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Name Holding Trade Value Shares
Change
Change in
Stake
CPBTD
326
Central Pacific Bank - Trust Division
Hawaii
$442K +$419K +690 New
IWM
327
IHT Wealth Management
Illinois
$427K +$1.22K +2 +0.3%
BP
328
Ballentine Partners
Massachusetts
$424K +$13.4K +22 +3%
SPS
329
Susquehanna Portfolio Strategies
Pennsylvania
$417K -$330K -543 -46%
SCM
330
Shelton Capital Management
Colorado
$417K
SAG
331
Spotlight Asset Group
Illinois
$386K +$159K +262 +77%
AP
332
Advisors Preferred
Maryland
$386K -$83.2K -137 -19%
ML
333
McAdam LLC
Pennsylvania
$385K +$2.43K +4 +0.7%
GCM
334
Graham Capital Management
Connecticut
$383K +$152K +250 +72%
BAM
335
Belpointe Asset Management
Nevada
$382K +$361K +595 New
FCA
336
Fortis Capital Advisors
Kansas
$382K +$361K +595 New
PFS
337
Prospera Financial Services
Texas
$381K -$25.5K -42 -7%
PAG
338
Private Advisor Group
New Jersey
$380K +$20K +33 +6%
QEI
339
QSV Equity Investors
Illinois
$375K
PCS
340
Personal CFO Solutions
New Jersey
$374K +$1.82K +3 +0.5%
OAM
341
Oppenheimer Asset Management
New York
$371K -$244K -402 -41%
HWMA
342
Heritage Wealth Management (Arizona)
Arizona
$370K -$14K -23 -4%
ISWM
343
Independent Solutions Wealth Management
New York
$370K
EWM
344
Empirical Wealth Management
Washington
$369K
ILI
345
Invesco LLC (Illinois)
Illinois
$368K -$65K -107 -16%
Bank of Nova Scotia
346
Bank of Nova Scotia
Ontario, Canada
$367K -$69.9K -115 -17%
NRD
347
Nebula Research & Development
New York
$367K +$347K +572 New
WA
348
Wealth Alliance
New York
$367K -$3.65K -6 -1%
EHWM
349
Eads & Heald Wealth Management
Georgia
$363K
AWS
350
Atria Wealth Solutions
New York
$357K