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Name Holding Trade Value Shares
Change
Change in
Stake
PCA
251
Prosperity Capital Advisors
Ohio
$225K +$10.1K +735 +5%
CP
252
Canopy Partners
Ohio
$218K +$199K +14,495 New
RJFSA
253
Raymond James Financial Services Advisors
Florida
$210K -$10.9K -791 -5%
WI
254
WrapManager Inc
California
$208K -$4.11K -299 -2%
CCA
255
Cottonwood Capital Advisors
Utah
$204K
BHPW
256
Beverly Hills Private Wealth
California
$198K -$3.31K -241 -2%
SA
257
Shilanski & Associates
Alaska
$196K -$5.03K -366 -3%
SW
258
SVB Wealth
Massachusetts
$195K +$24.1K +1,755 +16%
CIM
259
Contravisory Investment Management
Massachusetts
$195K +$9.96K +725 +6%
CQS
260
Credential Qtrade Securities
$194K +$178K +12,928 New
TW
261
TritonPoint Wealth
Maryland
$194K +$177K +12,912 New
CAG
262
Csenge Advisory Group
Florida
$194K +$177K +12,893 New
BC
263
Bridgefront Capital
Texas
$193K +$177K +12,868 New
LCGC
264
Legacy Capital Group California
California
$193K +$9.96K +725 +6%
DC
265
Davenport & Co
Virginia
$193K -$14.4K -1,045 -8%
MSAM
266
Moloney Securities Asset Management
Missouri
$192K
CA
267
Claro Advisors
Massachusetts
$191K +$2.06K +150 +1%
PP
268
PDS Planning
Ohio
$190K +$3.27K +238 +2%
IC
269
IEQ Capital
California
$189K +$12.7K +923 +8%
SCP
270
Sivia Capital Partners
California
$188K +$172K +12,538 New
SC
271
Syon Capital
California
$181K -$13.8K -1,007 -8%
TW
272
Traveka Wealth
California
$181K +$165K +12,018 New
CCM
273
Coldstream Capital Management
Washington
$171K +$157K +11,408 New
TFS
274
Thoroughbred Financial Services
Tennessee
$170K
Carson Wealth (CWM LLC)
275
Carson Wealth (CWM LLC)
Nebraska
$170K +$24.2K +1,763 +19%