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Name Holding Trade Value Shares
Change
Change in
Stake
HA
701
Herold Advisors
New York
$570K +$562K +772 New
KCM
702
Kathmere Capital Management
Pennsylvania
$566K -$2.18K -3 -0.4%
PL
703
Parkwood LLC
Ohio
$566K -$75K -103 -12%
GSB
704
Greenfield Savings Bank
Massachusetts
$566K – – –
PPW
705
Parcion Private Wealth
Washington
$566K +$203K +279 +57%
WCM
706
WealthBridge Capital Management
Ohio
$564K +$24.7K +34 +5%
DWP
707
Daymark Wealth Partners
Ohio
$563K +$555K +762 New
M
708
MOTCO
Texas
$561K -$192K -264 -26%
HI
709
Harbour Investments
Wisconsin
$560K +$287K +395 +109%
PFG
710
Putney Financial Group
California
$556K +$548K +753 New
BPA
711
Beacon Pointe Advisors
California
$555K +$162K +223 +42%
PA
712
Pinnacle Associates
New York
$554K +$164K +226 +43%
TDC
713
Thompson Davis & Co
Virginia
$554K – – –
DIM
714
Delta Investment Management
California
$553K +$728 +1 +0.1%
CWM
715
Cornerstone Wealth Management
Missouri
$552K +$5.82K +8 +1%
BAM
716
Belpointe Asset Management
Nevada
$549K -$72.8K -100 -12%
GA
717
Greenspring Advisors
Maryland
$548K +$4.37K +6 +0.8%
EH
718
Equitable Holdings
New York
$546K -$219K -301 -26%
BLAM
719
Bourne Lent Asset Management
New York
$543K – – –
TG
720
TCW Group
California
$543K +$26.2K +36 +5%
EIM
721
Essex Investment Management
Massachusetts
$542K -$11.6K -16 -2%
CA
722
CoreCap Advisors
Michigan
$542K -$8.01K -11 -1%
PWM
723
Paulson Wealth Management
Illinois
$536K – – –
KWM
724
Kingsview Wealth Management
Oregon
$532K +$196K +269 +60%
CCA
725
Childress Capital Advisors
Texas
$531K – – –