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Name Holding Trade Value Shares
Change
Change in
Stake
WC
801
Waterloo Capital
Texas
$246K +$230K +1,725 New
HBWM
802
Hollow Brook Wealth Management
New York
$244K – – –
RZH
803
Relyea Zuckerberg Hanson
Connecticut
$244K +$228K +1,708 New
PA
804
Profund Advisors
Maryland
$243K +$227K +1,703 New
HCM
805
Howland Capital Management
Massachusetts
$242K – – –
CCB
806
Country Club Bank
Missouri
$242K – – –
MA
807
MONECO Advisors
Connecticut
$236K +$221K +1,655 New
XF
808
XML Financial
Maryland
$236K +$3.73K +28 +2%
IAS
809
Insigneo Advisory Services
Florida
$236K +$220K +1,653 New
IIA
810
Integral Investment Advisors
California
$235K -$800 -6 -0.4%
SW
811
SVB Wealth
Massachusetts
$234K -$47.7K -358 -18%
N
812
Natixis
France
$233K -$526K -3,947 -71%
FWP
813
FAS Wealth Partners
Kansas
$228K – – –
WPP
814
Whalerock Point Partners
Rhode Island
$227K – – –
DWM
815
Dakota Wealth Management
Florida
$226K -$141K -1,058 -40%
PA
816
Procyon Advisors
Connecticut
$226K +$1.33K +10 +0.6%
AMG
817
Advisors Management Group
Wisconsin
$225K +$800 +6 +0.4%
SPC
818
Stewart & Patten Company
California
$224K – – –
IPWA
819
International Private Wealth Advisors
California
$223K +$208K +1,562 New
MOS
820
MGO One Seven
Ohio
$222K -$11.5K -86 -5%
BFS
821
Bradley Foster & Sargent
Connecticut
$222K -$553K -4,149 -73%
MMG
822
Monetary Management Group
Missouri
$221K – – –
QCM
823
Quantinno Capital Management
New York
$221K -$1.07M -8,047 -84%
AA
824
Addison Advisors
Vermont
$221K – – –
RWMG
825
Redwood Wealth Management Group
New Jersey
$221K – – –