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Name Holding Trade Value Shares
Change
Change in
Stake
AFT
676
Alpha Family Trust
California
$271K – – –
BAM
677
Berkshire Asset Management
Pennsylvania
$270K -$980 -6 -0.4%
MWM
678
Modern Wealth Management
Kansas
$270K +$4.25K +26 +2%
GVAG
679
Great Valley Advisor Group
Delaware
$268K -$123K -750 -33%
DWT
680
Dorsey & Whitney Trust
South Dakota
$265K +$246K +1,506 New
PWM
681
Perigon Wealth Management
California
$264K +$245K +1,502 New
MC
682
Moors & Cabot
Massachusetts
$264K +$245K +1,499 New
NP
683
NorthRock Partners
Minnesota
$259K -$347K -2,127 -59%
STS
684
SG Trading Solutions
Utah
$258K +$240K +1,467 New
FNBT
685
FineMark National Bank & Trust
Florida
$257K +$239K +1,463 New
TCWA
686
Turtle Creek Wealth Advisors
Texas
$257K +$239K +1,462 New
PWP
687
Prasad Wealth Partners
Ohio
$256K – – –
MTIM
688
Marathon Trading Investment Management
Pennsylvania
$255K -$49K -300 -17%
AFG
689
Allegheny Financial Group
Pennsylvania
$254K -$160K -977 -40%
JSW
690
Journey Strategic Wealth
New Jersey
$253K +$235K +1,440 New
IG
691
ING Group
Netherlands
$252K +$234K +1,434 New
KWA
692
Kingswood Wealth Advisors
California
$252K +$234K +1,431 New
IA
693
IFG Advisory
Georgia
$251K +$233K +1,425 New
AWM
694
Apollon Wealth Management
South Carolina
$250K +$232K +1,421 New
MA
695
MONECO Advisors
Connecticut
$250K +$232K +1,419 New
VCA
696
Verdence Capital Advisors
Maryland
$249K -$13.1K -80 -5%
PA
697
Procyon Advisors
Connecticut
$246K +$228K +1,397 New
OIA
698
OneDigital Investment Advisors
Kansas
$245K +$227K +1,392 New
CI
699
Cigna Investments
Connecticut
$245K -$10.1K -62 -4%
CSP
700
Cary Street Partners
Virginia
$238K – – –