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Name Holding Trade Value Shares
Change
Change in
Stake
GSEP
651
Golden State Equity Partners
California
$311K +$1.93K +59 +0.6%
CPIG
652
Chicago Partners Investment Group
Illinois
$311K -$30K -920 -8%
PCM
653
Perkins Capital Management
Minnesota
$311K
ESB
654
Essex Savings Bank
Connecticut
$311K +$43.3K +1,326 +17%
PTC
655
Private Trust Company
Ohio
$310K +$6.85K +210 +2%
AMG
656
Advisors Management Group
Wisconsin
$310K +$783 +24 +0.3%
1WA
657
180 Wealth Advisors
Washington
$309K -$12.5K -384 -4%
VCM
658
Virtue Capital Management
Tennessee
$307K +$296K +9,062 New
BAM
659
Belpointe Asset Management
Nevada
$306K +$34.5K +1,056 +13%
WT
660
Whittier Trust
California
$306K -$4.54K -139 -2%
HCM
661
Hollencrest Capital Management
California
$304K
RYIA
662
Roehl & Yi Investment Advisors
Oregon
$304K +$294K +8,994 New
UWP
663
Uniting Wealth Partners
Kansas
$302K +$292K +8,932 New
CG
664
Clarus Group
Texas
$302K +$620 +19 +0.2%
VA
665
Valmark Advisers
Ohio
$301K -$39.9K -1,222 -12%
CMMS
666
Comprehensive Money Management Services
Florida
$300K +$6.53K +200 +2%
DCM
667
Donaldson Capital Management
Indiana
$300K +$290K +8,881 New
JFG
668
Jefferies Financial Group
New York
$300K -$773K -23,673 -73%
NFSG
669
Newbridge Financial Services Group
Florida
$298K -$22.6K -692 -7%
AWA
670
Arete Wealth Advisors
Illinois
$297K -$56.1K -1,718 -16%
AWM
671
Accurate Wealth Management
Florida
$296K -$3.2K -98 -0.9%
Koshinski Asset Management
672
Koshinski Asset Management
Illinois
$295K -$46.3K -1,418 -14%
T. Rowe Price Associates
673
T. Rowe Price Associates
Maryland
$294K -$220K -6,755 -44%
SWA
674
Stratos Wealth Advisors
Ohio
$293K -$27K -826 -9%
PWM
675
Perigon Wealth Management
California
$293K +$5.22K +160 +2%