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Name Holding Trade Value Shares
Change
Change in
Stake
IC
951
IEQ Capital
California
$210K +$213K +1,169 New
AMG
952
Advisors Management Group
Wisconsin
$209K -$3.83K -21 -2%
MA
953
MONECO Advisors
Connecticut
$209K +$212K +1,161 New
WPP
954
Whalerock Point Partners
Rhode Island
$209K +$212K +1,160 New
CHA
955
Carmichael Hill & Associates
Maryland
$208K – – –
PFBT
956
Parkside Financial Bank & Trust
Missouri
$208K +$6.75K +37 +3%
AWA
957
AmeriServ Wealth Advisors
Pennsylvania
$207K -$31.9K -175 -13%
XF
958
XML Financial
Maryland
$207K – – –
CGL
959
Clarius Group LLC
Washington
$206K -$23K -126 -10%
TIA
960
Tiemann Investment Advisors
California
$206K -$4.38K -24 -2%
SFG
961
StrategIQ Financial Group
Indiana
$206K +$209K +1,147 New
DAS
962
Dynamic Advisor Solutions
Arizona
$205K -$98.7K -541 -32%
RZH
963
Relyea Zuckerberg Hanson
Connecticut
$205K +$7.3K +40 +4%
IF
964
Insight Folios
North Carolina
$202K +$205K +1,122 New
WA
965
Wambolt & Associates
Colorado
$202K +$206K +1,131 New
CANY
966
Caxton Associates (New York)
New York
$201K -$592K -3,243 -74%
EB
967
Eastern Bank
Massachusetts
$201K -$9.13K -50 -4%
BCM
968
BTR Capital Management
California
$200K +$203K +1,110 New
WBC
969
West Branch Capital
Massachusetts
$199K -$4.75K -26 -2%
NIMI
970
Natixis Investment Managers International
France
$198K -$5.29K -29 -3%
LPIC
971
LeJeune Puetz Investment Counsel
Michigan
$193K – – –
CA
972
Clearstead Advisors
Ohio
$189K -$1.82K -10 -0.9%
CWA
973
Clearview Wealth Advisors
Oregon
$188K -$4.2K -23 -2%
AWA
974
Arkadios Wealth Advisors
Georgia
$187K -$8.21K -45 -4%
WQ
975
Wealth Quarterback
New Jersey
$183K +$185K +1,013 New