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Name Holding Trade Value Shares
Change
Change in
Stake
AIC
1076
Ameritas Investment Company
Nebraska
$222K -$227K -1,574 -75%
DWP
1077
Destiny Wealth Partners
Florida
$222K +$216K +1,500 New
WA
1078
WBH Advisory
Maryland
$221K -$21.6K -150 -10%
CA
1079
Centerpoint Advisors
Massachusetts
$221K
PCP
1080
Proficio Capital Partners
Massachusetts
$221K +$215K +1,494 New
FBFS
1081
First Business Financial Services
Wisconsin
$219K +$213K +1,479 New
SSWM
1082
Sheets Smith Wealth Management
North Carolina
$217K
AIM
1083
Avity Investment Management
Connecticut
$216K +$1.58K +11 +0.8%
KPW
1084
Kore Private Wealth
New York
$214K +$208K +1,444 New
V
1085
VeraBank
Texas
$214K +$208K +1,446 New
WP
1086
WealthSource Partners
California
$213K -$17.9K -124 -8%
HIA
1087
Harbor Investment Advisory
Maryland
$212K -$13.4K -93 -6%
RPWA
1088
Regent Peak Wealth Advisors
Georgia
$212K +$193K +1,339 New
WP
1089
WealthPLAN Partners
Nebraska
$211K +$182K +1,265 New
AAM
1090
Aureus Asset Management
Massachusetts
$211K +$205K +1,425 New
BFM
1091
Boston Financial Management
Massachusetts
$210K +$204K +1,414 New
IF
1092
Intrua Financial
Texas
$209K +$180K +1,250 New
ECG
1093
Edge Capital Group
Georgia
$209K +$203K +1,409 New
RHBC
1094
R.H. Bluestein & Co
Michigan
$209K +$203K +1,410 New
HWM
1095
HFR Wealth Management
New York
$208K +$202K +1,402 New
APA
1096
Allegiant Private Advisors
Florida
$208K +$202K +1,405 New
DDC
1097
DF Dent & Co
Maryland
$208K +$202K +1,405 New
BFPW
1098
BOK Financial Private Wealth
Colorado
$208K +$203K +1,407 New
IAMOG
1099
Investors Asset Management of Georgia
Georgia
$207K +$202K +1,400 New
CRWM
1100
Castle Rock Wealth Management
California
$206K +$177K +1,229 New