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Name Holding Trade Value Shares
Change
Change in
Stake
BWM
601
Baystate Wealth Management
Massachusetts
$737K -$19.1K -69 -3%
CB
602
Cadence Bank
Mississippi
$735K +$832 +3 +0.1%
FI
603
FormulaFolio Investments
Michigan
$729K +$682K +2,458 New
CIA
604
CSat Investment Advisory
Michigan
$726K -$31.6K -114 -4%
AAM
605
Advisors Asset Management
Colorado
$725K -$158K -570 -19%
DADC
606
D.A. Davidson & Co
Montana
$725K -$14.4K -52 -2%
GTCM
607
Gyon Technologies Capital Management
New Jersey
$720K +$674K +2,428 New
SFS
608
Sowell Financial Services
Arkansas
$716K +$343K +1,235 +105%
OAM
609
Optimal Asset Management
California
$714K +$668K +2,406 New
Vanguard Capital Wealth Advisors
610
Vanguard Capital Wealth Advisors
Colorado
$712K
CA
611
Continental Advisors
Utah
$705K -$222K -800 -25%
PT
612
Plimoth Trust
Massachusetts
$695K -$440K -1,585 -40%
WS
613
Wedbush Securities
California
$694K -$49.7K -179 -7%
UBG
614
United Bank (Georgia)
Georgia
$693K -$133K -479 -17%
S
615
SignatureFD
Georgia
$680K -$49.7K -179 -7%
WAM
616
Wealthspire Advisors (Maryland)
Maryland
$679K +$5.83K +21 +0.9%
SPIA
617
Steward Partners Investment Advisory
New York
$673K -$41.9K -151 -6%
HWA
618
Heritage Wealth Advisors
Virginia
$671K +$8.88K +32 +1%
AC
619
Arjuna Capital
North Carolina
$665K +$622K +2,241 New
BAM
620
Berkshire Asset Management
Pennsylvania
$660K +$18.6K +67 +3%
VEA
621
Virtus ETF Advisers
New York
$659K -$263K -948 -30%
TC
622
TownSquare Capital
Utah
$654K +$67.7K +244 +12%
CSA
623
Cottage Street Advisors
Massachusetts
$653K +$194K +700 +47%
VCA
624
Verdence Capital Advisors
Maryland
$651K -$22.8K -82 -4%
DPIM
625
Duff & Phelps Investment Management
Illinois
$642K