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Name Holding Trade Value Shares
Change
Change in
Stake
PFO
201
Pathstone Family Office
New Jersey
$237K +$67K +1,675 +22%
AG
202
Advocate Group
Minnesota
$236K -$33.9K -848 -14%
DADC
203
D.A. Davidson & Co
Montana
$226K +$204K +5,099 New
API
204
Advisor Partners II
California
$226K -$80.5K -2,010 -28%
FLC
205
Fifth Lane Capital
Texas
$219K +$198K +4,941 New
MML Investors Services
206
MML Investors Services
Massachusetts
$219K +$198K +4,937 New
SAM
207
Shell Asset Management
Netherlands
$210K -$38.5K -962 -17%
BA
208
Bennicas & Associates
California
$208K +$188K +4,700 New
Mackenzie Financial
209
Mackenzie Financial
Ontario, Canada
$207K +$186K +4,658 New
MLICM
210
Metropolitan Life Insurance Company (MetLife)
New York
$202K +$10.5K +263 +6%
KAS
211
Kestra Advisory Services
Texas
$202K +$182K +4,546 New
SCM
212
Shelton Capital Management
Colorado
$201K +$182K +4,542 New
SO
213
STRS Ohio
Ohio
$172K
IA
214
IFP Advisors
Florida
$143K -$40 -1 -0%
AWM
215
Accurate Wealth Management
Florida
$112K +$106K +2,651 New
ASN
216
Advisory Services Network
Georgia
$95.5K +$86.2K +2,154 New
BWL
217
Bogart Wealth LLC
Virginia
$79.6K +$720 +18 +1%
RBC
218
Romano Brothers & Co
Illinois
$78.2K +$70.6K +1,763 New
BAM
219
Belpointe Asset Management
Nevada
$73.3K +$66.2K +1,653 New
BC
220
Bartlett & Co
Ohio
$67K
BCWM
221
Bartlett & Co Wealth Management
Ohio
$66.5K
VCM
222
Versant Capital Management
Arizona
$52.8K -$520 -13 -1%
SWA
223
Sutton Wealth Advisors
Florida
$52.1K
CT
224
Cambridge Trust
Massachusetts
$48K
WAM
225
Wolverine Asset Management
Illinois
$45.3K