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Name Holding Trade Value Shares
Change
Change in
Stake
GL
901
Graypoint LLC
New York
$321K -$26.2K -160 -8%
HCM
902
Hall Capital Management
Rhode Island
$321K – – –
PWP
903
Principle Wealth Partners
Connecticut
$320K – – –
SWM
904
Silverlake Wealth Management
Vermont
$319K +$327 +2 +0.1%
EMAM
905
Encompass More Asset Management
California
$319K +$18.5K +113 +6%
SCA
906
Sippican Capital Advisors
Massachusetts
$316K – – –
TA
907
Townsend & Associates
Colorado
$316K – – –
SB
908
Simmons Bank
Arkansas
$316K -$4.58K -28 -1%
MPM
909
MBB Public Markets
Illinois
$315K +$302K +1,844 New
WAAG
910
Wealth Alliance Advisory Group
Kansas
$312K +$68.6K +419 +30%
CC
911
Courier Capital
New York
$311K – – –
Apella Capital
912
Apella Capital
Connecticut
$309K +$308K +1,882 New
ABN AMRO Investment Solutions
913
ABN AMRO Investment Solutions
$308K -$59.9K -366 -17%
TL
914
Tradewinds LLC
North Carolina
$308K – – –
Capital Research Global Investors
915
Capital Research Global Investors
California
$308K +$295K +1,800 New
SWMG
916
Sanchez Wealth Management Group
Florida
$308K – – –
BWP
917
BSW Wealth Partners
Colorado
$306K +$94K +574 +47%
SOS
918
Silver Oak Securities
Tennessee
$306K +$1.97K +12 +0.7%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
919
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$301K -$24.8M -151,281 -99%
CFS
920
Cannon Financial Strategists
Georgia
$301K – – –
IAS
921
Insigneo Advisory Services
Florida
$299K +$4.91K +30 +2%
MPW
922
Monterey Private Wealth
California
$296K – – –
KCM
923
Kathmere Capital Management
Pennsylvania
$296K -$104K -638 -27%
Los Angeles Capital Management
924
Los Angeles Capital Management
California
$296K +$283K +1,730 New
VBCG
925
Valley Brook Capital Group
Pennsylvania
$294K -$133K -810 -32%