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Name Holding Trade Value Shares
Change
Change in
Stake
WIA
676
Westbourne Investment Advisors
Maryland
$334K +$319K +1,450 New
Wellington Management Group
677
Wellington Management Group
Massachusetts
$330K -$41.8M -189,904 -99%
CWM
678
Chesapeake Wealth Management
Virginia
$328K -$198K -898 -39%
TI
679
Tidal Investments
Wisconsin
$328K +$75.7K +344 +32%
AWE
680
Avidian Wealth Enterprises
Texas
$323K -$2.64K -12 -0.8%
JWA
681
JFS Wealth Advisors
Pennsylvania
$323K
SAM
682
Seelaus Asset Management
New Jersey
$322K -$436K -1,980 -59%
APC
683
Aspire Private Capital
North Carolina
$321K +$308K +1,397 New
HI
684
Horizon Investments
North Carolina
$319K -$79.5K -361 -21%
CIA
685
Choate Investment Advisors
Massachusetts
$316K +$27.5K +125 +10%
OIA
686
OneDigital Investment Advisors
Kansas
$316K +$302K +1,374 New
MCM
687
Mattern Capital Management
Colorado
$314K
CS
688
Capital Square
Tennessee
$310K
EFS
689
Essex Financial Services
Connecticut
$307K -$395K -1,796 -57%
NOI
690
Newton One Investments
Delaware
$307K
NIM
691
Northeast Investment Management
Massachusetts
$307K
PCP
692
Proficio Capital Partners
Massachusetts
$307K +$294K +1,336 New
SCM
693
Stevens Capital Management
Pennsylvania
$304K +$291K +1,322 New
SIM
694
Sadoff Investment Management
Wisconsin
$302K +$289K +1,311 New
FMLI
695
Fukoku Mutual Life Insurance
Japan
$299K -$22K -100 -7%
PWPS
696
Pinnacle Wealth Planning Services
Ohio
$299K +$60.5K +275 +27%
WCA
697
Waratah Capital Advisors
Ontario, Canada
$299K +$286K +1,300 New
VF
698
Virtu Financial
New York
$296K +$283K +1,285 New
BFM
699
Boothbay Fund Management
New York
$293K +$59.9K +272 +27%
HTC
700
Haverford Trust Company
Pennsylvania
$292K -$41.8K -190 -13%