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Name Holding Trade Value Shares
Change
Change in
Stake
SWM
751
Stockman Wealth Management
Montana
$217K +$201K +825 New
CI
752
Cigna Investments
Connecticut
$216K +$200K +822 New
DAS
753
Dynamic Advisor Solutions
Arizona
$215K +$199K +819 New
S
754
SignatureFD
Georgia
$214K +$41.6K +171 +27%
BWFA
755
Baltimore-Washington Financial Advisors
Maryland
$213K -$24.6K -101 -11%
AWM
756
Apollon Wealth Management
South Carolina
$212K -$63.3K -260 -24%
ST
757
Somerset Trust
Pennsylvania
$211K +$195K +802 New
BFA
758
Beaumont Financial Advisors
Massachusetts
$210K +$195K +799 New
BRWA
759
B. Riley Wealth Advisors
Florida
$210K -$582K -2,390 -75%
FHWM
760
Fox Hill Wealth Management
Massachusetts
$208K +$193K +793 New
AIP
761
Ameritas Investment Partners
Nebraska
$207K -$6.09K -25 -3%
SL
762
Summitry LLC
California
$207K +$192K +790 New
EWM
763
Evercore Wealth Management
New York
$206K -$24.4K -100 -11%
AO
764
Advisor OS
Illinois
$205K +$190K +779 New
FSA
765
Franklin Street Advisors
North Carolina
$204K +$189K +777 New
ACM
766
Argyle Capital Management
Pennsylvania
$204K +$189K +776 New
BBA
767
BLB&B Advisors
Pennsylvania
$202K +$188K +771 New
AAP
768
Arax Advisory Partners
Colorado
$202K +$31.4K +129 +22%
LAM
769
Longboard Asset Management
Arizona
$201K +$187K +767 New
AFP
770
Alpha Financial Partners
Kentucky
$201K +$186K +765 New
FRA
771
Frank Rimerman Advisors
California
$201K +$186K +764 New
EWP
772
Elevation Wealth Partners
California
$200K – – –
GRP
773
Global Retirement Partners
California
$197K +$183K +751 New
RC
774
Rexford Capital
Texas
$196K +$181K +745 New
HDIM
775
Hanson & Doremus Investment Management
Vermont
$190K +$15.8K +65 +10%