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Name Holding Trade Value Shares
Change
Change in
Stake
SFA
276
Semmax Financial Advisors
North Carolina
$619 +$715 +21 New
SAM
277
Smartleaf Asset Management
Massachusetts
$597 +$613 +18 New
BWAM
278
Boyd Watterson Asset Management
Ohio
$593 – – –
VCM
279
Versant Capital Management
Arizona
$527 +$545 +16 New
MPWT
280
MassMutual Private Wealth & Trust
Connecticut
$494 -$340 -10 -40%
MSG
281
Main Street Group
Virginia
$454 +$136 +4 +40%
PP
282
PFS Partners
New Jersey
$372 – – –
WIM
283
Westside Investment Management
California
$362 -$3.03K -89 -89%
CSC
284
Caldwell Sutter Capital
California
$362 – – –
HCP
285
Hexagon Capital Partners
Arkansas
$362 – – –
PTC
286
Private Trust Company
Ohio
$329 +$204 +6 +150%
CFS
287
CGC Financial Services
Oregon
$296 – – –
GRP
288
Global Retirement Partners
California
$265 – – –
GIA
289
GHP Investment Advisors
Colorado
$264 – – –
APC
290
Aspire Private Capital
North Carolina
$263 – – –
DJSG
291
D.J. St. Germain
Massachusetts
$263 +$272 +8 New
CTC
292
Central Trust Company
Missouri
$231 – – –
TAM
293
Tucker Asset Management
Colorado
$230 – – –
HCM
294
Hollencrest Capital Management
California
$198 – – –
VAG
295
VisionPoint Advisory Group
Texas
$198 – – –
AssetMark Inc
296
AssetMark Inc
California
$198 +$68 +2 +50%
GI
297
Gradient Investments
Minnesota
$165 -$374 -11 -69%
LFG
298
Larson Financial Group
Missouri
$136 – – –
TWP
299
TFO Wealth Partners
Ohio
$132 -$238 -7 -64%
IGWM
300
ICA Group Wealth Management
Colorado
$132 – – –