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Name Holding Trade Value Shares
Change
Change in
Stake
Putnam Investments
851
Putnam Investments
Massachusetts
$240K -$3.31K -10 -1%
CG
852
Clifford Group
Massachusetts
$237K +$15.2K +46 +7%
Choate Investment Advisors
853
Choate Investment Advisors
Massachusetts
$237K +$242K +731 New
PC
854
Port Capital
Illinois
$236K -$12.6K -38 -5%
TNA
855
True North Advisors
Texas
$236K – – –
Csenge Advisory Group
856
Csenge Advisory Group
Florida
$233K -$112K -340 -32%
HNW
857
High Note Wealth
Minnesota
$233K +$238K +718 New
CWG
858
Cornerstone Wealth Group
North Carolina
$232K +$1.99K +6 +0.8%
DOA
859
D'Orazio & Associates
Virginia
$231K +$236K +714 New
Jump Financial
860
Jump Financial
Illinois
$231K +$236K +713 New
KP
861
Keel Point
Alabama
$229K +$3.97K +12 +2%
RWA
862
River Wealth Advisors
Pennsylvania
$229K – – –
BTWM
863
Baker Tilly Wealth Management
Wisconsin
$228K -$334K -1,009 -59%
Merit Financial Group
864
Merit Financial Group
Georgia
$227K -$140K -424 -38%
HC
865
Henshaw Capital
Massachusetts
$227K – – –
MCM
866
Marathon Capital Management
Maryland
$227K – – –
EL
867
Essex LLC
Illinois
$227K – – –
NC
868
NovaPoint Capital
Georgia
$222K -$331 -1 -0.1%
CI Investments Inc
869
CI Investments Inc
Ontario, Canada
$220K +$7.28K +22 +3%
CFG
870
Carr Financial Group
Massachusetts
$219K – – –
Avantax Advisory Services
871
Avantax Advisory Services
Texas
$218K +$15.6K +47 +7%
Congress Wealth Management
872
Congress Wealth Management
Massachusetts
$217K -$58.6K -177 -21%
WCAMG
873
Woodard & Company Asset Management Group
North Carolina
$217K – – –
TCI Wealth Advisors
874
TCI Wealth Advisors
Arizona
$217K +$2.32K +7 +1%
IAN
875
Integrated Advisors Network
Texas
$215K +$10.6K +32 +5%