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Name Holding Trade Value Shares
Change
Change in
Stake
WA
276
WESPAC Advisors
California
$261K +$225K +4,484 New
LSAG
277
Lake Street Advisors Group
New Hampshire
$260K -$1.25K -25 -0.6%
RFM
278
Royal Fund Management
Florida
$256K -$27.9K -556 -11%
SC
279
Steph & Co
Wisconsin
$255K +$55K +1,097 +33%
IWM
280
IHT Wealth Management
Illinois
$254K +$219K +4,362 New
AC
281
Abbrea Capital
California
$252K +$216K +4,316 New
HL
282
HeadInvest LLC
Maine
$249K -$15.2K -303 -7%
HKAM
283
Horizon Kinetics Asset Management
New York
$248K -$204K -4,072 -49%
QP
284
Quilter Plc
United Kingdom
$248K +$213K +4,256 New
AIP
285
Almanack Investment Partners
Pennsylvania
$247K -$910K -18,160 -81%
PP
286
Pacifica Partners
Canada
$247K
W
287
WealthStone
Ohio
$247K +$213K +4,244 New
AssetMark Inc
288
AssetMark Inc
California
$243K -$20.6K -412 -9%
CFB
289
Cullen/Frost Bankers
Texas
$242K -$1.35K -27 -0.6%
SFA
290
Sequoia Financial Advisors
Ohio
$236K +$203K +4,049 New
PT
291
Plimoth Trust
Massachusetts
$235K -$42.4K -845 -17%
SP
292
Successful Portfolios
Florida
$233K +$200K +3,996 New
EAM
293
Eagle Asset Management
Florida
$226K -$351K -6,994 -64%
PWPS
294
Pinnacle Wealth Planning Services
Ohio
$224K +$192K +3,839 New
CCM
295
Cohen Capital Management
California
$223K +$192K +3,833 New
MML Investors Services
296
MML Investors Services
Massachusetts
$220K +$189K +3,776 New
MCIA
297
Mountain Capital Investment Advisors
Colorado
$217K +$171K +3,406 New
PWLP
298
Prio Wealth Limited Partnership
Massachusetts
$217K +$186K +3,716 New
SI
299
Stephens Inc
Arkansas
$213K -$121K -2,411 -40%
PAS
300
Park Avenue Securities
New York
$210K +$181K +3,607 New