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Name Holding Trade Value Shares
Change
Change in
Stake
SWA
676
Stratos Wealth Advisors
Ohio
$236K -$3.7K -96 -1%
AWM
677
Accel Wealth Management
Iowa
$236K -$3.93K -102 -2%
BTWM
678
Baker Tilly Wealth Management
Wisconsin
$234K +$5.12K +133 +2%
VAS
679
Vestmark Advisory Solutions
Massachusetts
$234K +$148K +3,835 New
CI Investments Inc
680
CI Investments Inc
Ontario, Canada
$231K +$54.1K +1,404 +28%
EP
681
Eudaimonia Partners
Tennessee
$230K -$241K -6,262 -49%
FAIM
682
Financial Advocates Investment Management
Washington
$228K +$1.73K +45 +0.7%
BWG
683
Beta Wealth Group
California
$227K -$7.47K -194 -3%
GCM
684
Graham Capital Management
Connecticut
$226K -$218K -5,650 -47%
AFT
685
Alpha Family Trust
California
$225K +$242K +6,280 New
KA
686
Kovack Advisors
Florida
$225K +$29.3K +761 +14%
JIC
687
Johnson Investment Counsel
Ohio
$225K -$2.54K -66 -1%
Fisher Asset Management
688
Fisher Asset Management
Washington
$225K -$105K -2,722 -30%
CB
689
Cadence Bank
Mississippi
$223K -$4.24K -110 -2%
SWM
690
Segment Wealth Management
Texas
$222K
ESB
691
Essex Savings Bank
Connecticut
$222K +$238K +6,174 New
FMLI
692
Fukoku Mutual Life Insurance
Japan
$221K -$36.3K -942 -13%
FCAS
693
First Command Advisory Services
Texas
$220K
DC
694
Davenport & Co
Virginia
$220K +$193 +5 +0.1%
CWM
695
Congress Wealth Management
Massachusetts
$220K +$236K +6,126 New
PWA
696
Phoenix Wealth Advisors
North Carolina
$219K -$539 -14 -0.2%
WPC
697
Wedmont Private Capital
Pennsylvania
$219K -$47.2K -1,226 -17%
CPA
698
Court Place Advisors
Maryland
$219K -$11.6K -300 -5%
KFI
699
Key Financial Inc
Pennsylvania
$218K
FB
700
Fulton Bank
Pennsylvania
$217K -$11K -286 -5%