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Name Holding Trade Value Shares
Change
Change in
Stake
HCM
901
Hall Capital Management
Rhode Island
$321K
PWP
902
Principle Wealth Partners
Connecticut
$320K
SWM
903
Silverlake Wealth Management
Vermont
$319K +$327 +2 +0.1%
EMAM
904
Encompass More Asset Management
California
$319K +$18.5K +113 +6%
SCA
905
Sippican Capital Advisors
Massachusetts
$316K
TA
906
Townsend & Associates
Colorado
$316K
SB
907
Simmons Bank
Arkansas
$316K -$4.58K -28 -1%
MPM
908
MBB Public Markets
Illinois
$315K +$302K +1,844 New
WAAG
909
Wealth Alliance Advisory Group
Kansas
$312K +$68.6K +419 +30%
CC
910
Courier Capital
New York
$311K
AC
911
Apella Capital
Connecticut
$309K +$308K +1,882 New
AAIS
912
ABN AMRO Investment Solutions
$308K -$59.9K -366 -17%
TL
913
Tradewinds LLC
North Carolina
$308K
Capital Research Global Investors
914
Capital Research Global Investors
California
$308K +$295K +1,800 New
SWMG
915
Sanchez Wealth Management Group
Florida
$308K
BWP
916
BSW Wealth Partners
Colorado
$306K +$94K +574 +47%
SOS
917
Silver Oak Securities
Tennessee
$306K +$1.97K +12 +0.7%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
918
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$301K -$24.8M -151,281 -99%
CFS
919
Cannon Financial Strategists
Georgia
$301K
IAS
920
Insigneo Advisory Services
Florida
$299K +$4.91K +30 +2%
MPW
921
Monterey Private Wealth
California
$296K
KCM
922
Kathmere Capital Management
Pennsylvania
$296K -$104K -638 -27%
Los Angeles Capital Management
923
Los Angeles Capital Management
California
$296K +$283K +1,730 New
VBCG
924
Valley Brook Capital Group
Pennsylvania
$294K -$133K -810 -32%
PJWM
925
Philip James Wealth Mangement
Georgia
$292K +$280K +1,708 New