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Name Holding Trade Value Shares
Change
Change in
Stake
BIP
626
Blueprint Investment Partners
North Carolina
$295K +$43.4K +1,457 +16%
TCWM
627
Total Clarity Wealth Management
Illinois
$294K +$35.4K +1,189 +13%
CAMG
628
CWA Asset Management Group
Florida
$293K -$565 -19 -0.2%
PCM
629
Prelude Capital Management
New York
$292K
SFP
630
Sweet Financial Partners
Minnesota
$291K +$30 +1 +0%
CWS
631
Confluence Wealth Services
Pennsylvania
$289K -$20.7K -696 -6%
HIA
632
Harbor Investment Advisory
Maryland
$289K
EB
633
Eastern Bank
Massachusetts
$288K
NB
634
NBT Bank
New York
$288K
SCP
635
Syntal Capital Partners
Texas
$288K +$7.17K +241 +2%
HVIA
636
Hudson Valley Investment Advisors
New York
$287K -$3.72K -125 -1%
CFAM
637
Coury Firm Asset Management
Pennsylvania
$286K
SPWM
638
Straight Path Wealth Management
Michigan
$286K
CPIG
639
Chicago Partners Investment Group
Illinois
$283K +$4.17K +140 +2%
AIP
640
ARS Investment Partners
New York
$283K +$295K +9,900 New
VLC
641
Van Leeuwen & Company
New Jersey
$282K
BHWM
642
Bar Harbor Wealth Management
New Hampshire
$281K -$229K -7,698 -44%
Victory Capital Management
643
Victory Capital Management
Texas
$280K
XF
644
XML Financial
Maryland
$280K +$292K +9,809 New
WAM
645
Winslow Asset Management
Ohio
$279K
WDG
646
Wealth Dimensions Group
Ohio
$279K +$684 +23 +0.2%
WAS
647
Winch Advisory Services
Wisconsin
$278K +$6.04K +203 +2%
TA
648
TrueWealth Advisors
Alabama
$278K +$12.5K +419 +4%
LWAC
649
Laurel Wealth Advisors (California)
California
$276K -$156K -5,226 -35%
AF
650
Allworth Financial
California
$275K -$84.8K -2,849 -23%