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Name Holding Trade Value Shares
Change
Change in
Stake
SWASL
901
Spartan Wealth Advisory Services LLC
Michigan
$225K +$171K +5,400 New
SP
902
SIH Partners
Delaware
$223K +$170K +5,359 New
GS
903
GTS Securities
Florida
$222K +$169K +5,329 New
DCM
904
Dudley Capital Management
Virginia
$221K +$169K +5,316 New
HPC
905
HM Payson & Co
Maine
$221K -$38.6K -1,216 -19%
ZIC
906
ZWJ Investment Counsel
Georgia
$220K +$168K +5,283 New
ACM
907
Ashford Capital Management
Delaware
$220K +$168K +5,282 New
SL
908
Sentry LLC
Tennessee
$219K +$167K +5,251 New
MFS
909
Miller Financial Services
Michigan
$218K -$260K -8,197 -61%
CAU
910
Caxton Associates (UK)
$218K -$325K -10,255 -66%
BCI
911
Brinker Capital Investments
Pennsylvania
$218K -$229K -7,215 -58%
CF
912
Centaurus Financial
California
$217K +$95 +3 +0.1%
TCM
913
Triumph Capital Management
Colorado
$215K -$3.77K -119 -2%
MFS
914
Mirabella Financial Services
United Kingdom
$215K -$711K -22,412 -81%
SF
915
Symphony Financial
Texas
$213K +$161K +5,087 New
CWP
916
Cyndeo Wealth Partners
Florida
$213K +$162K +5,113 New
FCH
917
Freestone Capital Holdings
Washington
$210K +$160K +5,054 New
SAI
918
Systematic Alpha Investments
New Jersey
$209K +$159K +5,020 New
HA
919
Harbor Advisors
Florida
$208K +$159K +5,000 New
Fidelity International
920
Fidelity International
Bermuda
$208K +$158K +4,985 New
RDWM
921
Red Door Wealth Management
Tennessee
$207K +$158K +4,975 New
PP
922
PDS Planning
Ohio
$207K +$157K +4,966 New
HPBT
923
Hickory Point Bank & Trust
Illinois
$207K +$157K +4,958 New
WP
924
WealthShield Partners
North Carolina
$205K +$156K +4,912 New
CA
925
Cullinan Associates
Kentucky
$204K +$156K +4,908 New