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Name Holding Trade Value Shares
Change
Change in
Stake
DWT
626
Dorsey & Whitney Trust
South Dakota
$233K +$6.18K +13 +3%
PPWM
627
Perissos Private Wealth Management
Oklahoma
$230K
EAM
628
Empirical Asset Management
Massachusetts
$230K +$1.32M +2,768 New
WP
629
WMS Partners
Maryland
$229K +$6.65K +14 +3%
GA
630
Geller Advisors
New York
$225K +$11.9K +25 +6%
BCMO
631
Buckingham Capital Management (Ohio)
Ohio
$223K -$2.38K -5 -1%
IF
632
Intrua Financial
Texas
$220K -$24.7K -52 -10%
CNBT
633
Canandaigua National Bank & Trust
New York
$219K -$15.7K -33 -7%
SSW
634
Smith Shellnut Wilson
Mississippi
$219K +$6.65K +14 +3%
DWM
635
Drive Wealth Management
Utah
$218K -$4.75K -10 -2%
FFN
636
Focus Financial Network
Minnesota
$217K
DAM
637
Delta Asset Management
Tennessee
$216K
TBA
638
Tower Bridge Advisors
Pennsylvania
$216K
OC
639
Oppenheimer & Co
New York
$215K +$212K +447 New
CPW
640
Crestmont Private Wealth
Texas
$214K +$475 +1 +0.2%
FTWA
641
Fifth Third Wealth Advisors
Ohio
$213K +$210K +443 New
CCWM
642
Cassaday & Co Wealth Management
Virginia
$212K
IAA
643
Independent Advisor Alliance
North Carolina
$211K +$209K +439 New
ILI
644
Invesco LLC (Illinois)
Illinois
$211K
TAM
645
Trust Asset Management
Texas
$211K
Walleye Capital
646
Walleye Capital
New York
$210K -$4.3M -9,060 -95%
LC
647
LCNB Corp
Ohio
$207K +$205K +431 New
GDP
648
Great Diamond Partners
Maine
$205K +$202K +426 New
CA
649
Claro Advisors
Massachusetts
$204K -$6.65K -14 -3%
ECM
650
Estabrook Capital Management
New York
$204K