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Name Holding Trade Value Shares
Change
Change in
Stake
WIA
776
Wealthstreet Investment Advisors
Texas
$231K -$47.7K -1,100 -18%
PCM
777
Prelude Capital Management
New York
$230K +$28.4K +656 +15%
SWMG
778
Strategic Wealth Management Group
Maryland
$224K +$207K +4,780 New
WEC
779
Winslow Evans & Crocker
Massachusetts
$222K +$10.8K +250 +6%
TCA
780
Transcend Capital Advisors
New Jersey
$220K +$203K +4,695 New
CPA
781
Cowen Prime Advisors
New York
$218K
EWM
782
Evercore Wealth Management
New York
$218K +$201K +4,642 New
CBT
783
CoreFirst Bank & Trust
Kansas
$217K +$200K +4,604 New
PCG
784
Private Capital Group
Connecticut
$212K +$30.1K +694 +18%
OWA
785
One Wealth Advisors
California
$211K -$216K -4,985 -53%
AFS
786
Axiom Financial Strategies
Indiana
$211K
GLLW
787
Graves Light Lenhart Wealth
Virginia
$211K +$195K +4,494 New
BL
788
Balentine LLC
Georgia
$211K +$195K +4,500 New
BFM
789
Boothbay Fund Management
New York
$211K +$195K +4,500 New
SWA
790
Stratos Wealth Advisors
Ohio
$210K +$194K +4,475 New
SM
791
Salzhauer Michael
$209K +$193K +4,446 New
GRP
792
Global Retirement Partners
California
$207K -$20.1K -463 -10%
WSTAM
793
Wilbanks Smith & Thomas Asset Management
Virginia
$207K +$191K +4,411 New
AWA
794
Arete Wealth Advisors
Illinois
$206K +$190K +4,395 New
EWA
795
EP Wealth Advisors
California
$205K -$46.9K -1,082 -20%
MYAM
796
Meiji Yasuda Asset Management
Japan
$203K -$254K -5,873 -58%
First Manhattan
797
First Manhattan
New York
$200K -$35.9K -829 -16%
TFM
798
TFC Financial Management
Massachusetts
$196K -$347 -8 -0.2%
DA
799
Denali Advisors
California
$183K +$169K +3,900 New
EI
800
Ellevest Inc
New York
$172K +$40.3K +929 +34%