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Name Holding Trade Value Shares
Change
Change in
Stake
OWA
901
Opal Wealth Advisors
New York
$259K +$6.85K +139 +3%
IDA
902
Intelligence Driven Advisers
California
$259K +$48.9K +993 +22%
BPW
903
Bingham Private Wealth
California
$257K +$64.3K +1,304 +31%
WBC
904
West Branch Capital
Massachusetts
$256K -$36.8K -746 -12%
IC
905
Iconiq Capital
California
$256K +$10.8K +220 +4%
LTAS
906
Linden Thomas Advisory Services
North Carolina
$254K +$5.82K +118 +2%
GS
907
GTS Securities
Florida
$253K -$464K -9,411 -64%
FMLI
908
Fukoku Mutual Life Insurance
Japan
$252K
CWM
909
Cordatus Wealth Management
Pennsylvania
$251K
BEI
910
Benjamin Edwards Inc
Missouri
$250K -$399K -8,095 -60%
MFIM
911
Mesirow Financial Investment Management
Illinois
$250K +$148 +3 +0.1%
PCMH
912
Polymer Capital Management (HK)
Hong Kong
$249K +$261K +5,304 New
HA
913
Herold Advisors
New York
$249K
PTC
914
Private Trust Company
Ohio
$248K -$4.73K -96 -2%
MMA
915
Miracle Mile Advisors
California
$247K -$257K -5,214 -50%
SWM
916
SeaCrest Wealth Management
New York
$246K -$65.7K -1,334 -20%
BOH
917
Bank of Hawaii
Hawaii
$246K +$258K +5,239 New
PB
918
Pinnacle Bancorp
Nebraska
$246K -$22.7K -461 -8%
SWM
919
Spire Wealth Management
Virginia
$245K +$50.7K +1,029 +25%
OFG
920
Oxford Financial Group
Indiana
$245K -$202K -4,104 -44%
WA
921
WP Advisors
California
$244K +$591 +12 +0.2%
S
922
Sunpointe
Missouri
$242K -$21.5K -437 -8%
AF
923
Advisornet Financial
Minnesota
$241K -$30.2K -613 -11%
IAN
924
Integrated Advisors Network
Texas
$240K +$252K +5,105 New
NRS
925
Neville Rodie & Shaw
New York
$240K