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Name Holding Trade Value Shares
Change
Change in
Stake
HP
426
Haven Private
Florida
$214K +$238K +4,387 New
DBRC
427
D.B. Root & Company
Pennsylvania
$214K -$50.3K -926 -17%
TCM
428
TT Capital Management
California
$213K +$235K +4,327 New
KA
429
Kovack Advisors
Florida
$213K +$11.7K +215 +5%
RWP
430
RWA Wealth Partners
Massachusetts
$212K
FCBT
431
First Citizens Bank & Trust
North Carolina
$209K +$21.5K +395 +10%
RGC
432
Roberts, Glore & Co
Illinois
$207K
WB
433
WesBanco Bank
West Virginia
$206K -$1.85K -34 -0.8%
KCM
434
Kathmere Capital Management
Pennsylvania
$206K +$229K +4,215 New
MCM
435
MAI Capital Management
Ohio
$204K +$32.7K +601 +17%
BG
436
Bahl & Gaynor
Ohio
$204K +$5.44K +100 +2%
KWA
437
Kingswood Wealth Advisors
California
$204K +$30K +551 +15%
SL
438
Summitry LLC
California
$203K +$41.9K +771 +23%
KIA
439
Knollwood Investment Advisory
Maryland
$203K
PFA
440
Pathway Financial Advisers
Indiana
$200K +$219K +4,033 +5,931%
VM
441
VPR Management
Texas
$195K
TPCW
442
TD Private Client Wealth
New York
$195K +$1.3K +24 +0.6%
AssetMark Inc
443
AssetMark Inc
California
$192K +$1.03K +19 +0.5%
CFB
444
Cullen/Frost Bankers
Texas
$182K -$2.28K -42 -1%
FAIM
445
Financial Advocates Investment Management
Washington
$182K -$2.07K -38 -1%
CFO
446
CVA Family Office
Colorado
$176K -$6.03K -111 -3%
USGIU
447
U.S. Global Investors (USGI)
Texas
$171K
WA
448
Whipplewood Advisors
Colorado
$164K +$183K +3,364 New
UB
449
UMB Bank
Missouri
$160K -$15.1K -277 -8%
CWM
450
Compass Wealth Management
Connecticut
$159K -$13.6K -250 -7%