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Name Holding Trade Value Shares
Change
Change in
Stake
WANY
1201
Wealthspire Advisors (New York)
New York
$248K -$54.2K -1,075 -19%
CCG
1202
Ceeto Capital Group
Florida
$248K
NPF
1203
Norris Perne & French
Michigan
$248K +$15.7K +312 +7%
PA
1204
Procyon Advisors
Connecticut
$248K -$22.4K -444 -9%
KLCM
1205
KG&L Capital Management
Louisiana
$247K -$10.1K -200 -5%
RAM
1206
Roanoke Asset Management
New Jersey
$247K
PCS
1207
Personal CFO Solutions
New Jersey
$247K +$227K +4,504 New
ETC
1208
Exchange Traded Concepts
Oklahoma
$246K -$832K -16,507 -79%
SIA
1209
Soltis Investment Advisors
Utah
$245K +$7.21K +143 +3%
FAM
1210
Formidable Asset Management
Ohio
$245K +$225K +4,464 New
MWM
1211
Mission Wealth Management
California
$245K +$225K +4,462 New
PVI
1212
Pine Valley Investments
New Jersey
$243K +$29.2K +580 +15%
SCI
1213
S&CO Inc
Massachusetts
$243K
HCP
1214
Hexagon Capital Partners
Arkansas
$243K +$16.5K +327 +8%
CBOR
1215
Community Bank of Raymore
Missouri
$243K +$223K +4,430 New
CAG
1216
Crestwood Advisors Group
Massachusetts
$242K +$20.3K +403 +10%
LCM
1217
LCM Capital Management
Illinois
$242K +$151 +3 +0.1%
LFA
1218
Legacy Financial Advisors
Kentucky
$241K +$7.71K +153 +4%
CCA
1219
Cobblestone Capital Advisors
New York
$240K +$221K +4,383 New
CIA
1220
Cladis Investment Advisory
Montana
$240K -$2.27K -45 -1%
IFU
1221
iSAM Funds (UK)
United Kingdom
$239K -$938K -18,598 -81%
RG
1222
Richelieu Gestion
France
$239K -$186K -3,684 -46%
BW
1223
Bison Wealth
Georgia
$239K +$1.06K +21 +0.5%
SSB
1224
Sandy Spring Bank
Maryland
$238K +$50.5K +1,001 +30%
CT
1225
Cambridge Trust
Massachusetts
$236K -$2.52K -50 -1%