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Name Holding Trade Value Shares
Change
Change in
Stake
AFW
951
Avantra Family Wealth
Pennsylvania
$217K +$216K +3,788 New
BCMLT
952
Beacon Capital Management LLC (Tennessee)
Tennessee
$215K
Capstone Investment Advisors
953
Capstone Investment Advisors
New York
$214K -$1.41M -24,720 -87%
PWA
954
Physician Wealth Advisors
Utah
$213K -$43.6K -766 -17%
IC
955
Iconiq Capital
California
$213K +$212K +3,718 New
FT
956
Fiduciary Trust
Massachusetts
$211K +$209K +3,671 New
BSAM
957
Blue Square Asset Management
New York
$210K +$209K +3,664 New
HPIA
958
Hamilton Point Investment Advisors
North Carolina
$210K +$208K +3,652 New
GWSG
959
GPS Wealth Strategies Group
Colorado
$209K
CP
960
Canopy Partners
Ohio
$209K +$207K +3,636 New
FCG
961
Fielder Capital Group
Tennessee
$207K +$205K +3,604 New
AA
962
AlphaCentric Advisors
Puerto Rico
$206K -$6.04K -106 -3%
PL
963
Plancorp LLC
Missouri
$205K +$204K +3,574 New
PTC
964
Private Trust Company
Ohio
$204K -$4.44K -78 -2%
SFG
965
Sunburst Financial Group
Alabama
$204K +$203K +3,556 New
ANTB
966
AMG National Trust Bank
Colorado
$202K +$200K +3,517 New
CA
967
Clearstead Advisors
Ohio
$194K +$1.54K +27 +0.8%
FA
968
Fedenia Advisers
Wisconsin
$188K +$187K +3,281 New
SIM
969
Sentry Investment Management
Wisconsin
$187K -$30.2K -530 -14%
CAWM
970
Capital A Wealth Management
Pennsylvania
$187K +$185K +3,250 New
CCA
971
Catalyst Capital Advisors
New York
$185K +$82.6K +1,451 +82%
CTC
972
Central Trust Company
Missouri
$183K +$5.98K +105 +3%
SC
973
Stance Capital
Massachusetts
$172K +$171K +2,998 New
1IA
974
1620 Investment Advisors
Massachusetts
$172K +$6.04K +106 +4%
LOIM
975
Liberty One Investment Management
Illinois
$170K +$5.24K +92 +3%