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Name Holding Trade Value Shares
Change
Change in
Stake
PCA
926
Personal Capital Advisors
California
$230K +$252K +1,209 New
SPC
927
Sigma Planning Corp
Michigan
$230K +$253K +1,211 New
SFSIG
928
San Francisco Sentry Investment Group
California
$229K +$184K +880 +270%
CWA
929
Clarus Wealth Advisors
Arizona
$229K +$251K +1,204 New
HS
930
HighVista Strategies
Massachusetts
$228K -$250K -1,200 -50%
LNC
931
Lincoln National Corp
Pennsylvania
$228K +$251K +1,201 New
BAM
932
Belpointe Asset Management
Nevada
$227K +$127K +608 +104%
SC
933
Sepio Capital
Utah
$227K +$249K +1,195 New
RGC
934
Roberts, Glore & Co
Illinois
$226K +$248K +1,189 New
GI
935
Gradient Investments
Minnesota
$225K +$3.13K +15 +1%
CCM
936
Compton Capital Management
Rhode Island
$223K +$245K +1,173 New
AC
937
Avestar Capital
New York
$220K +$240K +1,152 +3,972%
KWM
938
Kingsview Wealth Management
Oregon
$220K +$241K +1,156 New
DAS
939
Dynamic Advisor Solutions
Arizona
$219K +$233K +1,117 New
CGL
940
Clarius Group LLC
Washington
$219K +$241K +1,153 New
Cetera Investment Advisers
941
Cetera Investment Advisers
Illinois
$219K +$242K +1,160 New
FANJ
942
Financial Architects (New Jersey)
New Jersey
$218K +$112K +539 +89%
MAFM
943
Mid Atlantic Financial Management
Pennsylvania
$216K +$238K +1,139 New
CCFCSB
944
Cape Cod Five Cents Savings Bank
Massachusetts
$215K +$236K +1,133 New
FIM
945
Fernwood Investment Management
Massachusetts
$214K +$235K +1,125 New
CCM
946
Coldstream Capital Management
Washington
$213K +$233K +1,119 New
BP
947
BBR Partners
New York
$212K +$232K +1,114 New
CC
948
Cadinha & Co
Hawaii
$211K
GWI
949
Grace & White Inc
New York
$211K +$232K +1,112 New
Carson Wealth (CWM LLC)
950
Carson Wealth (CWM LLC)
Nebraska
$210K +$226K +1,083 +5,157%