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Name Holding Trade Value Shares
Change
Change in
Stake
CA
1401
Cornerstone Advisory
Maryland
$371K +$372 +4 +0.1%
OPS
1402
Orion Portfolio Solutions
Nebraska
$371K +$35.8K +385 +9%
BBI
1403
Baxter Bros Inc
Connecticut
$370K +$14.6K +157 +4%
MA
1404
MCF Advisors
Kentucky
$369K +$9.3K +100 +2%
MPI
1405
Mairs & Power Inc
Minnesota
$368K
HT
1406
Heritage Trust
Oklahoma
$365K +$10.9K +117 +3%
Koshinski Asset Management
1407
Koshinski Asset Management
Illinois
$365K +$19.3K +207 +5%
BCM
1408
Bienville Capital Management
New York
$361K +$15.4K +165 +4%
XM
1409
XTX Markets
New York
$360K +$405K +4,357 New
PW
1410
Peninsula Wealth
California
$359K +$1.02K +11 +0.3%
RCA
1411
Resonant Capital Advisors
Wisconsin
$356K +$20.7K +223 +5%
SA
1412
Strategic Advisors
New York
$355K +$34.1K +366 +10%
Rafferty Asset Management
1413
Rafferty Asset Management
New York
$353K +$45.6K +490 +13%
TW
1414
TrinityPoint Wealth
Connecticut
$352K -$744 -8 -0.2%
NL
1415
NKCFO LLC
Illinois
$352K
RSWM
1416
Robertson Stephens Wealth Management
California
$350K +$393K +4,229 New
SIC
1417
Samalin Investment Counsel
New York
$349K -$128K -1,372 -25%
TL
1418
TrueWealth LLC
Georgia
$349K -$72.2K -776 -16%
WPP
1419
Whalerock Point Partners
Rhode Island
$348K
AIM
1420
Alhambra Investment Management
Florida
$346K -$46.5K -500 -11%
EWM
1421
Elite Wealth Management
Washington
$342K +$65.1K +700 +20%
GSIS
1422
Global Strategic Investment Solutions
Arizona
$340K +$7.07K +76 +2%
BCWM
1423
Blue Chip Wealth Management
Florida
$339K -$6.61K -71 -2%
SP
1424
SWS Partners
Ohio
$339K +$381K +4,099 New
PFGIA
1425
Patriot Financial Group Insurance Agency
Massachusetts
$337K +$147K +1,585 +64%