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Name Holding Trade Value Shares
Change
Change in
Stake
CT
701
Caldwell Trust
Florida
$270K
EBA
702
Eagle Bay Advisors
New York
$270K -$3.35K -8 -1%
HWA
703
Heritage Wealth Advisors
Virginia
$270K
SFA
704
Sequoia Financial Advisors
Ohio
$268K +$41K +98 +19%
SA
705
Syntax Advisors
New York
$266K -$78.6K -188 -24%
VCG
706
Vantage Consulting Group
Virginia
$266K -$78.6K -188 -24%
CA
707
Continuum Advisory
Idaho
$265K +$249K +595 New
QC
708
QCM Cayman
Texas
$263K +$253K +605 New
KWA
709
KCS Wealth Advisory
California
$262K
BFS
710
Bard Financial Services
Connecticut
$261K
LIA
711
LBMC Investment Advisors
Tennessee
$261K
GWM
712
Geneos Wealth Management
Colorado
$261K +$98.7K +236 +64%
AC
713
Avestar Capital
New York
$257K -$6.28K -15 -2%
HPWM
714
Highland Private Wealth Management
Washington
$256K -$12.1K -29 -5%
TCA
715
Transcend Capital Advisors
New Jersey
$255K +$38.1K +91 +18%
WPC
716
Wedmont Private Capital
Pennsylvania
$254K +$243K +580 New
GA
717
GraniteShares Advisors
New York
$253K -$4.6K -11 -2%
BBA
718
BLB&B Advisors
Pennsylvania
$252K
VWA
719
Visionary Wealth Advisors
Illinois
$252K +$8.37K +20 +4%
AWS
720
Atria Wealth Solutions
New York
$252K +$242K +578 New
CSIA
721
Charles Schwab Investment Advisory
California
$251K
PA
722
Pinnacle Associates
New York
$250K -$3.35K -8 -1%
CP
723
Covenant Partners
Tennessee
$249K -$57.3K -137 -19%
EI
724
Ellevest Inc
New York
$249K +$201K +481 +529%
SOS
725
Silver Oak Securities
Tennessee
$247K +$227K +543 New