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Name Holding Trade Value Shares
Change
Change in
Stake
BB
1076
Busey Bank
Illinois
$226K +$48.1K +350 +27%
SC
1077
Sepio Capital
Utah
$226K +$227K +1,648 New
AFM
1078
Abbot Financial Management
Massachusetts
$226K +$227K +1,650 New
SVWA
1079
Sound View Wealth Advisors
Georgia
$226K +$227K +1,651 New
DWT
1080
Dorsey & Whitney Trust
South Dakota
$225K -$2.61K -19 -1%
Cetera Investment Advisers
1081
Cetera Investment Advisers
Illinois
$224K +$28.3K +206 +14%
FSA
1082
Franklin Street Advisors
North Carolina
$223K
HWA
1083
Heritage Wealth Advisors
Virginia
$220K
PEA
1084
Pacific Edge Advisors
California
$220K
VC
1085
Voit & Company
Wisconsin
$216K +$217K +1,575 New
JCM
1086
Jacobi Capital Management
Pennsylvania
$214K +$89.1K +648 +71%
SWM
1087
Segment Wealth Management
Texas
$213K +$34.9K +254 +19%
CAN
1088
Claraphi Advisory Network
United States
$211K -$68.6K -499 -24%
SIAS
1089
Shine Investment Advisory Services
Colorado
$211K -$23.4K -170 -10%
PFA
1090
Pathway Financial Advisors
Vermont
$210K
PWPS
1091
Pinnacle Wealth Planning Services
Ohio
$206K +$6.74K +49 +3%
EWA
1092
Evolution Wealth Advisors
Florida
$206K +$206K +1,501 New
NME
1093
Notis-McConarty Edward
$205K +$206K +1,500 New
BWM
1094
Baystate Wealth Management
Massachusetts
$204K +$123K +893 +201%
AFM
1095
Andesa Financial Management
Pennsylvania
$204K +$206K +1,498 New
1IA
1096
1834 Investment Advisors
Wisconsin
$199K +$199K +1,450 New
PCG
1097
Private Capital Group
Connecticut
$198K +$35.4K +257 +22%
Carson Wealth (CWM LLC)
1098
Carson Wealth (CWM LLC)
Nebraska
$193K +$32K +233 +20%
MS
1099
Mizuho Securities
Japan
$188K +$188K +1,370 New
WIM
1100
Westside Investment Management
California
$179K