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Name Holding Trade Value Shares
Change
Change in
Stake
WWM
2126
WT Wealth Management
Arizona
$360K +$4.61K +21 +1%
NP
2127
Ninepoint Partners
Ontario, Canada
$358K +$421K +1,918 New
RWRC
2128
R.W. Roge & Company
New York
$356K +$220 +1 +0.1%
BWP
2129
BSW Wealth Partners
Colorado
$354K +$23.5K +107 +6%
BAM
2130
Bellevue Asset Management
Washington
$353K +$22K +100 +7%
Pacer Advisors
2131
Pacer Advisors
Pennsylvania
$353K +$78.2K +356 +27%
OA
2132
Oxbow Advisors
Texas
$351K – – –
SNB
2133
Security National Bank
Nebraska
$351K – – –
ECM
2134
Elgethun Capital Management
South Dakota
$350K – – –
QCIG
2135
Quad-Cities Investment Group
Iowa
$350K – – –
SF
2136
Symphony Financial
Texas
$350K +$392K +1,787 New
RWMH
2137
Riverpoint Wealth Management Holdings
Illinois
$348K +$439 +2 +0.1%
SAA
2138
Southeast Asset Advisors
Georgia
$348K +$4.39K +20 +1%
AP
2139
Americana Partners
Texas
$348K +$388K +1,768 +1,768%
CMBA
2140
C.M. Bidwell & Associates
Hawaii
$348K +$391K +1,782 +2,200%
LOPW
2141
Live Oak Private Wealth
North Carolina
$347K +$145K +659 +55%
CDIA
2142
Capital Directions Investment Advisors
Georgia
$345K -$383K -1,744 -49%
NEGWA
2143
New England Guild Wealth Advisors
Connecticut
$345K – – –
ACA
2144
Affinity Capital Advisors
California
$344K -$196K -891 -35%
OPTFSNA
2145
Old Point Trust & Financial Services N A
Virginia
$344K -$77.3K -352 -16%
CCA
2146
Clearwater Capital Advisors
Illinois
$344K +$5.93K +27 +1%
BL
2147
Balentine LLC
Georgia
$344K +$183K +833 +82%
EWF
2148
Epstein & White Financial
California
$343K -$14.7K -67 -4%
MWM
2149
Merriman Wealth Management
Washington
$342K -$5.27K -24 -1%
DA
2150
Detalus Advisors
Missouri
$342K +$5.49K +25 +1%