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Name Holding Trade Value Shares
Change
Change in
Stake
BHWM
251
Beaird Harris Wealth Management
Texas
$20.1K – – –
MCM
252
Manchester Capital Management
Vermont
$17.5K +$19.1K +536 New
BWA
253
Basecamp Wealth Advisors
Washington
$17.2K +$18.9K +529 New
WW
254
Winnow Wealth
Texas
$15.8K – – –
AAP
255
Arax Advisory Partners
Colorado
$15.2K +$12.3K +346 +286%
SWP
256
Strategic Wealth Partners
Ohio
$15.2K – – –
PWPS
257
Pinnacle Wealth Planning Services
Ohio
$14.5K +$15.8K +444 New
TFA
258
Transamerica Financial Advisors
Florida
$14K +$9.55K +268 +165%
PP
259
Pacifica Partners
Canada
$13.7K +$15.4K +432 New
BTI
260
Blue Trust Inc
Georgia
$13.5K +$3.71K +104 +34%
Carson Wealth (CWM LLC)
261
Carson Wealth (CWM LLC)
Nebraska
$13K -$392 -11 -3%
LFG
262
Larson Financial Group
Missouri
$13K +$11.7K +327 +461%
SS
263
SBI Securities
Japan
$12.1K +$1.82K +51 +16%
PB
264
Pinnacle Bancorp
Nebraska
$9.94K – – –
MA
265
Montag & Associates
Georgia
$9.09K – – –
DMIC
266
Dixon Mitchell Investment Counsel
British Columbia, Canada
$8.48K +$4.1K +115 +79%
UBS AM
267
UBS AM
Illinois
$8.02K +$8.77K +246 New
SAM
268
Smartleaf Asset Management
Massachusetts
$5.91K +$5.35K +150 +517%
QCG
269
Quadrant Capital Group
Ohio
$5.25K – – –
UB
270
UMB Bank
Missouri
$5.25K +$1.03K +29 +22%
CFB
271
Cullen/Frost Bankers
Texas
$3.96K – – –
HNW
272
High Note Wealth
Minnesota
$3.65K – – –
CFM
273
Cornerstone Financial Management
Massachusetts
$3.62K +$3.96K +111 New
LI
274
Louisbourg Investments
New Brunswick, Canada
$3.59K – – –
TCM
275
Tradewinds Capital Management
Washington
$3.26K – – –