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Name Holding Trade Value Shares
Change
Change in
Stake
AA
1201
Apriem Advisors
California
$246K
KWM
1202
KFG Wealth Management
Indiana
$245K +$235K +961 New
DJSG
1203
D.J. St. Germain
Massachusetts
$244K
SIA
1204
Soltis Investment Advisors
Utah
$242K +$232K +950 New
FTIS
1205
First Trust Investment Solutions
Florida
$242K +$232K +949 New
BWP
1206
BSW Wealth Partners
Colorado
$242K -$36.2K -148 -14%
VAM
1207
Verity Asset Management
North Carolina
$242K -$171K -698 -42%
FA
1208
Faithward Advisors
Pennsylvania
$242K
WPP
1209
Whalerock Point Partners
Rhode Island
$241K +$231K +944 New
NRS
1210
Neville Rodie & Shaw
New York
$241K
WFA
1211
Wellspring Financial Advisors
Ohio
$241K -$1.47K -6 -0.6%
NFG
1212
Nadler Financial Group
Illinois
$240K
QWP
1213
Quotient Wealth Partners
Texas
$240K +$12.2K +50 +6%
GSC
1214
Ground Swell Capital
South Carolina
$240K +$230K +939 New
LWM
1215
LJI Wealth Management
Indiana
$239K -$4.16K -17 -2%
FPAS
1216
Focus Partners Advisor Solutions
Missouri
$239K +$229K +936 New
CD
1217
Chapin Davis
Maryland
$237K -$12.2K -50 -5%
ACM
1218
Advisors Capital Management
New Jersey
$235K +$225K +919 New
FL
1219
Fort LP
Maryland
$235K +$225K +920 New
BMMM
1220
Boston Mountain Money Management
Arkansas
$234K +$2.69K +11 +1%
BOM
1221
Bank of Marin
California
$232K
AIA
1222
Allied Investment Advisors
Montana
$231K
DWM
1223
Drive Wealth Management
Utah
$230K +$5.14K +21 +2%
PP
1224
PDT Partners
New York
$230K +$221K +902 New
RCM
1225
Radnor Capital Management
Pennsylvania
$230K +$220K +900 New