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Name Holding Trade Value Shares
Change
Change in
Stake
CIA
851
Choate Investment Advisors
Massachusetts
$247K -$4.03K -13 -2%
FW
852
FirstPurpose Wealth
Utah
$246K -$11.8K -38 -5%
SC
853
Sapient Capital
Indiana
$245K -$147K -474 -39%
AAS
854
Annex Advisory Services
Wisconsin
$244K +$227K +733 New
IAN
855
Integrated Advisors Network
Texas
$244K +$227K +733 New
AFP
856
Ausdal Financial Partners
Iowa
$243K -$11.2K -36 -5%
AAS
857
Avantax Advisory Services
Texas
$243K +$11.8K +38 +5%
RFO
858
RiverGlades Family Offices
Florida
$243K +$262K +845 New
FCI
859
Financial Counselors Inc
Kansas
$242K +$225K +725 New
BAM
860
Belpointe Asset Management
Nevada
$241K -$72.2K -233 -24%
YIH
861
Y-Intercept (HK)
Hong Kong
$240K -$1.85M -5,965 -89%
AC
862
Avestar Capital
New York
$239K +$222K +717 New
RWA
863
River Wealth Advisors
Pennsylvania
$239K -$30.7K -99 -12%
TNA
864
True North Advisors
Texas
$238K -$4.96K -16 -2%
HIC
865
Hartline Investment Corp
Illinois
$237K -$2.03M -6,539 -90%
BCA
866
Bay Colony Advisors
Massachusetts
$237K +$220K +711 New
CG
867
Clifford Group
Massachusetts
$237K
MCM
868
Marathon Capital Management
Maryland
$234K
PIM
869
Penobscot Investment Management
Massachusetts
$232K -$63.6K -205 -23%
KP
870
Keel Point
Alabama
$232K +$215K +694 New
LAM
871
L2 Asset Management
Massachusetts
$232K +$215K +694 New
ACM
872
Andina Capital Management
Utah
$231K +$215K +693 New
NC
873
NovaPoint Capital
Georgia
$229K +$212K +685 New
EWA
874
EverSource Wealth Advisors
Alabama
$228K -$47.1K -152 -16%
IAA
875
Independent Advisor Alliance
North Carolina
$227K -$24.2K -78 -10%