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Name Holding Trade Value Shares
Change
Change in
Stake
GI
1626
Gradient Investments
Minnesota
$226K -$13.2M -139,626 -98%
PGAM
1627
Princeton Global Asset Management
New Jersey
$225K +$283 +3 +0.1%
PA
1628
Perennial Advisors
New York
$224K -$10.4K -110 -4%
SHGA
1629
Sand Hill Global Advisors
California
$223K +$240K +2,540 New
CWM
1630
Compass Wealth Management
Connecticut
$223K -$62.5K -663 -21%
JAG
1631
Journey Advisory Group
Kentucky
$222K -$98.4K -1,043 -29%
HIG
1632
Heritage Investment Group
Florida
$222K +$12.5K +133 +6%
SWM
1633
Sculati Wealth Management
Michigan
$221K
EW
1634
Element Wealth
Mississippi
$221K +$10.9K +116 +5%
NAM
1635
NorthCrest Asset Manangement
Minnesota
$220K +$237K +2,509 New
RBFC
1636
Roman Butler Fullerton & Co
Missouri
$220K +$238K +2,525 New
CF
1637
Cantor Fitzgerald
New York
$220K
WIA
1638
Westbourne Investment Advisors
Maryland
$220K
CA
1639
Carson Advisory
Georgia
$220K -$22.3K -236 -9%
CRIG
1640
Charter Research & Investment Group
Connecticut
$219K -$8.49K -90 -3%
KFS
1641
Kurt F. Somerville
$219K -$38.6K -409 -14%
AWAU
1642
Alliance Wealth Advisors (Utah)
Utah
$219K +$14.6K +155 +7%
THL
1643
Tillman Hartley LLC
Colorado
$219K
IF
1644
Ironwood Financial
Arizona
$218K +$5.94K +63 +3%
CCP
1645
Carmel Capital Partners
California
$218K +$22.6K +240 +11%
ONST
1646
Old North State Trust
North Carolina
$217K
ITIM
1647
Indiana Trust & Investment Management
Indiana
$217K -$11.2K -119 -5%
OWA
1648
One Wealth Advisors
California
$217K +$233K +2,467 New
MW
1649
Marcum Wealth
Ohio
$217K -$86.6K -918 -27%
FW
1650
FirstPurpose Wealth
Utah
$216K +$9.15K +97 +4%