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Name Holding Trade Value Shares
Change
Change in
Stake
WAM
751
Wolverine Asset Management
Illinois
$175K +$165K +6,823 New
WSTAM
752
Wilbanks Smith & Thomas Asset Management
Virginia
$170K +$159K +6,599 New
BAM
753
Belpointe Asset Management
Nevada
$163K -$531K -21,965 -78%
CFG
754
CKW Financial Group
Hawaii
$160K
Simplex Trading
755
Simplex Trading
Illinois
$159K -$473K -19,581 -76%
PGWM
756
Parisi Gray Wealth Management
New Jersey
$158K
WTB
757
Washington Trust Bank
Washington
$157K
JA
758
JOYN Advisors
Georgia
$156K +$5.97K +247 +4%
SFSIG
759
San Francisco Sentry Investment Group
California
$147K -$45.8K -1,897 -25%
Rockefeller Capital Management
760
Rockefeller Capital Management
New York
$139K
APA
761
American Portfolios Advisors
New York
$137K +$5.68K +235 +5%
LFA
762
Legacy Financial Advisors
Kentucky
$126K -$135K -5,577 -53%
ADL
763
Asset Dedication LLC
California
$126K -$48 -2 -0%
DSC
764
Duncker Streett & Co
Missouri
$124K
CIA
765
CSat Investment Advisory
Michigan
$123K -$4.37K -181 -4%
Carson Wealth (CWM LLC)
766
Carson Wealth (CWM LLC)
Nebraska
$122K +$12.2K +506 +12%
SIC
767
Salem Investment Counselors
North Carolina
$121K
GAM
768
Gemmer Asset Management
California
$117K +$72 +3 +0.1%
GLI
769
Guardian Life Insurance
New York
$116K -$338 -14 -0.3%
CAW
770
Cornerstone Advisors (Washington)
Washington
$113K +$2.61K +108 +3%
SLF
771
Sun Life Financial
Ontario, Canada
$111K -$2.92K -121 -3%
CCM
772
Covington Capital Management
California
$111K
BFC
773
Bedel Financial Consulting
Indiana
$106K
KA
774
Kaizen Advisory
Illinois
$106K
WOC
775
West Oak Capital
California
$105K -$3.02K -125 -3%