discount Bank of New York
New York
$211K -$451 -2 -0.2%
QFA
1400
Quantum Financial Advisors
California
$211K – – –