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Name Holding Trade Value Shares
Change
Change in
Stake
SIG
676
Stonegate Investment Group
Alabama
$257K +$278K +9,078 New
DT
677
Diversified Trust
Tennessee
$256K
FSG
678
Financial Strategies Group
Michigan
$255K -$12.2K -397 -4%
9WM
679
9258 Wealth Management
Ohio
$255K -$11.7K -381 -4%
GM
680
GeoWealth Management
Illinois
$255K +$2.3K +75 +0.8%
1WA
681
180 Wealth Advisors
Washington
$255K +$6.13K +200 +2%
FWP
682
FAS Wealth Partners
Kansas
$254K -$11.1K -361 -4%
RRA
683
Round Rock Advisors
Connecticut
$254K +$274K +8,950 New
KMWM
684
Keudell/Morrison Wealth Management
Oregon
$252K -$3.19K -104 -1%
TC
685
TownSquare Capital
Utah
$252K +$273K +8,905 New
BIP
686
Blueprint Investment Partners
North Carolina
$251K -$76.7K -2,504 -22%
CI
687
CX Institutional
Indiana
$250K +$2.15K +70 +0.8%
MW
688
Marcum Wealth
Ohio
$249K +$51.4K +1,678 +24%
NCM
689
Noesis Capital Mangement
Florida
$247K
KAM
690
KEB Asset Management
Illinois
$246K +$92 +3 +0%
OIA
691
Optimum Investment Advisors
Illinois
$245K
CPO
692
Cerity Partners OCIO
New York
$245K +$265K +8,637 New
BAM
693
Berkshire Asset Management
Pennsylvania
$245K +$265K +8,638 New
CT
694
Coastline Trust
Rhode Island
$244K -$1.87K -61 -0.7%
BB
695
Bell Bank
North Dakota
$244K
FNBOSM
696
First National Bank of South Miami
Florida
$244K +$32K +1,044 +14%
TWM
697
Tradition Wealth Management
Minnesota
$243K +$2.02K +66 +0.8%
BWM
698
BigSur Wealth Management
Florida
$241K
ISL
699
Ingalls & Snyder LLC
New York
$241K +$261K +8,518 New
FNBOH
700
First National Bank of Hutchinson
Kansas
$240K +$259K +8,448 New