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Name Holding Trade Value Shares
Change
Change in
Stake
EHC
1201
Everett Harris & Co
California
$333K
SSWM
1202
Sheets Smith Wealth Management
North Carolina
$333K +$6.87K +40 +2%
KP
1203
Keel Point
Alabama
$332K
SC
1204
Savant Capital
Illinois
$331K -$17.2K -100 -5%
JSL
1205
JT Stratford LLC
Georgia
$331K +$340K +1,978 New
SCM
1206
SOL Capital Management
Maryland
$330K
PWAP
1207
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$328K -$23.5K -137 -7%
CAAS
1208
Capital Asset Advisory Services
Michigan
$328K +$29K +169 +9%
BOPW
1209
Brandywine Oak Private Wealth
Pennsylvania
$323K +$41.4K +241 +14%
CA
1210
Continuum Advisory
Idaho
$322K -$25.8K -150 -7%
WA
1211
WBH Advisory
Maryland
$322K -$17.2K -100 -5%
MFG
1212
Magnus Financial Group
New York
$322K
EWM
1213
Edge Wealth Management
New York
$321K -$496K -2,888 -60%
BPWA
1214
Beacon Pointe Wealth Advisors
California
$321K -$73.6K -428 -18%
MWM
1215
Mission Wealth Management
California
$320K -$16.2K -94 -5%
MWM
1216
Merriman Wealth Management
Washington
$318K
SG
1217
StoneX Group
New York
$318K +$8.59K +50 +3%
EWM
1218
Empirical Wealth Management
Washington
$318K +$95.9K +558 +42%
BW
1219
Biegel & Waller
Maryland
$316K +$4.3K +25 +1%
CAM
1220
Close Asset Management
United Kingdom
$316K +$38.7K +225 +14%
STA
1221
Summit Trail Advisors
New York
$316K +$324K +1,887 New
SFG
1222
SevenBridge Financial Group
Pennsylvania
$314K +$102K +592 +46%
BW
1223
Bison Wealth
Georgia
$313K +$36.6K +213 +13%
COI
1224
Capital One Investing
Virginia
$310K
BAM
1225
Bruderman Asset Management
New York
$307K -$1.72K -10 -0.6%