Name Holding Trade Value Shares
Change
Change in
Stake
SIC
1026
SJS Investment Consulting
Ohio
$236K +$251 +1 +0.1%
EP
1027
Edgestream Partners
New Jersey
$235K -$4.74M -18,889 -96%
GBT
1028
Grove Bank & Trust
Florida
$234K +$185K +737 +695%
SIC
1029
SFE Investment Counsel
California
$234K +$212K +842 New
PWM
1030
Pines Wealth Management
North Carolina
$234K +$214K +850 New
SB
1031
Strategic Blueprint
Georgia
$231K -$101K -404 -33%
CSP
1032
Cary Street Partners
Virginia
$231K -$51.2K -204 -20%
LRIA
1033
Leonard Rickey Investment Advisors
Washington
$229K -$63.3K -252 -24%
IFWM
1034
Institute for Wealth Management
Colorado
$229K +$207K +824 New
HA
1035
Huntleigh Advisors
Missouri
$229K +$207K +824 New
CAM
1036
Cidel Asset Management
Ontario, Canada
$229K +$206K +822 New
CF
1037
Convergence Financial
Missouri
$228K +$206K +821 New
BBA
1038
BLB&B Advisors
Pennsylvania
$227K +$205K +815 New
TFA
1039
Tranquilli Financial Advisor
New Jersey
$226K +$204K +813 New
DWP
1040
Daymark Wealth Partners
Ohio
$226K +$204K +813 New
IB
1041
Intrust Bank
Kansas
$225K +$203K +810 New
NA
1042
Note Advisors
New York
$223K +$202K +803 New
AFT
1043
Alpha Family Trust
California
$222K +$201K +800 New
FHC
1044
First Heartland Consultants
Missouri
$222K +$200K +797 New
B
1045
Bailard
California
$219K +$198K +788 New
WFA
1046
Wellspring Financial Advisors
Ohio
$218K +$197K +785 New
AF
1047
Advisornet Financial
Minnesota
$218K – – –
Capstone Investment Advisors
1048
Capstone Investment Advisors
New York
$217K -$181K -719 -48%
Walleye Capital
1049
Walleye Capital
New York
$217K -$118K -470 -38%
SWP
1050
Stratos Wealth Partners
Ohio
$217K -$32.4K -129 -14%