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Name Holding Trade Value Shares
Change
Change in
Stake
MSA
751
Marino Stram & Associates
Massachusetts
$208K +$220K +6,875 New
NIA
752
Northstar Investment Advisors
Colorado
$207K – – –
IC
753
Intersect Capital
California
$207K +$6.23K +195 +3%
SP
754
Successful Portfolios
Florida
$205K – – –
FWM
755
Focused Wealth Management
New York
$205K +$3.2K +100 +1%
CWS
756
Cypress Wealth Services
California
$204K -$9.65K -302 -4%
SBH
757
Segall Bryant & Hamill
Illinois
$204K -$2.01K -63 -0.9%
LI
758
Lafayette Investments
Maryland
$202K – – –
RWA
759
River Wealth Advisors
Pennsylvania
$202K +$5.24K +164 +3%
LW
760
Linscomb Wealth
Texas
$201K +$213K +6,656 New
ANTB
761
AMG National Trust Bank
Colorado
$201K +$213K +6,665 New
CWM
762
Campbell Wealth Management
Virginia
$201K +$213K +6,672 New
HB
763
Homrich & Berg
Georgia
$200K -$3.13K -98 -1%
SFSIG
764
San Francisco Sentry Investment Group
California
$198K – – –
FMB
765
Field & Main Bank
Kentucky
$198K +$36K +1,125 +21%
ETC
766
Exchange Traded Concepts
Oklahoma
$198K +$160K +5,018 +325%
SBL
767
Sargent Bickham Lagudis
Colorado
$193K -$16.9K -529 -8%
CP
768
Castleview Partners
Texas
$188K +$199K +6,240 New
SOW
769
State of Wyoming
Wyoming
$182K +$193K +6,028 New
KFI
770
Key Financial Inc
Pennsylvania
$175K – – –
CFG
771
CKW Financial Group
Hawaii
$171K -$6.39K -200 -3%
CWP
772
Concord Wealth Partners
Virginia
$167K +$19.4K +606 +12%
VanEck Associates
773
VanEck Associates
New York
$163K +$96.9K +3,033 +128%
WBC
774
West Branch Capital
Massachusetts
$162K +$171K +5,352 New
Carson Wealth (CWM LLC)
775
Carson Wealth (CWM LLC)
Nebraska
$161K – – –