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Name Holding Trade Value Shares
Change
Change in
Stake
AIM
701
Anchor Investment Management
South Carolina
$270K -$6.76K -160 -3%
CA
702
Centerpoint Advisors
Massachusetts
$269K +$5.2K +123 +2%
CA
703
Clearstead Advisors
Ohio
$269K +$14.6K +345 +7%
OPS
704
Orion Portfolio Solutions
Nebraska
$269K +$101K +2,390 +88%
Carson Wealth (CWM LLC)
705
Carson Wealth (CWM LLC)
Nebraska
$268K
LIM
706
Leavell Investment Management
Alabama
$268K +$216K +5,101 New
SC
707
Sepio Capital
Utah
$268K +$216K +5,102 New
CA
708
Cetera Advisors
Colorado
$268K +$216K +5,111 New
PA
709
Probity Advisors
Texas
$268K +$216K +5,118 New
GWM
710
Geneos Wealth Management
Colorado
$267K -$13.8K -327 -6%
SFA
711
Sequoia Financial Advisors
Ohio
$267K +$215K +5,093 New
BC
712
Brinker Capital
Pennsylvania
$267K +$215K +5,097 New
OAM
713
Optimal Asset Management
California
$264K +$213K +5,033 New
BIA
714
Bigelow Investment Advisors
Maine
$262K +$211K +5,000 New
CCFCSB
715
Cape Cod Five Cents Savings Bank
Massachusetts
$262K +$211K +5,000 New
SIG
716
Sky Investment Group
Connecticut
$258K +$208K +4,924 New
DS
717
DRW Securities
Illinois
$257K +$207K +4,898 New
QP
718
Quilter Plc
United Kingdom
$257K +$207K +4,901 New
PCA
719
Peddock Capital Advisors
Massachusetts
$255K +$205K +4,857 New
WANY
720
Wealthspire Advisors (New York)
New York
$254K -$242K -5,724 -54%
GW
721
GW & Wade
Massachusetts
$254K +$205K +4,844 New
WFA
722
Wade Financial Advisory
California
$253K +$204K +4,829 New
AP
723
Advisors Preferred
Maryland
$252K +$201K +4,759 New
PFS
724
Prospera Financial Services
Texas
$246K -$84.5K -2,000 -30%
IA
725
IFP Advisors
Florida
$246K +$17.9K +423 +10%