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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
926
Aprio Wealth Management
Georgia
$332K -$7.82K -94 -2%
IAS
927
Investment Advisory Services
Texas
$331K +$2.25K +27 +0.7%
DAS
928
Diversify Advisory Services
Utah
$331K +$14K +168 +4%
CMF
929
Counterpoint Mutual Funds
California
$331K +$343K +4,120 New
PFS
930
Prospera Financial Services
Texas
$329K +$12.6K +151 +4%
ICP
931
Interchange Capital Partners
Pennsylvania
$327K +$111K +1,338 +49%
APWM
932
Argonautica Private Wealth Management
Massachusetts
$325K -$17.6K -212 -5%
IAN
933
Integrated Advisors Network
Texas
$325K +$15.6K +187 +5%
TPWA
934
TRUE Private Wealth Advisors
Oregon
$325K -$3.33K -40 -1%
EBT
935
Enterprise Bank & Trust
Massachusetts
$324K
FTC
936
Farmers Trust Company
Ohio
$322K -$1.91K -23 -0.6%
Koshinski Asset Management
937
Koshinski Asset Management
Illinois
$321K +$83.9K +1,009 +34%
AAM
938
AR Asset Management
California
$321K
CWM
939
Cornerstone Wealth Management
Missouri
$321K -$11.6K -140 -3%
JPMIA
940
J.P. Marvel Investment Advisors
Massachusetts
$320K
CT
941
Colonial Trust
South Carolina
$318K -$73K -878 -18%
GS
942
GTS Securities
Florida
$316K -$140K -1,679 -30%
AWM
943
Avior Wealth Management
Nebraska
$315K -$21.3K -256 -5%
MPM
944
MBB Public Markets
Illinois
$315K +$327K +3,926 New
CHJWM
945
Carlton Hofferkamp & Jenks Wealth Management
Texas
$314K -$4.16K -50 -1%
BHWM
946
Bar Harbor Wealth Management
New Hampshire
$314K +$333 +4 +0.1%
NAS
947
Nicolet Advisory Services
Wisconsin
$314K -$98.6K -1,185 -21%
DQRIM
948
Dale Q Rice Investment Management
Washington
$313K +$324K +3,898 New
CA
949
Continuum Advisory
Idaho
$312K -$9.31K -112 -3%
CCB
950
Cutter & Co Brokerage
Missouri
$312K +$323K +3,886 New