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Name Holding Trade Value Shares
Change
Change in
Stake
STA
651
Summit Trail Advisors
New York
$250K +$510 +6 +0.2%
Capstone Investment Advisors
652
Capstone Investment Advisors
New York
$250K +$250K +2,944 New
UCB
653
United Community Bank
South Carolina
$249K +$229K +2,687 +1,088%
FIA
654
Foundations Investment Advisors
Arizona
$248K +$3.06K +36 +1%
DBRC
655
D.B. Root & Company
Pennsylvania
$246K +$19.8K +233 +9%
TA
656
Trellis Advisors
Washington
$246K
DC
657
Davenport & Co
Virginia
$245K +$245K +2,882 New
PCS
658
Personal CFO Solutions
New Jersey
$244K -$6.29K -74 -3%
RB
659
Renasant Bank
Mississippi
$241K -$13.4K -157 -5%
ESCM
660
Echo Street Capital Management
New York
$240K +$240K +2,822 New
IFWM
661
Institute for Wealth Management
Colorado
$236K
CAG
662
Crestwood Advisors Group
Massachusetts
$233K +$233K +2,738 New
SFP
663
Sweet Financial Partners
Minnesota
$233K
SCG
664
Sonata Capital Group
Washington
$232K +$232K +2,730 New
SIA
665
Soltis Investment Advisors
Utah
$231K +$14.7K +173 +7%
WW
666
Westshore Wealth
California
$231K
SEC
667
Seven Eight Capital
New York
$230K -$1.52M -17,912 -87%
SPC
668
Sigma Planning Corp
Michigan
$228K +$5.53K +65 +2%
FCP
669
Fidelis Capital Partners
Florida
$228K +$2.47K +29 +1%
JMFC
670
J.M. Forbes & Co
Massachusetts
$227K
GIA
671
Gateway Investment Advisers
Ohio
$227K -$2.38K -28 -1%
RPWA
672
Regent Peak Wealth Advisors
Georgia
$227K -$1.45K -17 -0.6%
HWM
673
Hohimer Wealth Management
Washington
$222K
AA
674
AlphaCentric Advisors
Puerto Rico
$221K -$29.1K -342 -12%
GL
675
Graypoint LLC
New York
$221K +$221K +2,598 New