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Name Holding Trade Value Shares
Change
Change in
Stake
SWM
326
Silverlake Wealth Management
Vermont
$225K +$219K +2,000 New
Carson Wealth (CWM LLC)
327
Carson Wealth (CWM LLC)
Nebraska
$220K +$213K +1,949 New
Koshinski Asset Management
328
Koshinski Asset Management
Illinois
$219K -$73.4K -672 -26%
FFS
329
Founders Financial Securities
Maryland
$219K +$213K +1,945 New
RHJA
330
Rice Hall James & Associates
California
$216K +$209K +1,915 New
PGFC
331
Peapack-Gladstone Financial Corp
New Jersey
$211K +$205K +1,876 New
JFGIW
332
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$210K +$27.9K +255 +16%
MIM
333
MTM Investment Management
South Carolina
$204K +$198K +1,809 New
M&T Bank
334
M&T Bank
New York
$202K +$196K +1,791 New
BPA
335
Beacon Pointe Advisors
California
$201K +$195K +1,782 New
CI Investments Inc
336
CI Investments Inc
Ontario, Canada
$195K -$52.3K -479 -22%
GWM
337
Geneos Wealth Management
Colorado
$192K +$13.2K +121 +8%
TFP
338
Tilia Fiduciary Partners
North Carolina
$173K +$168K +1,536 New
VanEck Associates
339
VanEck Associates
New York
$166K +$19.5K +178 +14%
CIP
340
Convergence Investment Partners
Florida
$163K -$51.1K -468 -24%
KBC Group
341
KBC Group
Belgium
$139K – – –
LSA
342
Leonteq Securities AG
Switzerland
$136K -$51.4K -470 -28%
BCA
343
Bray Capital Advisors
Florida
$135K – – –
Fifth Third Bancorp
344
Fifth Third Bancorp
Ohio
$127K +$5.68K +52 +5%
CAPTRUST Financial Advisors
345
CAPTRUST Financial Advisors
North Carolina
$119K -$22.9K -210 -17%
WT
346
Washington Trust
Rhode Island
$118K +$2.62K +24 +2%
SWM
347
Spire Wealth Management
Virginia
$110K +$29.9K +274 +39%
STCOSD
348
Sageworth Trust Company of South Dakota
South Dakota
$106K +$103K +938 New
QCG
349
Quadrant Capital Group
Ohio
$105K – – –
GWS
350
Glassman Wealth Services
Virginia
$103K +$328 +3 +0.3%