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Name Holding Trade Value Shares
Change
Change in
Stake
PWLP
351
Prio Wealth Limited Partnership
Massachusetts
$374K
BAM
352
Belpointe Asset Management
Nevada
$372K -$27.4K -800 -6%
WAM
353
World Asset Management
Michigan
$371K -$80.1K -2,340 -16%
CAPTRUST Financial Advisors
354
CAPTRUST Financial Advisors
North Carolina
$369K -$99.6K -2,910 -20%
QCM
355
Quest Capital Management
Texas
$361K -$2.74K -80 -0.7%
MC
356
Moors & Cabot
Massachusetts
$356K -$75.7K -2,210 -16%
ACI
357
Alpha Cubed Investments
California
$350K +$20.5K +600 +6%
MAM
358
Mastrapasqua Asset Management
Tennessee
$343K
WSTAM
359
Wilbanks Smith & Thomas Asset Management
Virginia
$341K +$19.9K +580 +6%
V
360
Veritable
Delaware
$340K -$13.4K -390 -3%
DWT
361
Dorsey & Whitney Trust
South Dakota
$336K +$369K +10,780 New
BS
362
Banco Santander
Spain
$334K +$88K +2,570 +32%
NCM
363
Northstar Capital Management
New York
$330K +$212K +6,180 +140%
PWPS
364
Pinnacle Wealth Planning Services
Ohio
$329K -$112K -3,280 -24%
1WA
365
180 Wealth Advisors
Washington
$329K +$342K +10,000 New
RIA
366
Realta Investment Advisors
Delaware
$328K +$1.03K +30 +0.3%
BC
367
Brinker Capital
Pennsylvania
$327K +$71.9K +2,100 +25%
ACM
368
Alpha Capital Management
Texas
$327K +$360K +10,500 New
NSAM
369
North Star Asset Management
Wisconsin
$324K +$8.56K +250 +2%
BCA
370
Berman Capital Advisors
Georgia
$324K +$353K +10,310 +10,310%
PNC
371
Park National Corp
Ohio
$316K -$150K -4,380 -30%
APA
372
American Portfolios Advisors
New York
$316K -$72.2K -2,110 -17%
IC
373
Intersect Capital
California
$312K +$17.1K +500 +5%
SYBT
374
Stock Yards Bank & Trust
Kentucky
$311K
SFS
375
Sowell Financial Services
Arkansas
$311K +$342K +9,980 New