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Name Holding Trade Value Shares
Change
Change in
Stake
WP
1226
WealthShield Partners
North Carolina
$335K +$333K +968 New
BBA
1227
Baader Bank Aktiengesellschaft
Germany
$334K +$8.95K +26 +3%
ACM
1228
Aubrey Capital Management
United Kingdom
$334K +$332K +964 New
SIAP
1229
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$333K +$3.1K +9 +0.9%
NPP
1230
New Potomac Partners
Maryland
$333K
IFG
1231
Independent Financial Group
California
$332K +$41K +119 +14%
CRC
1232
Curi RMB Capital
Illinois
$330K +$328K +953 New
BCB
1233
Brian C. Broderick
$329K
EWA
1234
EverSource Wealth Advisors
Alabama
$329K -$11.4K -33 -3%
ONSWM
1235
Old North State Wealth Management
North Carolina
$328K +$1.72K +5 +0.5%
ZB
1236
Zions Bancorporation
Utah
$327K +$27.9K +81 +9%
EWM
1237
Elmwood Wealth Management
California
$326K
KBG
1238
Kahn Brothers Group
New York
$326K +$160K +465 +98%
SFPG
1239
Stonebridge Financial Planning Group
Florida
$325K -$8.61K -25 -3%
TA
1240
TFB Advisors
Kansas
$325K +$3.1K +9 +1%
ACM
1241
Aljian Capital Management
Nevada
$324K +$322K +936 New
AP
1242
Americana Partners
Texas
$324K -$25.1K -73 -7%
SCM
1243
Sebold Capital Management
Illinois
$323K -$38.6K -112 -11%
MWM
1244
Modern Wealth Management
Kansas
$321K +$3.79K +11 +1%
SIM
1245
Sentry Investment Management
Wisconsin
$321K -$167K -485 -34%
TWC
1246
TD Waterhouse Canada
Ontario, Canada
$320K +$3.1K +9 +1%
CSB
1247
City State Bank
Iowa
$320K
JAG
1248
Journey Advisory Group
Kentucky
$319K
WFAG
1249
Wescott Financial Advisory Group
Pennsylvania
$318K +$1.72K +5 +0.5%
CH
1250
Cromwell Holdings
Wyoming
$318K +$10.7K +31 +3%