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Name Holding Trade Value Shares
Change
Change in
Stake
PWM
426
Perigon Wealth Management
California
$306K -$13.1K -129 -4%
BAAM
427
Baker Avenue Asset Management
California
$306K +$15.6K +154 +6%
SC
428
Shay Capital
New York
$304K +$284K +2,800 New
BAM
429
Belpointe Asset Management
Nevada
$303K +$283K +2,792 New
SMFG
430
Sumitomo Mitsui Financial Group
Japan
$300K +$274K +2,700 New
JWCA
431
J.W. Cole Advisors
Florida
$298K -$8.02K -79 -2%
SF
432
Summit Financial
New Jersey
$297K -$47.9K -472 -15%
RA
433
RFG Advisory
Alabama
$296K +$40.5K +399 +17%
VCM
434
Versant Capital Management
Arizona
$293K +$57.5K +567 +27%
WIA
435
World Investment Advisors
California
$291K +$273K +2,685 New
UCFA
436
United Capital Financial Advisors
Texas
$289K +$14K +138 +5%
GSEP
437
Golden State Equity Partners
California
$289K -$14K -138 -5%
CWM
438
Cornerstone Wealth Management
Missouri
$288K -$7.1K -70 -3%
NEI
439
Northwest & Ethical Investments
Ontario, Canada
$288K +$264K +2,600 New
OL
440
Optas LLC
Texas
$288K +$269K +2,652 New
WS
441
Wedbush Securities
California
$282K -$13.6K -134 -5%
BCI
442
Brinker Capital Investments
Pennsylvania
$280K -$8.12K -80 -3%
TCA
443
Transcend Capital Advisors
New Jersey
$280K +$18.3K +180 +7%
PPW
444
Parcion Private Wealth
Washington
$279K +$261K +2,572 New
AT
445
American Trust
Kentucky
$279K +$30.4K +300 +13%
Kovitz Investment Group Partners
446
Kovitz Investment Group Partners
Illinois
$278K -$109K -1,073 -30%
SS
447
SBI Securities
Japan
$278K -$207K -2,036 -44%
AWA
448
Arkadios Wealth Advisors
Georgia
$275K -$51.6K -508 -17%
SC
449
Scotia Capital
Ontario, Canada
$275K -$55.7K -549 -18%
JCM
450
Jag Capital Management
Missouri
$274K +$256K +2,523 New