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Name Holding Trade Value Shares
Change
Change in
Stake
PA
1251
Parallel Advisors
California
$398K +$59.6K +868 +17%
MWM
1252
Merriman Wealth Management
Washington
$397K -$346K -5,038 -46%
UBG
1253
United Bank (Georgia)
Georgia
$396K -$52.5K -765 -11%
EGM
1254
Engineers Gate Manager
New York
$395K -$1.28M -18,638 -76%
VC
1255
Vicus Capital
Pennsylvania
$395K -$11.4K -166 -3%
MIS
1256
Morningstar Investment Services
Illinois
$395K +$41.4K +603 +11%
XS
1257
XR Securities
Illinois
$395K +$405K +5,898 New
HIM
1258
Hermes Investment Management
United Kingdom
$391K
SCA
1259
Snowden Capital Advisors
New York
$391K -$21.8K -317 -5%
BAM
1260
Belpointe Asset Management
Nevada
$390K +$65.4K +952 +20%
PWPS
1261
Pinnacle Wealth Planning Services
Ohio
$388K +$15K +219 +4%
FAIM
1262
Financial Advocates Investment Management
Washington
$384K -$88.4K -1,287 -18%
AIM
1263
Avity Investment Management
Connecticut
$384K +$58.4K +850 +17%
KA
1264
KLCM Advisors
Wisconsin
$382K -$68.7K -1,000 -15%
S
1265
SimplyRich
California
$376K
MWPCG
1266
Measured Wealth Private Client Group
New Hampshire
$376K +$386K +5,624 New
CCM
1267
Compton Capital Management
Rhode Island
$372K -$13.7K -200 -3%
EWM
1268
Elmwood Wealth Management
California
$371K -$3.43K -50 -0.9%
CISOA
1269
Capital Investment Services of America
Wisconsin
$370K -$51.5K -750 -12%
Cetera Investment Advisers
1270
Cetera Investment Advisers
Illinois
$370K +$2.4K +35 +0.6%
AAC
1271
Asset Advisors Corp
Georgia
$369K
TF
1272
Tompkins Financial
New York
$368K -$13.7K -200 -4%
WRM
1273
Weybosset Research & Management
Rhode Island
$365K
BEC
1274
Blue Edge Capital
Virginia
$363K
MCM
1275
MV Capital Management
Maryland
$363K -$19K -277 -5%