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Name Holding Trade Value Shares
Change
Change in
Stake
EA
326
Ellsworth Advisors
Ohio
$586K +$87.8K +1,806 +20%
BIP
327
Blueprint Investment Partners
North Carolina
$585K +$276K +5,670 +112%
CAM
328
Cypress Asset Management
Texas
$582K -$12.2K -250 -2%
CP
329
Covenant Partners
Tennessee
$580K +$518K +10,655 New
CWP
330
Capital Wealth Planning
Florida
$575K +$514K +10,560 New
PCM
331
Penserra Capital Management
California
$574K +$374K +7,680 +267%
GSWM
332
Greenup Street Wealth Management
Michigan
$574K +$513K +10,545 New
AWS
333
Atria Wealth Solutions
New York
$572K +$252K +5,191 +97%
HF
334
HRT Financial
New York
$567K +$507K +10,429 New
XF
335
XML Financial
Maryland
$563K -$14.3K -294 -3%
AGC
336
Aspen Grove Capital
Colorado
$562K +$33.9K +696 +7%
CA
337
Cetera Advisors
Colorado
$557K +$42.9K +881 +9%
PWPS
338
Pinnacle Wealth Planning Services
Ohio
$555K -$59.2K -1,217 -11%
OC
339
Oppenheimer & Co
New York
$554K -$6.18K -127 -1%
AA
340
AlphaCentric Advisors
Puerto Rico
$544K -$486K -10,000 -50%
DA
341
DCF Advisers
Connecticut
$539K -$224K -4,600 -32%
FCM
342
Fourpath Capital Management
Oklahoma
$533K +$476K +9,789 New
WAM
343
Weatherly Asset Management
California
$525K -$3.65K -75 -0.8%
CT
344
Caldwell Trust
Florida
$523K +$24.9K +512 +6%
CIA
345
Cohen Investment Advisors
New Hampshire
$519K +$19.3K +396 +4%
RMAM
346
Raab & Moskowitz Asset Management
New Jersey
$513K -$36.5K -750 -7%
DCM
347
DGS Capital Management
New Jersey
$512K +$25.2K +519 +6%
CGL
348
Clarius Group LLC
Washington
$511K -$28.7K -591 -6%
RCAG
349
Rehmann Capital Advisory Group
Michigan
$503K +$146K +3,001 +48%
SAM
350
Secure Asset Management
Michigan
$495K -$81.5K -1,676 -16%