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Name Holding Trade Value Shares
Change
Change in
Stake
LCS
1101
Levin Capital Strategies
New York
$257K
BHWM
1102
Bar Harbor Wealth Management
New Hampshire
$256K -$37.6K -1,080 -13%
VWM
1103
Venturi Wealth Management
Texas
$253K +$256K +7,370 New
SCM
1104
Sterneck Capital Management
Missouri
$253K +$18.1K +519 +8%
EWA
1105
EverSource Wealth Advisors
Alabama
$252K -$45.5K -1,308 -15%
CAG
1106
Crestwood Advisors Group
Massachusetts
$251K +$255K +7,316 New
NW
1107
NewEdge Wealth
Pennsylvania
$250K -$722K -20,735 -75%
RCA
1108
Resonant Capital Advisors
Wisconsin
$248K +$4.66K +134 +2%
DTC
1109
Davidson Trust Company
Washington
$242K
KWM
1110
KW Wealth Management
California
$242K +$245K +7,038 New
AW
1111
Avion Wealth
Texas
$239K +$153K +4,394 +170%
RFP
1112
Roth Financial Partners
Texas
$237K
DWM
1113
Daner Wealth Management
Georgia
$237K +$253K +7,266 New
LA
1114
LexAurum Advisors
Kansas
$237K -$189K -5,434 -44%
EHC
1115
Everett Harris & Co
California
$236K
HH
1116
Hilltop Holdings
Texas
$236K -$108K -3,110 -31%
TFA
1117
Transamerica Financial Advisors
Florida
$235K +$54.6K +1,568 +30%
CAAS
1118
Capital Asset Advisory Services
Michigan
$235K +$26.9K +772 +13%
BT
1119
Banque Transatlantique
France
$235K -$39.7K -1,140 -14%
WAAG
1120
Wealth Alliance Advisory Group
Kansas
$233K -$25.7K -738 -10%
FF
1121
Francis Financial
$232K +$1.32K +38 +0.6%
GRP
1122
Global Retirement Partners
California
$232K -$17.6K -505 -7%
GS
1123
GTS Securities
Florida
$231K -$841K -24,168 -78%
RB
1124
Rodgers Brothers
Pennsylvania
$231K -$3.48K -100 -1%
CCM
1125
Compass Capital Management
Minnesota
$231K -$49.5K -1,422 -17%