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Name Holding Trade Value Shares
Change
Change in
Stake
CRWM
951
Castle Rock Wealth Management
California
$211K +$190K +3,851 New
SCTC
952
Sanibel Captiva Trust Company
Florida
$210K +$181K +3,683 New
ADMI
953
Albert D. Mason Inc
Massachusetts
$210K +$181K +3,669 New
CP
954
Canopy Partners
Ohio
$209K +$180K +3,664 New
FDS
955
Freedom Day Solutions
Texas
$209K +$180K +3,656 New
PGAM
956
Princeton Global Asset Management
New Jersey
$206K – – –
FLI
957
Family Legacy Inc
South Carolina
$205K +$177K +3,595 New
WPW
958
Waldron Private Wealth
Pennsylvania
$205K +$177K +3,595 New
EWM
959
Evercore Wealth Management
New York
$205K +$177K +3,588 New
SEP
960
Southland Equity Partners
Missouri
$203K +$175K +3,560 New
FAFN
961
First Affirmative Financial Network
Colorado
$203K +$175K +3,545 New
BL
962
Balentine LLC
Georgia
$202K -$239K -4,851 -58%
VC
963
Veery Capital
Delaware
$200K +$173K +3,503 New
PCMF
964
Private Capital Management (Florida)
Florida
$200K -$149K -3,035 -46%
FFWM
965
Future Financial Wealth Management
Ohio
$200K +$172K +3,496 New
FFA
966
Farther Finance Advisors
California
$195K +$31.4K +637 +23%
SIM
967
Sentry Investment Management
Wisconsin
$195K – – –
AA
968
Ancora Advisors
Ohio
$195K +$98 +2 +0.1%
BWM
969
BKM Wealth Management
Wisconsin
$192K +$162K +3,284 +4,691%
CBT
970
Central Bank & Trust
Kentucky
$186K -$40.6K -825 -20%
SAM
971
Smartleaf Asset Management
Massachusetts
$185K +$85.8K +1,742 +115%
GWP
972
Gen-Wealth Partners
Michigan
$183K +$158K +3,200 New
PFBT
973
Parkside Financial Bank & Trust
Missouri
$182K +$689 +14 +0.4%
TPCW
974
TD Private Client Wealth
New York
$177K +$6.4K +130 +4%
GIA
975
Goodwin Investment Advisory
Georgia
$171K +$148K +2,997 New