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Name Holding Trade Value Shares
Change
Change in
Stake
BFA
976
Beaumont Financial Advisors
Massachusetts
$212K -$2.07K -11 -0.8%
TA
977
Tiedemann Advisors
New York
$209K -$7.52K -40 -3%
CG
978
Caprock Group
Idaho
$209K +$19.7K +105 +9%
MPW
979
Monterey Private Wealth
California
$208K -$3.38K -18 -1%
AA
980
ALPS Advisors
Colorado
$207K -$88.1K -469 -26%
EWA
981
Exencial Wealth Advisors
Oklahoma
$207K +$7.89K +42 +3%
MFG
982
Merit Financial Group
Georgia
$205K -$15K -80 -6%
CCA
983
Conestoga Capital Advisors
Pennsylvania
$205K -$6.58K -35 -3%
DT
984
Diversified Trust
Tennessee
$205K -$4.32K -23 -2%
GWM
985
Geneos Wealth Management
Colorado
$204K -$1.31K -7 -0.5%
SW
986
StrongBox Wealth
Missouri
$204K +$246K +1,308 New
QT
987
Quantamental Technologies
New York
$203K -$310K -1,649 -56%
PMFA
988
Plante Moran Financial Advisors
Michigan
$203K +$189K +1,005 +340%
DJSG
989
D.J. St. Germain
Massachusetts
$201K +$2.07K +11 +0.9%
CM
990
Capital Management
Virginia
$200K -$9.4K -50 -4%
CLOS
991
Compagnie Lombard Odier SCmA
Switzerland
$200K +$53.4K +284 +28%
SQA
992
Simon Quick Advisors
New Jersey
$191K -$29.7K -158 -11%
MCM
993
Manchester Capital Management
Vermont
$191K +$65.8K +350 +40%
EW
994
Evoke Wealth
California
$188K -$11.7K -62 -5%
KPCM
995
Kings Point Capital Management
New York
$177K
TCM
996
Tradewinds Capital Management
Washington
$176K -$4.7K -25 -2%
NIM
997
NuWave Investment Management
New Jersey
$175K -$42.1K -224 -17%
PCM
998
Penserra Capital Management
California
$175K -$1.31K -7 -0.8%
ST
999
Smithfield Trust
Pennsylvania
$172K
NSIM
1000
North Star Investment Management
Illinois
$172K +$132K +700 +173%