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Name Holding Trade Value Shares
Change
Change in
Stake
AF
526
Advisornet Financial
Minnesota
$254K +$11.9K +98 +6%
FFM
527
Forum Financial Management
Illinois
$254K +$204K +1,678 New
GWM
528
Goldenstone Wealth Management
California
$253K +$203K +1,674 New
3F
529
360 Financial
Minnesota
$252K +$203K +1,669 New
AGDI
530
Absolute Gestao de Investimentos
Brazil
$250K +$200K +1,650 New
LBC
531
Leigh Baldwin & Co
New York
$247K +$198K +1,635 New
SWASL
532
Spartan Wealth Advisory Services LLC
Michigan
$245K +$197K +1,622 New
AI
533
ArchPoint Investors
Florida
$242K +$194K +1,600 New
BAAM
534
Baker Avenue Asset Management
California
$242K -$198K -1,635 -51%
Truist Financial
535
Truist Financial
North Carolina
$241K +$193K +1,592 New
PJSIMP
536
P.J. Schmidt Investment Management (PJS)
Wisconsin
$240K +$193K +1,587 New
MA
537
Mutual Advisors
Nebraska
$237K +$190K +1,568 New
DWP
538
Daymark Wealth Partners
Ohio
$235K +$189K +1,554 New
DT
539
Diversified Trust
Tennessee
$231K +$185K +1,528 New
LTM
540
Lotus Technology Management
Florida
$231K +$185K +1,527 New
ZI
541
ZEGA Investments
Florida
$230K +$184K +1,520 New
WSCM
542
Wellington Shields Capital Management
New York
$229K +$184K +1,514 New
AA
543
Apriem Advisors
California
$228K +$183K +1,508 New
AA
544
Ahara Advisors
New Jersey
$227K +$182K +1,501 New
EPIM
545
Evelyn Partners Investment Management
$227K +$72.8K +600 +67%
CPWL
546
Coquina Private Wealth LLC
Florida
$227K +$182K +1,500 New
AI
547
Atria Investments
North Carolina
$226K +$182K +1,497 New
AA
548
Advisory Alpha
Michigan
$225K +$181K +1,489 New
FIA
549
Foundations Investment Advisors
Arizona
$224K +$179K +1,478 New
MVF
550
Markin Volterra Fund
New York
$220K +$176K +1,454 New