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Name Holding Trade Value Shares
Change
Change in
Stake
HI
376
Harbour Investments
Wisconsin
$240K +$8.46K +198 +4%
OWP
377
ORG Wealth Partners
Texas
$240K +$230K +5,390 New
WB
378
WesBanco Bank
West Virginia
$239K -$85.5K -2,000 -27%
BWP
379
BSW Wealth Partners
Colorado
$239K
CL
380
Choreo LLC
Illinois
$238K -$30.2K -707 -12%
PCM
381
Parsons Capital Management
Rhode Island
$237K
SGCA
382
Steel Grove Capital Advisors
Tennessee
$235K +$641 +15 +0.3%
CA
383
Claro Advisors
Massachusetts
$234K
Thrivent Financial for Lutherans
384
Thrivent Financial for Lutherans
Minnesota
$231K -$4.32K -101 -2%
FFN
385
Focus Financial Network
Minnesota
$229K +$214 +5 +0.1%
VCA
386
Verdence Capital Advisors
Maryland
$229K +$220K +5,150 New
IWM
387
IHT Wealth Management
Illinois
$226K +$1.07K +25 +0.5%
SAM
388
Secure Asset Management
Michigan
$225K +$216K +5,052 New
DLP
389
De Lisle Partners
United Kingdom
$222K
RT
390
Rockland Trust
Massachusetts
$222K -$15.9K -372 -7%
CCA
391
Cobblestone Capital Advisors
New York
$222K
SN
392
Sittner & Nelson
Oregon
$222K +$214K +5,000 New
VWA
393
Visionary Wealth Advisors
Illinois
$221K -$14K -327 -6%
SWA
394
SFMG Wealth Advisors
Texas
$220K
AAS
395
Avantax Advisory Services
Texas
$219K +$210K +4,920 New
WAOTB
396
Wealth Advisors of Tampa Bay
Florida
$218K
VFA
397
Valeo Financial Advisors
Indiana
$217K +$209K +4,890 New
CWM
398
Collaborative Wealth Management
Florida
$217K
NRW
399
Nova R Wealth
Kansas
$215K +$2.48K +58 +1%
SB
400
Strategic Blueprint
Georgia
$215K -$38.8K -907 -16%