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Name Holding Trade Value Shares
Change
Change in
Stake
PWG
1076
Portside Wealth Group
Utah
$211K +$206K +1,208 New
BB
1077
Busey Bank
Illinois
$211K -$1.37K -8 -0.7%
BCMIO
1078
Beacon Capital Management Inc (Ohio)
Ohio
$210K – – –
MWM
1079
Mattern Wealth Management
Kansas
$210K – – –
AC
1080
Allstate Corporation
Illinois
$209K – – –
RIA
1081
Realta Investment Advisors
Delaware
$208K – – –
BIA
1082
Beacon Investment Advisors
Maryland
$207K +$201K +1,180 New
CCA
1083
Childress Capital Advisors
Texas
$206K +$201K +1,176 New
EWM
1084
Empirical Wealth Management
Washington
$204K +$199K +1,168 New
KMWM
1085
Keudell/Morrison Wealth Management
Oregon
$204K +$199K +1,164 New
CFD
1086
Creative Financial Designs
Indiana
$204K +$104K +608 +109%
EL
1087
EWA LLC
Pennsylvania
$202K +$183K +1,072 New
WBC
1088
Westpac Banking Corp
Australia
$202K +$75.1K +440 +62%
BCM
1089
Brookmont Capital Management
Texas
$201K +$195K +1,144 New
TIA
1090
Tiemann Investment Advisors
California
$198K -$17.1K -100 -8%
CMBA
1091
C.M. Bidwell & Associates
Hawaii
$193K – – –
SC
1092
SouthState Corp
Florida
$192K +$99.7K +584 +114%
AA
1093
AlphaCentric Advisors
Puerto Rico
$190K +$185K +1,084 New
GI
1094
Gradient Investments
Minnesota
$189K – – –
BFA
1095
Brown Financial Advisors
Ohio
$189K +$184K +1,080 New
GIA
1096
GHP Investment Advisors
Colorado
$186K +$6.83K +40 +4%
T
1097
TOBAM
France
$181K +$176K +1,032 New
LS
1098
Livforsakringsbolaget Skandia
Sweden
$180K – – –
SWM
1099
Sugarloaf Wealth Management
Georgia
$175K – – –
FHA
1100
First Horizon Advisors
Tennessee
$165K +$87.4K +512 +120%