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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
776
Angeles Wealth Management
California
$216K +$229K +10,118 New
SWM
777
Silverlake Wealth Management
Vermont
$216K -$12.4K -545 -5%
AC
778
Avestar Capital
New York
$215K +$228K +10,064 New
SAM
779
Sawgrass Asset Management
Florida
$214K -$1.61K -71 -0.7%
VAS
780
Vestmark Advisory Solutions
Massachusetts
$213K -$159 -7 -0.1%
SVWAG
781
Sound View Wealth Advisors Group
Georgia
$213K +$13.4K +590 +6%
BFA
782
Beaumont Financial Advisors
Massachusetts
$211K +$3.51K +155 +2%
BFA
783
Benedict Financial Advisors
Georgia
$209K +$3.6K +159 +2%
S
784
Sunpointe
Missouri
$207K +$220K +9,702 New
ACA
785
Aptus Capital Advisors
Alabama
$206K +$219K +9,658 New
FHA
786
Flagship Harbor Advisors
Massachusetts
$206K +$635 +28 +0.3%
SWA
787
Stratos Wealth Advisors
Ohio
$202K -$13.9K -613 -6%
DWP
788
Daymark Wealth Partners
Ohio
$202K -$127K -5,611 -37%
VW
789
Vance Wealth
California
$201K +$2.06K +91 +1%
SAM
790
Smartleaf Asset Management
Massachusetts
$185K +$79.8K +3,519 +68%
CAL
791
Capital Analysts LLC
Pennsylvania
$180K +$45 +2 +0%
BG
792
Bollard Group
Massachusetts
$178K +$2.95K +130 +2%
OCM
793
Osterweis Capital Management
California
$167K
LC
794
Lindbrook Capital
California
$160K +$25.6K +1,127 +18%
SIM
795
Sentry Investment Management
Wisconsin
$155K -$26.8K -1,181 -14%
FCT
796
First Community Trust
Iowa
$144K -$21.1K -931 -12%
PTC
797
Private Trust Company
Ohio
$143K -$9.41K -415 -6%
HI
798
Harbour Investments
Wisconsin
$140K -$7.21K -318 -5%
YDMI
799
Y.D. More Investments
Israel
$139K +$20K +882 +16%
BGAI
800
Bruce G. Allen Investments
Colorado
$139K +$1.34K +59 +0.9%