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Name Holding Trade Value Shares
Change
Change in
Stake
SMA
301
Sage Mountain Advisors
Georgia
$231K +$218K +5,034 New
AWM
302
Axxcess Wealth Management
California
$230K -$1.48K -34 -0.7%
BIA
303
Benchmark Investment Advisors
Illinois
$229K
BSW
304
Buckingham Strategic Wealth
Missouri
$226K +$2.73K +63 +1%
DWP
305
Daymark Wealth Partners
Ohio
$225K -$7.85K -181 -4%
DWM
306
Drive Wealth Management
Utah
$221K +$3.82K +88 +2%
LCGC
307
Legacy Capital Group California
California
$220K +$208K +4,788 New
TW
308
TritonPoint Wealth
Maryland
$218K -$72.9K -1,679 -26%
MW
309
Marcum Wealth
Ohio
$216K +$1.78K +41 +0.9%
CIM
310
Contravisory Investment Management
Massachusetts
$216K +$204K +4,709 New
Northwestern Mutual Wealth Management
311
Northwestern Mutual Wealth Management
Wisconsin
$216K -$14.5K -334 -7%
BBW
312
Blue Barn Wealth
Utah
$216K +$204K +4,704 New
PGFC
313
Peapack-Gladstone Financial Corp
New Jersey
$214K -$3.25K -75 -2%
DCM
314
DGS Capital Management
New Jersey
$209K +$197K +4,546 New
Fifth Third Bancorp
315
Fifth Third Bancorp
Ohio
$207K +$25.1K +578 +15%
MIP
316
Marietta Investment Partners
Wisconsin
$206K +$195K +4,500 New
BTWM
317
Baker Tilly Wealth Management
Wisconsin
$205K -$165K -3,808 -46%
JIC
318
Johnson Investment Counsel
Ohio
$200K -$82K -1,889 -30%
TRCT
319
Tower Research Capital (TRC)
New York
$196K -$87.5K -2,016 -32%
Jones Financial Companies
320
Jones Financial Companies
Missouri
$195K +$162K +3,725 +703%
AWM
321
Avior Wealth Management
Nebraska
$194K -$51.9K -1,197 -22%
Toronto Dominion Bank
322
Toronto Dominion Bank
Ontario, Canada
$185K -$152K -3,513 -47%
CT
323
Colonial Trust
South Carolina
$174K -$4.69K -108 -3%
SAM
324
Smartleaf Asset Management
Massachusetts
$173K +$32.2K +741 +25%
CLOS
325
Compagnie Lombard Odier SCmA
Switzerland
$165K