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Name Holding Trade Value Shares
Change
Change in
Stake
WP
701
WealthShield Partners
North Carolina
$244K -$111K -1,308 -31%
PGA
702
Portland Global Advisors
Maine
$244K – – –
BPM
703
Bowling Portfolio Management
Ohio
$243K -$33.5K -396 -12%
TI
704
Tidal Investments
Wisconsin
$243K +$48.4K +572 +25%
CGL
705
Clarius Group LLC
Washington
$242K +$3.38K +40 +1%
EWA
706
Exencial Wealth Advisors
Oklahoma
$240K -$114K -1,344 -32%
CRC
707
Curi RMB Capital
Illinois
$237K -$222K -2,628 -49%
KWM
708
Kingsview Wealth Management
Oregon
$237K +$230K +2,716 New
TPM
709
Triasima Portfolio Management
Quebec, Canada
$236K – – –
IP
710
Innovative Portfolios
Indiana
$234K +$233K +2,748 New
GW
711
GW & Wade
Massachusetts
$233K -$121K -1,428 -34%
WA
712
WBH Advisory
Maryland
$231K +$5.08K +60 +2%
VAS
713
Vestmark Advisory Solutions
Massachusetts
$231K +$229K +2,708 New
EH
714
Equitable Holdings
New York
$230K +$6.43K +76 +3%
NA
715
NewEdge Advisors
Louisiana
$227K -$1.49M -17,600 -87%
NFG
716
Next Financial Group
Texas
$225K -$8.8K -104 -4%
OIA
717
OneDigital Investment Advisors
Kansas
$225K – – –
PWPS
718
Pinnacle Wealth Planning Services
Ohio
$224K +$44.3K +524 +25%
TMAM
719
Tokio Marine Asset Management
Japan
$223K +$20.3K +240 +10%
BFM
720
Boston Financial Management
Massachusetts
$222K – – –
SCM
721
Salem Capital Management
Massachusetts
$222K – – –
TF
722
TRH Financial
Iowa
$221K +$677 +8 +0.3%
NHC
723
Nicholas Hoffman & Company
Georgia
$220K +$9.14K +108 +4%
WSTAM
724
Wilbanks Smith & Thomas Asset Management
Virginia
$219K +$338 +4 +0.2%
SEM
725
Suncoast Equity Management
Florida
$218K +$217K +2,560 New