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Name Holding Trade Value Shares
Change
Change in
Stake
WSTAM
751
Wilbanks Smith & Thomas Asset Management
Virginia
$170K +$159K +6,599 New
BAM
752
Belpointe Asset Management
Nevada
$163K -$531K -21,965 -78%
CFG
753
CKW Financial Group
Hawaii
$160K – – –
Simplex Trading
754
Simplex Trading
Illinois
$159K -$473K -19,581 -76%
PGWM
755
Parisi Gray Wealth Management
New Jersey
$158K – – –
WTB
756
Washington Trust Bank
Washington
$157K – – –
JA
757
JOYN Advisors
Georgia
$156K +$5.97K +247 +4%
SFSIG
758
San Francisco Sentry Investment Group
California
$147K -$45.8K -1,897 -25%
Rockefeller Capital Management
759
Rockefeller Capital Management
New York
$139K – – –
APA
760
American Portfolios Advisors
New York
$137K +$5.68K +235 +5%
LFA
761
Legacy Financial Advisors
Kentucky
$126K -$135K -5,577 -53%
ADL
762
Asset Dedication LLC
California
$126K -$48 -2 -0%
DSC
763
Duncker Streett & Co
Missouri
$124K – – –
CIA
764
CSat Investment Advisory
Michigan
$123K -$4.37K -181 -4%
Carson Wealth (CWM LLC)
765
Carson Wealth (CWM LLC)
Nebraska
$122K +$12.2K +506 +12%
SIC
766
Salem Investment Counselors
North Carolina
$121K – – –
GAM
767
Gemmer Asset Management
California
$117K +$72 +3 +0.1%
GLI
768
Guardian Life Insurance
New York
$116K -$338 -14 -0.3%
CAW
769
Cornerstone Advisors (Washington)
Washington
$113K +$2.61K +108 +3%
SLF
770
Sun Life Financial
Ontario, Canada
$111K -$2.92K -121 -3%
CCM
771
Covington Capital Management
California
$111K – – –
BFC
772
Bedel Financial Consulting
Indiana
$106K – – –
KA
773
Kaizen Advisory
Illinois
$106K – – –
WOC
774
West Oak Capital
California
$105K -$3.02K -125 -3%
TRCT
775
Tower Research Capital (TRC)
New York
$104K -$998K -41,298 -91%