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Name Holding Trade Value Shares
Change
Change in
Stake
SBIA
1026
Sheaff Brock Investment Advisors
Indiana
$260K -$528 -5 -0.2%
TSS
1027
Two Sigma Securities
New York
$260K +$274K +2,595 New
DWM
1028
Dorchester Wealth Management
Quebec, Canada
$259K +$273K +2,585 New
PPP
1029
Private Portfolio Partners
New Jersey
$258K
IB
1030
Intrust Bank
Kansas
$255K +$5.81K +55 +2%
WC
1031
Woodstock Corp
Massachusetts
$253K -$528 -5 -0.2%
SCM
1032
SevenOneSeven Capital Management
Pennsylvania
$253K +$16.4K +155 +7%
BWM
1033
BT Wealth Management
Georgia
$250K -$211K -2,000 -44%
TFS
1034
TrustCore Financial Services
Tennessee
$250K -$61.8K -585 -19%
AWA
1035
ARS Wealth Advisors
Florida
$250K
LIA
1036
LBMC Investment Advisors
Tennessee
$250K
SWMP
1037
Signature Wealth Management Partners
New Jersey
$250K
BWP
1038
Baldwin Wealth Partners
Massachusetts
$250K +$106K +1,000 +67%
CFA
1039
Cahill Financial Advisors
Minnesota
$249K
VWA
1040
V Wealth Advisors
Kansas
$242K -$1.06K -10 -0.4%
PCM
1041
Penserra Capital Management
California
$240K -$5.8M -54,940 -96%
POIA
1042
Pin Oak Investment Advisors
Texas
$240K -$64.9K -615 -20%
Loomis, Sayles & Company
1043
Loomis, Sayles & Company
Massachusetts
$240K +$196K +1,855 +340%
OWM
1044
Opes Wealth Management
California
$239K
RWM
1045
RKL Wealth Management
Pennsylvania
$239K +$252K +2,390 New
ISWM
1046
Independent Solutions Wealth Management
New York
$239K -$73.9K -700 -23%
LFAS
1047
Level Four Advisory Services
Texas
$238K -$50.7K -480 -17%
MA
1048
MJP Associates
Connecticut
$238K +$21.6K +205 +9%
CCM
1049
Conway Capital Management
California
$238K
FP
1050
Financial Perspectives
Minnesota
$237K