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Name Holding Trade Value Shares
Change
Change in
Stake
SG
1026
Strid Group
Pennsylvania
$214K -$45.6K -370 -20%
EW
1027
Evoke Wealth
California
$213K +$155K +1,260 +630%
WT
1028
Whittier Trust
California
$212K -$118K -960 -40%
TC
1029
Truvestments Capital
Florida
$212K -$7.39K -60 -4%
EDRH
1030
Edmond de Rothschild Holding
Switzerland
$212K +$22.2K +180 +14%
LA
1031
LexAurum Advisors
Kansas
$212K +$179K +1,450 New
OAM
1032
Occidental Asset Management
California
$212K +$179K +1,450 New
IIA
1033
IPG Investment Advisors
California
$212K +$179K +1,450 New
PG
1034
Prostatis Group
Maryland
$212K +$179K +1,450 New
OCM
1035
Orion Capital Management
California
$210K
BFIM
1036
Beese Fulmer Investment Management
Ohio
$209K +$176K +1,430 New
HIC
1037
Holderness Investments Company
North Carolina
$209K +$176K +1,430 New
SBL
1038
Sargent Bickham Lagudis
Colorado
$207K
ACG
1039
Allen Capital Group
Nebraska
$206K +$174K +1,410 New
HW
1040
Hancock Whitney
Mississippi
$206K +$174K +1,410 New
TPCW
1041
TD Private Client Wealth
New York
$206K +$69K +560 +66%
TIM
1042
Tortoise Investment Management
New York
$205K
PMA
1043
Prudent Man Advisors
Illinois
$205K +$173K +1,400 New
W
1044
WealthOne
New York
$205K +$173K +1,400 New
WFA
1045
Wellspring Financial Advisors
Ohio
$205K +$173K +1,400 New
LAM
1046
LifePro Asset Management
California
$203K -$19M -154,120 -99%
CFA
1047
Carroll Financial Associates
North Carolina
$203K -$153K -1,240 -47%
FWM
1048
Frontier Wealth Management
Missouri
$203K +$171K +1,390 New
TFA
1049
Toth Financial Advisory
Virginia
$202K
PP
1050
Pacifica Partners
Canada
$202K +$29.6K +240 +21%