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Name Holding Trade Value Shares
Change
Change in
Stake
BWP
601
Baldwin Wealth Partners
Massachusetts
$373K – – –
RGC
602
Roberts, Glore & Co
Illinois
$373K – – –
PAMG
603
Patton Albertson Miller Group
Tennessee
$371K -$353K -10,163 -50%
WB
604
WesBanco Bank
West Virginia
$365K -$41.6K -1,200 -11%
VCA
605
Verdence Capital Advisors
Maryland
$362K +$338K +9,743 New
HKAM
606
Horizon Kinetics Asset Management
New York
$360K +$336K +9,678 New
ACS
607
Archford Capital Strategies
Illinois
$358K +$25.3K +728 +8%
MMPW
608
Mitchell McLeod Pugh & Williams
Alabama
$352K -$97.1K -2,800 -23%
CK
609
Cohen Klingenstein
New York
$342K – – –
EPA
610
Element Pointe Advisors
Florida
$341K -$3.37K -97 -1%
MLIC
611
Mandatum Life Insurance Company
Finland
$334K – – –
MHS
612
M Holdings Securities
Oregon
$333K -$2.78K -80 -0.9%
CCIA
613
Campbell & Co Investment Adviser
Maryland
$331K +$309K +8,899 New
HBT
614
Hills Bank & Trust
Iowa
$320K – – –
AssetMark Inc
615
AssetMark Inc
California
$319K -$2.8M -80,664 -90%
RI
616
Ridgewood Investments
New Jersey
$318K – – –
RIM
617
Regent Investment Management
Kentucky
$312K +$13.9K +400 +5%
BW
618
Bison Wealth
Georgia
$311K +$291K +8,377 New
DSC
619
Duncker Streett & Co
Missouri
$310K – – –
IP
620
Isthmus Partners
Wisconsin
$309K -$5.23M -150,834 -99%
Vanguard Capital Wealth Advisors
621
Vanguard Capital Wealth Advisors
Colorado
$297K – – –
BDS
622
Banco de Sabadell
Florida
$295K -$139K -4,000 -33%
QCG
623
Quadrant Capital Group
Ohio
$293K +$81.5K +2,350 +40%
FL
624
Fort LP
Maryland
$289K +$268K +7,726 +12,461%
SFA
625
Sequoia Financial Advisors
Ohio
$289K +$270K +7,789 New