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Name Holding Trade Value Shares
Change
Change in
Stake
VVP
801
Venture Visionary Partners
Ohio
$211K +$197K +3,209 New
BOTW
802
Bank of the West
California
$211K +$197K +3,205 New
MHIC
803
Marble Harbor Investment Counsel
Massachusetts
$210K +$197K +3,200 New
SS
804
Sunbelt Securities
Texas
$209K +$195K +3,174 New
SAM
805
SignalPoint Asset Management
Missouri
$208K +$195K +3,168 New
CA
806
Callahan Advisors
Texas
$207K +$194K +3,150 New
CA
807
Claro Advisors
Massachusetts
$207K +$193K +3,146 New
RWMG
808
Redwood Wealth Management Group
New Jersey
$206K +$192K +3,128 New
WWM
809
Western Wealth Management
Colorado
$205K -$194K -3,149 -50%
GCM
810
Gibraltar Capital Management
Oklahoma
$205K +$191K +3,116 New
UB
811
UMB Bank
Missouri
$204K -$1.11K -18 -0.6%
SIC
812
Salem Investment Counselors
North Carolina
$203K
FCH
813
Freestone Capital Holdings
Washington
$200K +$187K +3,047 New
CFD
814
Creative Financial Designs
Indiana
$199K +$2.52K +41 +1%
AIC
815
Archer Investment Corporation
Indiana
$197K
PA
816
Parallel Advisors
California
$195K -$3.63K -59 -2%
FWM
817
Focused Wealth Management
New York
$194K +$2.46K +40 +1%
SIM
818
Sentry Investment Management
Wisconsin
$193K -$7.31K -119 -4%
AWM
819
Accel Wealth Management
Iowa
$192K -$6.76K -110 -4%
TCOV
820
Trust Company of Vermont
Vermont
$189K -$47.3K -770 -21%
RMC
821
Resources Management Corp
Connecticut
$188K
BWA
822
BDO Wealth Advisors
Florida
$181K
BWP
823
Baldwin Wealth Partners
Massachusetts
$180K
IUHSA
824
Itau Unibanco Holding S.A.
Brazil
$166K -$145K -2,357 -48%
CWP
825
Concord Wealth Partners
Virginia
$164K +$153K +2,493 New