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Name Holding Trade Value Shares
Change
Change in
Stake
KWA
851
Kingswood Wealth Advisors
California
$215K +$258K +1,332 New
EPA
852
Element Pointe Advisors
Florida
$215K +$1.16K +6 +0.5%
EWM
853
Evercore Wealth Management
New York
$214K
TCOO
854
Trust Company of Oklahoma
Oklahoma
$214K +$194 +1 +0.1%
DWA
855
Delap Wealth Advisory
Oregon
$213K +$256K +1,321 New
BWP
856
Balboa Wealth Partners
Arizona
$213K +$255K +1,317 New
FP
857
Financial Perspectives
Minnesota
$212K -$62.2K -321 -20%
LOIM
858
Liberty One Investment Management
Illinois
$212K +$32.2K +166 +14%
FB
859
Fulton Bank
Pennsylvania
$212K +$254K +1,310 New
PIA
860
Powell Investment Advisors
Florida
$211K
AFP
861
Ausdal Financial Partners
Iowa
$209K +$26.4K +136 +12%
FCM
862
Fourpath Capital Management
Oklahoma
$208K -$2.52K -13 -1%
AF
863
Alerus Financial
North Dakota
$207K
SC
864
Savant Capital
Illinois
$205K +$246K +1,271 New
WDG
865
Wealth Dimensions Group
Ohio
$205K +$246K +1,270 New
BFIC
866
Bedell Frazier Investment Counselling
California
$204K +$245K +1,264 New
PCM
867
Prelude Capital Management
New York
$204K +$244K +1,260 New
HIA
868
Harbor Investment Advisory
Maryland
$202K -$19.4K -100 -7%
Fayez Sarofim & Co
869
Fayez Sarofim & Co
Texas
$202K
SAG
870
Spotlight Asset Group
Illinois
$202K +$77.6K +400 +47%
CI Investments Inc
871
CI Investments Inc
Ontario, Canada
$195K -$269K -1,386 -53%
GCM
872
Gables Capital Management
Florida
$188K -$97K -500 -30%
UID
873
Union Investments & Development
Israel
$186K +$223K +1,150 New
AA
874
Ancora Advisors
Ohio
$184K +$194K +1,000 +730%
AF
875
Advisornet Financial
Minnesota
$183K +$5.04K +26 +2%