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Name Holding Trade Value Shares
Change
Change in
Stake
VWM
501
Venturi Wealth Management
Texas
$267K -$102K -537 -28%
JRPCML
502
J. R. Prunier Capital Management LLC
Massachusetts
$265K
BS
503
Brighton Securities
New York
$264K -$17.1K -90 -6%
EA
504
Everpar Advisors
Oklahoma
$264K +$28K +147 +12%
MW
505
MBL Wealth
North Carolina
$261K +$261K +1,372 New
SSCM
506
Sovereign's Capital Management
Georgia
$259K -$18.3K -96 -7%
BFM
507
Boothbay Fund Management
New York
$255K -$329K -1,730 -56%
VT
508
Vise Technologies
New York
$253K
FCBT
509
First Citizens Bank & Trust
North Carolina
$251K
CIM
510
Cambria Investment Management
California
$250K -$106K -555 -30%
AWM
511
Apollon Wealth Management
South Carolina
$246K +$246K +1,291 New
DADC
512
D.A. Davidson & Co
Montana
$244K
BCG
513
Breakwater Capital Group
New Jersey
$243K +$243K +1,277 New
TPI
514
Trust Point Inc
Wisconsin
$243K +$4.95K +26 +2%
DWM
515
Destination Wealth Management
California
$239K +$238K +1,252 New
SF
516
Summit Financial
New Jersey
$237K +$236K +1,242 New
AWM
517
AE Wealth Management
Kansas
$237K +$237K +1,244 New
ECSS
518
Eurizon Capital SGR SpA
$236K +$66K +347 +37%
Members Trust
519
Members Trust
Florida
$233K
ASN
520
Advisory Services Network
Georgia
$231K +$231K +1,215 New
Rafferty Asset Management
521
Rafferty Asset Management
New York
$231K -$41.3K -217 -15%
Wealthfront Advisers
522
Wealthfront Advisers
California
$230K +$8.76K +46 +4%
KWM
523
Kiker Wealth Management
Georgia
$230K +$230K +1,207 New
SIA
524
Strategic Investment Advisors
Michigan
$229K +$227K +1,191 New
PWM
525
Perigon Wealth Management
California
$224K +$224K +1,175 New