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Name Holding Trade Value Shares
Change
Change in
Stake
CA
451
Carson Advisory
Georgia
$229K +$230K +2,846 New
OAM
452
Occidental Asset Management
California
$228K -$33.7K -418 -13%
AWM
453
Axxcess Wealth Management
California
$226K +$227K +2,813 New
PWPS
454
Pinnacle Wealth Planning Services
Ohio
$226K -$72.4K -897 -24%
BL
455
BFSG LLC
California
$225K +$11K +136 +5%
DAS
456
Diversify Advisory Services
Utah
$225K +$214K +2,646 New
DWM
457
Diversify Wealth Management
Utah
$225K +$214K +2,646 New
WSFS
458
Wilmington Savings Fund Society
Delaware
$222K
IP
459
Indivisible Partners
Florida
$222K +$223K +2,758 New
SPWM
460
Schrum Private Wealth Management
Florida
$220K +$141K +1,746 New
SFS
461
Sowell Financial Services
Arkansas
$220K +$221K +2,734 New
State Street
462
State Street
Massachusetts
$219K -$417K -5,163 -65%
AWA
463
Arkadios Wealth Advisors
Georgia
$218K +$218K +2,706 New
MFWP
464
Mosaic Family Wealth Partners
Missouri
$217K -$42.5K -526 -16%
MSA
465
Marino Stram & Associates
Massachusetts
$216K -$1.21K -15 -0.6%
WTA
466
Washington Trust Advisors
Massachusetts
$215K -$457K -5,666 -68%
CAC
467
Core Alternative Capital
Georgia
$213K -$30.3K -375 -12%
TFA
468
Tranquilli Financial Advisor
New Jersey
$212K +$213K +2,643 New
Massachusetts Financial Services
469
Massachusetts Financial Services
Massachusetts
$212K -$23.8M -295,210 -99%
SC
470
Sapient Capital
Indiana
$212K +$213K +2,640 New
ORG
471
Optimist Retirement Group
Washington
$207K +$208K +2,578 New
ZIG
472
Zuckerman Investment Group
Illinois
$205K +$206K +2,555 New
VVP
473
Venture Visionary Partners
Ohio
$204K -$12.7K -157 -6%
Fifth Third Bancorp
474
Fifth Third Bancorp
Ohio
$203K -$55.5K -687 -21%
MHC
475
May Hill Capital
Massachusetts
$202K +$203K +2,513 New