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Name Holding Trade Value Shares
Change
Change in
Stake
VV
1076
Verity & Verity
South Carolina
$203K -$33.3K -821 -15%
NFW
1077
Noble Family Wealth
Florida
$203K +$196K +4,826 New
EI
1078
eCIO Inc
Wisconsin
$203K -$1.22K -30 -0.6%
LAM
1079
Longboard Asset Management
Arizona
$203K +$196K +4,824 New
AWE
1080
Avidian Wealth Enterprises
Texas
$202K +$195K +4,818 New
AIM
1081
Advyzon Investment Management
Illinois
$202K +$195K +4,803 New
UFF
1082
USA Financial Formulas
Michigan
$201K -$30.5K -751 -14%
XT
1083
XTX Topco
Cayman Islands
$200K -$373K -9,200 -66%
OP
1084
ORG Partners
Indiana
$199K +$14.4K +354 +15%
DMBA
1085
Deseret Mutual Benefit Administrators
Utah
$195K
GC
1086
Gibson Capital
Pennsylvania
$194K +$188K +4,622 New
QL
1087
Quarry LP
New York
$194K +$111K +2,739 +146%
GWM
1088
Geneos Wealth Management
Colorado
$188K -$147K -3,612 -45%
TIM
1089
Thompson Investment Management
Wisconsin
$185K
HWM
1090
HighMark Wealth Management
Minnesota
$180K +$5.15K +127 +3%
PFBT
1091
Parkside Financial Bank & Trust
Missouri
$179K +$6.86K +169 +4%
CAM
1092
Chesapeake Asset Management
New York
$172K -$9.65K -238 -5%
FNWA
1093
Financial Network Wealth Advisors
Utah
$169K +$2.43K +60 +2%
TF
1094
Tompkins Financial
New York
$168K
TCOV
1095
Trust Company of Vermont
Vermont
$168K +$52.7K +1,298 +48%
OCM
1096
Osterweis Capital Management
California
$166K -$406 -10 -0.3%
WSCM
1097
Wellington Shields Capital Management
New York
$162K
WSC
1098
Wellington Shields & Co
New York
$160K
QT
1099
Quantbot Technologies
New York
$158K +$153K +3,772 New
SIM
1100
Sentry Investment Management
Wisconsin
$156K