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Name Holding Trade Value Shares
Change
Change in
Stake
MWM
251
Mission Wealth Management
California
$247K +$3.22K +67 +1%
PA
252
Parallel Advisors
California
$245K +$6.59K +137 +3%
ACI
253
Alpha Cubed Investments
California
$243K -$47.1K -979 -16%
CCP
254
Corient Capital Partners
California
$243K +$674 +14 +0.3%
NB
255
NBT Bank
New York
$240K
CAM
256
Cozad Asset Management
Illinois
$239K -$18.4K -383 -7%
BBP
257
Banco BTG Pactual
Brazil
$238K +$248K +5,157 New
CFA
258
Carroll Financial Associates
North Carolina
$229K -$37.1K -772 -13%
RFM
259
Royal Fund Management
Florida
$228K -$24K -499 -9%
FCI
260
Financial Counselors Inc
Kansas
$227K -$9.43K -196 -4%
NCM
261
Noesis Capital Mangement
Florida
$227K
PT
262
Plimoth Trust
Massachusetts
$225K -$17.3K -359 -7%
SG Americas Securities
263
SG Americas Securities
New York
$223K -$114K -2,366 -33%
Bank of Nova Scotia
264
Bank of Nova Scotia
Ontario, Canada
$222K +$232K +4,820 New
IRC
265
Investors Research Corp
Georgia
$213K
AssetMark Inc
266
AssetMark Inc
California
$211K -$28.9K -600 -12%
HL
267
HeadInvest LLC
Maine
$211K -$26.1K -543 -11%
GWM
268
Geneos Wealth Management
Colorado
$208K +$818 +17 +0.4%
LSAG
269
Lake Street Advisors Group
New Hampshire
$207K +$216K +4,481 New
APA
270
American Portfolios Advisors
New York
$205K +$23.5K +488 +12%
HNB
271
Huntington National Bank
Ohio
$204K -$24.4K -507 -10%
MC
272
Moors & Cabot
Massachusetts
$201K +$210K +4,358 New
PP
273
Pacifica Partners
Canada
$194K +$289 +6 +0.1%
CFB
274
Cullen/Frost Bankers
Texas
$193K +$1.3K +27 +0.7%
BAM
275
Belpointe Asset Management
Nevada
$185K -$1.22M -25,291 -86%