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Name Holding Trade Value Shares
Change
Change in
Stake
RWB
426
RMR Wealth Builders
New Jersey
$228K +$218K +12,570 New
PMA
427
Prudent Man Advisors
Illinois
$227K +$217K +12,530 New
SW
428
SkyOak Wealth
Michigan
$227K +$217K +12,500 New
AC
429
Avestar Capital
New York
$226K +$216K +12,485 New
APWM
430
Argonautica Private Wealth Management
Massachusetts
$226K -$21.1K -1,220 -9%
KeyBank National Association
431
KeyBank National Association
Ohio
$222K -$70.5K -4,065 -25%
AGC
432
Aspen Grove Capital
Colorado
$220K +$210K +12,130 New
DLA
433
Douglas Lane & Associates
New York
$219K +$209K +12,060 New
AAS
434
Avantax Advisory Services
Texas
$217K +$207K +11,945 New
OFS
435
OneAscent Financial Services
Alabama
$216K +$206K +11,905 New
RG
436
Richelieu Gestion
France
$214K – – –
WS
437
Wedbush Securities
California
$213K +$204K +11,745 New
9WM
438
9258 Wealth Management
Ohio
$211K +$202K +11,640 New
BCM
439
Brookstone Capital Management
Illinois
$210K +$200K +11,535 New
BJL
440
Brighton Jones LLC
Washington
$210K -$28.2K -1,625 -12%
CA
441
Cetera Advisors
Colorado
$209K +$200K +11,550 New
AWM
442
Apollon Wealth Management
South Carolina
$209K +$200K +11,520 New
IWM
443
IHT Wealth Management
Illinois
$205K +$196K +11,320 New
BIC
444
Beach Investment Counsel
Pennsylvania
$202K -$69.3K -4,000 -26%
AWM
445
Axxcess Wealth Management
California
$202K +$193K +11,140 New
SIA
446
Strategic Investment Advisors
Michigan
$200K +$191K +11,035 New
CA
447
Crewe Advisors
Utah
$191K – – –
BTI
448
Blue Trust Inc
Georgia
$191K -$379K -21,875 -64%
CFGS
449
Concourse Financial Group Securities
Alabama
$188K -$15.3K -885 -8%
BAM
450
Berkshire Asset Management
Pennsylvania
$177K +$191K +11,040 New