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Name Holding Trade Value Shares
Change
Change in
Stake
SAG
1076
SageView Advisory Group
California
$253K +$238K +2,955 New
PAM
1077
Pegasus Asset Management
New York
$252K
AW
1078
Apricus Wealth
South Carolina
$251K -$26.6K -330 -10%
ST
1079
Spinnaker Trust
Maine
$251K
FNT
1080
First Nebraska Trust
Nebraska
$251K +$4.83K +60 +2%
CWM
1081
Congress Wealth Management
Massachusetts
$251K +$29K +360 +13%
DOA
1082
D'Orazio & Associates
Virginia
$250K +$15.6K +194 +7%
KI
1083
Kapitalo Investimentos
Brazil
$250K +$166K +2,056 +211%
NW
1084
NewEdge Wealth
Pennsylvania
$250K -$403 -5 -0.2%
SWM
1085
Spire Wealth Management
Virginia
$249K +$16.1K +200 +7%
T
1086
TOBAM
France
$248K +$4.51K +56 +2%
AIA
1087
AIMZ Investment Advisors
California
$248K
SGCA
1088
Steel Grove Capital Advisors
Tennessee
$248K -$1.61K -20 -0.7%
HKAM
1089
Horizon Kinetics Asset Management
New York
$248K
FOA
1090
Five Oceans Advisors
California
$246K +$1.77K +22 +0.7%
AFA
1091
American Financial Advisors
Georgia
$246K +$14.7K +182 +6%
TW
1092
TrinityPoint Wealth
Connecticut
$246K +$81 +1 +0%
CP
1093
Canopy Partners
Ohio
$246K +$240K +2,977 New
IGWM
1094
ICA Group Wealth Management
Colorado
$245K +$9.83K +122 +4%
SQA
1095
Simon Quick Advisors
New Jersey
$243K +$11.2K +139 +5%
NECFA
1096
New England Capital Financial Advisors
Connecticut
$242K +$161 +2 +0.1%
BMCM
1097
Burns Matteson Capital Management
New York
$241K
DI
1098
DAGCO Inc
Ohio
$241K +$235K +2,918 New
DWS
1099
Dynamic Wealth Strategies
California
$241K +$235K +2,918 New
IHWM
1100
Iron Horse Wealth Management
Iowa
$240K