Name Holding Trade Value Shares
Change
Change in
Stake
BSTWA
1026
Blake Schutter Theil Wealth Advisors
Ohio
$284K +$288K +1,483 New
WAAG
1027
Wealth Alliance Advisory Group
Kansas
$283K +$287K +1,477 New
BB
1028
Berkshire Bank
Massachusetts
$283K – – –
MA
1029
Montag & Associates
Georgia
$283K – – –
PWLP
1030
Prio Wealth Limited Partnership
Massachusetts
$282K – – –
Luther King Capital Management (LKCM)
1031
Luther King Capital Management (LKCM)
Texas
$278K +$9.53K +49 +4%
ACM
1032
Adalta Capital Management
New York
$277K +$141K +724 +101%
SF
1033
Synovus Financial
Georgia
$277K -$42.6K -219 -13%
AWM
1034
Accurate Wealth Management
Florida
$276K +$11.5K +59 +4%
PIMG
1035
Patriot Investment Management Group
Tennessee
$274K -$22.4K -115 -7%
SLG
1036
Stanley-Laman Group
Pennsylvania
$273K – – –
HL
1037
HeadInvest LLC
Maine
$273K – – –
FTIS
1038
First Trust Investment Solutions
Florida
$273K -$3.32M -17,103 -92%
GCM
1039
Gallacher Capital Management
Colorado
$273K -$664K -3,415 -71%
S
1040
Sachetta
Massachusetts
$272K -$17.7K -91 -6%
WA
1041
WealthTrust Axiom
Pennsylvania
$270K – – –
SWM
1042
SeaCrest Wealth Management
New York
$269K -$28.8K -148 -10%
BIM
1043
Baldwin Investment Management
Pennsylvania
$269K – – –
EGA
1044
E&G Advisors
Texas
$268K – – –
CT
1045
ClearAlpha Technologies
Connecticut
$268K -$47.2K -243 -15%
VDI
1046
Vaughan David Investments
Illinois
$267K – – –
WG
1047
Winton Group
United Kingdom
$267K +$270K +1,390 New
LA
1048
Lane & Associates
New Jersey
$266K +$269K +1,385 New
GPA
1049
Garrison Point Advisors
California
$265K -$972 -5 -0.4%
KWA
1050
Kingswood Wealth Advisors
California
$265K +$267K +1,376 New