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Name Holding Trade Value Shares
Change
Change in
Stake
BTWM
801
Baker Tilly Wealth Management
Wisconsin
$246K -$406 -7 -0.2%
PCA
802
Peddock Capital Advisors
Massachusetts
$246K
W
803
WealthStone
Ohio
$246K +$234K +4,031 New
BCA
804
Bay Colony Advisors
Massachusetts
$245K -$232K -4,000 -50%
LAI
805
Legal Advantage Investments
California
$245K
CCM
806
Community Capital Management
Florida
$245K +$232K +4,000 New
HIIFS
807
Harel Insurance Investments & Financial Services
Israel
$243K +$5.1K +88 +8%
CC
808
Chicago Capital
Illinois
$241K +$228K +3,940 New
CA
809
Crumly & Associates
Illinois
$236K +$223K +3,853 New
BRWA
810
B. Riley Wealth Advisors
Florida
$233K +$220K +3,793 New
MBTD
811
Mechanics Bank - Trust Department
California
$233K +$220K +3,800 New
BL
812
Balentine LLC
Georgia
$232K +$220K +3,790 New
GTCM
813
Gyon Technologies Capital Management
New Jersey
$230K +$218K +3,753 New
SAG
814
Spotlight Asset Group
Illinois
$229K -$137K -2,369 -39%
SB
815
Simmons Bank
Arkansas
$229K +$217K +3,740 New
EAM
816
Evanson Asset Management
California
$228K +$215K +3,716 New
AC
817
Athanor Capital
New York
$227K -$320K -5,522 -60%
CWP
818
Concord Wealth Partners
Virginia
$226K -$28.4K -490 -12%
SXL
819
Summit X LLC
Missouri
$225K +$213K +3,681 New
JWCA
820
J.W. Coons Advisors
Ohio
$225K +$214K +3,690 New
KCM
821
Karp Capital Management
California
$221K +$210K +3,615 New
MSFP
822
Mark Sheptoff Financial Planning
Connecticut
$220K
TC
823
Truvestments Capital
Florida
$218K +$48.8K +842 +31%
BOH
824
Bank of Hawaii
Hawaii
$218K +$206K +3,557 New
Vanguard Capital Wealth Advisors
825
Vanguard Capital Wealth Advisors
Colorado
$217K -$272K -4,685 -58%