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Name Holding Trade Value Shares
Change
Change in
Stake
CA
676
Claro Advisors
Massachusetts
$237K +$233K +6,820 New
MGIM
677
M&G Investment Management
United Kingdom
$233K +$229K +6,718 New
WP
678
WMS Partners
Maryland
$232K +$228K +6,680 New
F4L
679
Fortune 45 LLC
Louisiana
$231K +$227K +6,660 New
Vanguard Capital Wealth Advisors
680
Vanguard Capital Wealth Advisors
Colorado
$229K +$225K +6,600 New
VAS
681
Vestmark Advisory Solutions
Massachusetts
$229K +$225K +6,585 New
ABLA
682
Alan B. Lancz & Associates
Ohio
$228K +$200K +5,850 New
AI
683
Accredited Investors
Minnesota
$226K +$222K +6,510 New
SHGA
684
Sand Hill Global Advisors
California
$226K +$222K +6,500 New
FFM
685
Forum Financial Management
Illinois
$225K +$221K +6,480 New
LFG
686
Larson Financial Group
Missouri
$225K +$33.5K +982 +18%
NB
687
Nicolet Bankshares
Wisconsin
$224K +$220K +6,450 New
GDP
688
Great Diamond Partners
Maine
$223K +$219K +6,418 New
FHA
689
First Horizon Advisors
Tennessee
$223K +$854 +25 +0.4%
BFG
690
Bleakley Financial Group
New Jersey
$222K +$219K +6,400 New
VFA
691
Voya Financial Advisors
Connecticut
$221K +$215K +6,309 New
HC
692
Henshaw Capital
Massachusetts
$221K -$177K -5,190 -45%
LA
693
LexAurum Advisors
Kansas
$220K -$205K -6,000 -49%
HH
694
Hilltop Holdings
Texas
$219K +$215K +6,300 New
QCG
695
Quadrant Capital Group
Ohio
$218K +$54.4K +1,593 +34%
CIAS
696
Capital Investment Advisory Services
North Carolina
$218K +$215K +6,290 New
BBA
697
BLB&B Advisors
Pennsylvania
$217K +$213K +6,250 New
MW
698
Marcum Wealth
Ohio
$216K +$213K +6,235 New
SGA
699
Seaport Global Advisors
Massachusetts
$216K -$104K -3,042 -33%
BP
700
BBR Partners
New York
$215K +$212K +6,205 New