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Name Holding Trade Value Shares
Change
Change in
Stake
AA
651
ALPS Advisors
Colorado
$379K -$166K -4,545 -30%
XWM
652
Xcel Wealth Management
Florida
$379K +$769 +21 +0.2%
BWP
653
BSW Wealth Partners
Colorado
$378K
EWA
654
Exencial Wealth Advisors
Oklahoma
$378K +$75.8K +2,069 +24%
GSEP
655
Golden State Equity Partners
California
$378K -$1.79K -49 -0.5%
WANY
656
Wealthspire Advisors (New York)
New York
$375K +$45.9K +1,252 +13%
DI
657
Disciplined Investments
Oklahoma
$374K
CBFP
658
Cedar Brook Financial Partners
Ohio
$373K +$50.4K +1,375 +15%
LWCFA
659
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$372K
RA
660
RFG Advisory
Alabama
$371K +$102K +2,775 +36%
AF
661
Advisornet Financial
Minnesota
$370K +$1.14K +31 +0.3%
SJL
662
Shayne & Jacobs LLC
Tennessee
$370K
AWM
663
Accel Wealth Management
Iowa
$369K +$16.1K +439 +4%
EWA
664
EP Wealth Advisors
California
$369K -$27.8K -758 -7%
NHC
665
Nicholas Hoffman & Company
Georgia
$369K -$12.9K -353 -3%
PTC
666
Private Trust Company
Ohio
$366K +$5.64K +154 +2%
PCM
667
Perkins Capital Management
Minnesota
$366K +$117K +3,200 +45%
LBC
668
Lowe Brockenbrough & Co
Virginia
$366K -$4.47K -122 -1%
HCP
669
Hexagon Capital Partners
Arkansas
$366K +$119K +3,249 +46%
PCS
670
Personal CFO Solutions
New Jersey
$365K +$33K +900 +10%
CICI
671
Capital Investment Counsel Inc
North Carolina
$365K -$679K -18,548 -64%
CWS
672
Confluence Wealth Services
Pennsylvania
$363K -$25.8K -704 -6%
FB
673
Fulton Bank
Pennsylvania
$363K -$36.6K -1,000 -9%
Fayez Sarofim & Co
674
Fayez Sarofim & Co
Texas
$362K +$37.2K +1,015 +11%
SPWM
675
Straight Path Wealth Management
Michigan
$359K