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Name Holding Trade Value Shares
Change
Change in
Stake
WAOTB
801
Wealth Advisors of Tampa Bay
Florida
$912K +$161K +545 +21%
HIM
802
Hillsdale Investment Management
Ontario, Canada
$911K +$296K +1,000 +46%
BLC
803
Brown, Lisle/Cummings
Rhode Island
$910K +$226K +764 +32%
AWA
804
Arete Wealth Advisors
Illinois
$909K +$94.4K +319 +11%
Bank Julius Baer & Co
805
Bank Julius Baer & Co
Switzerland
$908K
GM
806
GeoWealth Management
Illinois
$905K +$28.7K +97 +3%
BBP
807
Banco BTG Pactual
Brazil
$905K +$928K +3,138 New
ATPW
808
Ashton Thomas Private Wealth
Arizona
$888K -$6.21K -21 -0.7%
BAM
809
Blueshift Asset Management
New Jersey
$888K +$911K +3,079 New
KPWS
810
Kestra Private Wealth Services
Texas
$886K -$196K -663 -18%
NSB
811
Norway Savings Bank
Maine
$886K -$29.6K -100 -3%
MPWT
812
MassMutual Private Wealth & Trust
Connecticut
$881K -$2.46M -8,309 -73%
MWM
813
Meridian Wealth Management
Kentucky
$878K -$127K -428 -12%
PCM
814
Permanent Capital Management
Illinois
$877K +$900K +3,041 New
SIA
815
Soltis Investment Advisors
Utah
$876K +$326K +1,102 +57%
VAS
816
Vestmark Advisory Solutions
Massachusetts
$867K +$226K +764 +34%
AIM
817
Anchor Investment Management
South Carolina
$865K -$597K -2,019 -40%
FCP
818
Fidelis Capital Partners
Florida
$861K -$10.9K -37 -1%
BRWA
819
B. Riley Wealth Advisors
Florida
$860K -$39.4K -133 -4%
PCIA
820
Prime Capital Investment Advisors
Kansas
$856K -$59.2K -200 -6%
Financial Engines Advisors
821
Financial Engines Advisors
California
$854K +$616K +2,081 +236%
GRP
822
Global Retirement Partners
California
$849K +$135K +456 +18%
PFS
823
Prospera Financial Services
Texas
$848K -$1.1M -3,701 -56%
SAW
824
Signal Advisors Wealth
Michigan
$844K -$759K -2,566 -47%
KCM
825
Kanawha Capital Management
Virginia
$842K