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Name Holding Trade Value Shares
Change
Change in
Stake
ST
651
Sabal Trust
Florida
$256K
VAS
652
Vestmark Advisory Solutions
Massachusetts
$256K +$247K +660 New
ARTA
653
A.R.T. Advisors
New York
$256K +$247K +661 New
FPS
654
Fieldpoint Private Securities
Connecticut
$256K +$247K +661 New
PWPS
655
Pinnacle Wealth Planning Services
Ohio
$255K +$246K +657 New
TPCW
656
TD Private Client Wealth
New York
$254K -$299K -800 -55%
MWM
657
Meridian Wealth Management
Kentucky
$248K
AWM
658
Adams Wealth Management
Utah
$247K +$238K +636 New
9WM
659
9258 Wealth Management
Ohio
$245K
BBI
660
Baxter Bros Inc
Connecticut
$242K +$233K +623 New
CAW
661
Cornerstone Advisors (Washington)
Washington
$241K +$25.8K +69 +13%
CT
662
Caldwell Trust
Florida
$241K
HPWM
663
Highland Private Wealth Management
Washington
$238K +$230K +616 New
WAM
664
Wealthspire Advisors (Maryland)
Maryland
$237K +$229K +612 New
BBNA
665
Bremer Bank National Association
Minnesota
$236K -$86.4K -231 -28%
OPS
666
Orion Portfolio Solutions
Nebraska
$236K +$56.1K +150 +33%
FWIA
667
Fort Washington Investment Advisors
Ohio
$235K -$41.9K -112 -16%
KWA
668
KCS Wealth Advisory
California
$235K +$227K +606 New
EH
669
Employers Holdings
Nevada
$233K +$224K +600 New
BBA
670
BLB&B Advisors
Pennsylvania
$231K +$223K +596 New
APA
671
American Portfolios Advisors
New York
$231K -$11.6K -31 -5%
EWA
672
Exencial Wealth Advisors
Oklahoma
$226K +$218K +583 New
AAS
673
Avantax Advisory Services
Texas
$225K +$218K +583 New
DWM
674
Darwin Wealth Management
Florida
$224K +$12K +32 +6%
CSIA
675
Charles Schwab Investment Advisory
California
$223K +$216K +576 New