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Name Holding Trade Value Shares
Change
Change in
Stake
BL
701
Balentine LLC
Georgia
$249K +$246K +563 New
MOS
702
MGO One Seven
Ohio
$245K +$242K +554 New
EWA
703
Exencial Wealth Advisors
Oklahoma
$243K
BCA
704
Berman Capital Advisors
Georgia
$242K +$79.5K +182 +50%
SAS
705
Stelac Advisory Services
New York
$236K +$232K +532 New
RCM
706
Radnor Capital Management
Pennsylvania
$235K
WS
707
Wedbush Securities
California
$232K -$156K -358 -41%
BFPW
708
BOK Financial Private Wealth
Colorado
$231K +$228K +522 New
CIC
709
Crawford Investment Counsel
Georgia
$230K +$8.74K +20 +4%
BI
710
Ballast Inc
Kentucky
$229K
VWA
711
Visionary Wealth Advisors
Illinois
$225K +$222K +509 New
FHA
712
First Horizon Advisors
Tennessee
$224K -$20.5K -47 -8%
PWM
713
Perigon Wealth Management
California
$223K +$874 +2 +0.4%
AC
714
Avestar Capital
New York
$222K +$2.62K +6 +1%
MC
715
Matisse Capital
Oregon
$221K -$295K -675 -57%
MVA
716
Mount Vernon Associates
Maryland
$221K
BAM
717
Belpointe Asset Management
Nevada
$221K +$218K +499 New
BSW
718
Buckingham Strategic Wealth
Missouri
$221K +$218K +500 New
DCM
719
Donaldson Capital Management
Indiana
$220K -$8.3K -19 -4%
CIP
720
Convergence Investment Partners
Florida
$219K -$6.12K -14 -3%
EHC
721
Everett Harris & Co
California
$217K -$13.5K -31 -6%
Tudor Investment Corp
722
Tudor Investment Corp
Connecticut
$216K +$214K +489 New
CWA
723
Canvas Wealth Advisors
Kansas
$215K +$212K +485 New
BBNA
724
Bremer Bank National Association
Minnesota
$214K -$7.43K -17 -3%
CCT
725
Capital City Trust
Florida
$213K