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Name Holding Trade Value Shares
Change
Change in
Stake
LWL
651
Leo Wealth LLC
Texas
$382K -$3.19K -23 -0.8%
SCA
652
Snowden Capital Advisors
New York
$380K +$14.3K +103 +4%
IWA
653
IVC Wealth Advisors
Pennsylvania
$380K +$13.9K +100 +4%
SHFA
654
SS&H Financial Advisors
Michigan
$379K
IMCOOI
655
Investment Management Corp of Ontario (IMCO)
Canada
$377K +$111K +800 +41%
BAM
656
Belpointe Asset Management
Nevada
$377K -$22.5K -162 -6%
CI
657
CX Institutional
Indiana
$374K +$1.25K +9 +0.3%
PWP
658
Principle Wealth Partners
Connecticut
$373K
MIS
659
Morningstar Investment Services
Illinois
$368K
HNB
660
Hilltop National Bank
Wyoming
$366K
EFS
661
Essex Financial Services
Connecticut
$366K +$352K +2,533 New
SA
662
SpiderRock Advisors
Delaware
$365K -$29.6K -213 -7%
OWM
663
Opes Wealth Management
California
$365K
WHCI
664
W.H. Cornerstone Investments
Massachusetts
$363K +$3.06K +22 +0.8%
GWCM
665
Godshalk Welsh Capital Management
Pennsylvania
$358K -$13.9K -100 -4%
OCM
666
One Capital Management
California
$358K +$365K +2,625 New
BHWM
667
Bar Harbor Wealth Management
New Hampshire
$358K +$15.3K +110 +4%
CAM
668
Carret Asset Management
New York
$358K
EWA
669
EverSource Wealth Advisors
Alabama
$356K +$215K +1,550 +135%
CG
670
Caprock Group
Idaho
$355K +$179K +1,286 +98%
SC
671
Schulhoff & Co
Ohio
$350K
WG
672
Wealth Group
North Carolina
$347K -$21.7K -156 -6%
HSA
673
HBK Sorce Advisory
Pennsylvania
$344K
MFG
674
Merit Financial Group
Georgia
$343K -$23.7K -171 -6%
PTC
675
Private Trust Company
Ohio
$342K -$20.1K -145 -5%