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Name Holding Trade Value Shares
Change
Change in
Stake
SSWM
901
Smith Salley Wealth Management
North Carolina
$249K -$650 -4 -0.3%
PL
902
Perpetual Ltd
Australia
$249K – – –
COI
903
Capital One Investing
Virginia
$247K -$44.5K -274 -16%
GWM
904
Geneos Wealth Management
Colorado
$244K – – –
Lido Advisors
905
Lido Advisors
California
$243K +$224K +1,377 New
BFA
906
Beaumont Financial Advisors
Massachusetts
$240K – – –
SQA
907
Simon Quick Advisors
New Jersey
$240K – – –
CWM
908
Circle Wealth Management
New Jersey
$239K +$220K +1,352 New
SWM
909
SeaCrest Wealth Management
New York
$236K -$3.41K -21 -2%
MIFH
910
Migdal Insurance & Financial Holdings
Israel
$236K -$1.62K -10 -0.7%
BOS
911
Bingham Osborn & Scarborough
California
$236K +$217K +1,336 New
PL
912
Parthenon LLC
Kentucky
$235K +$216K +1,332 New
FBT
913
First Bank & Trust
South Dakota
$234K -$25K -154 -10%
BJL
914
Brighton Jones LLC
Washington
$232K +$213K +1,313 New
CNC
915
Citizens & Northern Corp
Pennsylvania
$231K -$24.2K -149 -10%
MOS
916
MGO One Seven
Ohio
$227K +$96.6K +595 +86%
PWAP
917
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$227K +$209K +1,284 New
CM
918
Capital Management
Virginia
$227K +$209K +1,285 New
CWS
919
Cypress Wealth Services
California
$222K +$204K +1,255 New
FIM
920
Freedom Investment Management
Connecticut
$221K +$203K +1,251 New
WG
921
Winton Group
United Kingdom
$221K +$203K +1,252 New
B
922
Barings
North Carolina
$219K +$201K +1,237 New
MCM
923
Monarch Capital Management
Indiana
$216K +$198K +1,221 New
KMWM
924
Keudell/Morrison Wealth Management
Oregon
$215K +$198K +1,219 New
PPCM
925
Pillar Pacific Capital Management
California
$214K -$85.4K -526 -30%