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Name Holding Trade Value Shares
Change
Change in
Stake
CWP
251
Capital Wealth Planning
Florida
$802K -$147K -2,662 -17%
XF
252
XML Financial
Maryland
$782K -$26.2K -474 -4%
Envestnet Portfolio Solutions
253
Envestnet Portfolio Solutions
Illinois
$772K -$47.9K -868 -7%
BC
254
Bridgefront Capital
Texas
$760K +$676K +12,237 New
ECM
255
Evergreen Capital Management
Washington
$759K -$207K -3,751 -24%
WA
256
WealthTrust Axiom
Pennsylvania
$739K -$33.1K -600 -5%
ADMI
257
Albert D. Mason Inc
Massachusetts
$732K
ATC
258
Argent Trust Co
Tennessee
$728K
RCM
259
Requisite Capital Management
Texas
$727K -$160K -2,893 -20%
AWM
260
Apollon Wealth Management
South Carolina
$718K -$22.1K -401 -3%
FHA
261
Flagship Harbor Advisors
Massachusetts
$710K -$38.4K -695 -6%
DCM
262
DGS Capital Management
New Jersey
$708K -$196K -3,544 -24%
NHC
263
Nicholas Hoffman & Company
Georgia
$708K +$15.2K +275 +2%
IA
264
Inspire Advisors
Idaho
$690K +$29.3K +531 +5%
LI
265
Louisbourg Investments
New Brunswick, Canada
$688K
DWT
266
Dorsey & Whitney Trust
South Dakota
$687K +$28K +507 +5%
GT
267
Glenmede Trust
Pennsylvania
$685K -$139K -2,524 -19%
AWA
268
Aaron Wealth Advisors
Illinois
$685K +$4.03K +73 +0.7%
RCM
269
RNC Capital Management
California
$683K
Invesco
270
Invesco
Georgia
$680K -$47.7K -863 -7%
HI
271
Horizon Investments
North Carolina
$673K -$1.88K -34 -0.3%
Allspring Global Investments
272
Allspring Global Investments
North Carolina
$673K +$60K +1,087 +11%
FFS
273
Founders Financial Securities
Maryland
$673K -$1.66K -30 -0.3%
SIA
274
Schechter Investment Advisors
Michigan
$668K -$243K -4,407 -29%
SRC
275
Sage Rhino Capital
California
$665K -$454K -8,227 -43%