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Name Holding Trade Value Shares
Change
Change in
Stake
JWCA
601
J.W. Cole Advisors
Florida
$218K -$51K -797 -19%
WS
602
Wedbush Securities
California
$217K +$212K +3,321 New
MA
603
MONECO Advisors
Connecticut
$216K -$38.2K -597 -15%
JSW
604
Journey Strategic Wealth
New Jersey
$216K +$211K +3,297 New
AT
605
American Trust
Kentucky
$215K -$2.24K -35 -1%
IAA
606
Independent Advisor Alliance
North Carolina
$215K +$210K +3,285 New
BBHC
607
Brown Brothers Harriman & Co
New York
$212K -$320 -5 -0.2%
BRWA
608
B. Riley Wealth Advisors
Florida
$211K -$6.52K -102 -3%
OFO
609
OneAscent Family Office
Alabama
$211K -$42.9K -671 -17%
TM
610
TigerOak Management
New Mexico
$210K +$205K +3,202 New
PCP
611
Proficio Capital Partners
Massachusetts
$206K +$201K +3,147 New
NP
612
Nilsine Partners
Colorado
$205K +$145K +2,274 New
DOA
613
D'Orazio & Associates
Virginia
$202K +$198K +3,093 New
CAM
614
Cidel Asset Management
Ontario, Canada
$201K +$196K +3,072 New
OCM
615
Occam Crest Management
Connecticut
$196K
Bessemer Group
616
Bessemer Group
New Jersey
$159K +$11.4K +178 +8%
JFGIW
617
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$153K -$79.2K -1,238 -35%
MPWT
618
MassMutual Private Wealth & Trust
Connecticut
$150K -$1.15K -18 -0.8%
SVCP
619
Silicon Valley Capital Partners
California
$145K
MSFP
620
Mark Sheptoff Financial Planning
Connecticut
$145K
GM
621
GeoWealth Management
Illinois
$138K +$135K +2,109 New
SS
622
SBI Securities
Japan
$135K -$124K -1,938 -48%
SPIA
623
Steward Partners Investment Advisory
New York
$134K -$71.6K -1,119 -35%
HI
624
Horizon Investments
North Carolina
$134K -$5.93M -92,647 -98%
PWAM
625
Private Wealth Asset Management
Iowa
$130K -$320 -5 -0.3%