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Name Holding Trade Value Shares
Change
Change in
Stake
BFIM
651
Beese Fulmer Investment Management
Ohio
$220K +$212K +2,685 New
SAI
652
Savvy Advisors Inc
New York
$218K +$211K +2,664 New
CT
653
Chicago Trust
Illinois
$218K +$210K +2,656 New
AFP
654
Ausdal Financial Partners
Iowa
$216K +$209K +2,642 New
IP
655
Indivisible Partners
Florida
$216K +$208K +2,633 New
OL
656
Optas LLC
Texas
$215K +$207K +2,619 New
EWA
657
EverSource Wealth Advisors
Alabama
$214K +$50.9K +644 +33%
WG
658
Welch Group
Alabama
$213K +$206K +2,601 New
TFCP
659
Twin Focus Capital Partners
Massachusetts
$213K +$205K +2,600 New
CAM
660
Cidel Asset Management
Ontario, Canada
$213K +$205K +2,596 New
IA
661
IFP Advisors
Florida
$212K -$13.2K -167 -6%
AU
662
AlphaGrep UK
$211K -$145K -1,841 -42%
HPWM
663
High Point Wealth Management
New Jersey
$211K +$203K +2,572 New
CWMK
664
Caliber Wealth Management (Kansas)
Kansas
$210K +$203K +2,567 New
GWM
665
Geneos Wealth Management
Colorado
$210K +$158 +2 +0.1%
PAG
666
Poinciana Advisors Group
Florida
$209K +$202K +2,555 New
PI
667
Pettee Investors
Connecticut
$209K +$199K +2,523 New
VA
668
VestGen Advisors
Illinois
$208K +$198K +2,501 New
MFG
669
Midwest Financial Group
Kansas
$208K +$200K +2,536 New
WG
670
Winton Group
United Kingdom
$208K +$200K +2,534 New
SAM
671
Smartleaf Asset Management
Massachusetts
$208K -$8.61K -109 -4%
AW
672
Alteri Wealth
California
$207K +$200K +2,530 New
Mariner
673
Mariner
Kansas
$206K +$199K +2,519 New
VFA
674
Valeo Financial Advisors
Indiana
$206K -$127K -1,613 -39%
DB
675
Danske Bank
Denmark
$205K