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Name Holding Trade Value Shares
Change
Change in
Stake
CBFP
776
Cedar Brook Financial Partners
Ohio
$268K -$139K -478 -37%
GL
777
Graypoint LLC
New York
$268K -$18.9K -65 -7%
VVP
778
Venture Visionary Partners
Ohio
$268K -$5.53K -19 -2%
IIC
779
Integrated Investment Consultants
Michigan
$266K +$3.49K +12 +1%
PCP
780
Proficio Capital Partners
Massachusetts
$266K +$43K +148 +22%
LCWP
781
Legacy Capital Wealth Partners
Arkansas
$266K +$238K +818 New
CTC
782
Central Trust Company
Missouri
$264K -$10.2K -35 -4%
LWCFA
783
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$262K -$53.8K -185 -19%
EMG
784
ETF Managers Group
New Jersey
$262K +$234K +803 New
OC
785
Oppenheimer & Co
New York
$261K -$33.4K -115 -13%
AUB
786
Atlantic Union Bankshares
Virginia
$261K -$27.6K -95 -11%
HI
787
Hendershot Investments
Virginia
$261K
TC
788
Titleist Capital
Texas
$261K +$29.7K +102 +15%
CPIG
789
Chicago Partners Investment Group
Illinois
$260K +$5.53K +19 +2%
GA
790
Geller Advisors
New York
$258K -$8.73K -30 -4%
AMC
791
Asset Management Corp
Illinois
$258K +$291 +1 +0.1%
CA
792
Continuum Advisory
Idaho
$257K -$288K -989 -53%
TPWA
793
TRUE Private Wealth Advisors
Oregon
$254K +$873 +3 +0.3%
KWM
794
Kolinsky Wealth Management
New Jersey
$254K +$14.5K +50 +7%
FPAS
795
Focus Partners Advisor Solutions
Missouri
$252K -$359K -1,233 -61%
HFS
796
Horizon Financial Services
North Carolina
$251K +$224K +771 New
TAIM
797
TD Ameritrade Investment Management
Nebraska
$249K -$226K -777 -50%
SFG
798
StrategIQ Financial Group
Indiana
$248K -$29.1K -100 -12%
HWM
799
HB Wealth Management
Georgia
$246K +$219K +754 New
TWM
800
Tradition Wealth Management
Minnesota
$245K +$2.91K +10 +1%