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Name Holding Trade Value Shares
Change
Change in
Stake
KCM
701
Kathmere Capital Management
Pennsylvania
$566K -$2.18K -3 -0.4%
PL
702
Parkwood LLC
Ohio
$566K -$75K -103 -12%
GSB
703
Greenfield Savings Bank
Massachusetts
$566K
PPW
704
Parcion Private Wealth
Washington
$566K +$203K +279 +57%
WCM
705
WealthBridge Capital Management
Ohio
$564K +$24.7K +34 +5%
DWP
706
Daymark Wealth Partners
Ohio
$563K +$555K +762 New
M
707
MOTCO
Texas
$561K -$192K -264 -26%
HI
708
Harbour Investments
Wisconsin
$560K +$287K +395 +109%
PFG
709
Putney Financial Group
California
$556K +$548K +753 New
BPA
710
Beacon Pointe Advisors
California
$555K +$162K +223 +42%
PA
711
Pinnacle Associates
New York
$554K +$164K +226 +43%
TDC
712
Thompson Davis & Co
Virginia
$554K
DIM
713
Delta Investment Management
California
$553K +$728 +1 +0.1%
CWM
714
Cornerstone Wealth Management
Missouri
$552K +$5.82K +8 +1%
BAM
715
Belpointe Asset Management
Nevada
$549K -$72.8K -100 -12%
GA
716
Greenspring Advisors
Maryland
$548K +$4.37K +6 +0.8%
EH
717
Equitable Holdings
New York
$546K -$219K -301 -26%
BLAM
718
Bourne Lent Asset Management
New York
$543K
TG
719
TCW Group
California
$543K +$26.2K +36 +5%
EIM
720
Essex Investment Management
Massachusetts
$542K -$11.6K -16 -2%
CA
721
CoreCap Advisors
Michigan
$542K -$8.01K -11 -1%
PWM
722
Paulson Wealth Management
Illinois
$536K
KWM
723
Kingsview Wealth Management
Oregon
$532K +$196K +269 +60%
CCA
724
Childress Capital Advisors
Texas
$531K
AAM
725
Azzad Asset Management
Virginia
$530K -$1.46K -2 -0.3%