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Name Holding Trade Value Shares
Change
Change in
Stake
SMA
451
Sage Mountain Advisors
Georgia
$229K +$210K +12,080 New
SWA
452
Stratos Wealth Advisors
Ohio
$228K +$209K +12,055 New
HAG
453
HighPoint Advisor Group
Illinois
$224K +$226K +13,035 New
WSTAM
454
Wilbanks Smith & Thomas Asset Management
Virginia
$223K -$87K -5,015 -30%
DekaBank Deutsche Girozentrale
455
DekaBank Deutsche Girozentrale
Germany
$221K
9WM
456
9258 Wealth Management
Ohio
$221K +$202K +11,645 New
CSA
457
Cottage Street Advisors
Massachusetts
$219K +$202K +11,670 New
AAS
458
Avantax Advisory Services
Texas
$219K -$33.2K -1,915 -14%
PIM
459
Penobscot Investment Management
Massachusetts
$218K +$200K +11,505 New
DWM
460
Drive Wealth Management
Utah
$216K +$198K +11,400 New
BCM
461
Brookstone Capital Management
Illinois
$216K +$198K +11,390 New
CG
462
Cynosure Group
Utah
$214K +$196K +11,325 New
MCM
463
Manchester Capital Management
Vermont
$214K +$31.9K +1,840 +20%
ICG
464
InterOcean Capital Group
Tennessee
$212K +$194K +11,205 New
BIC
465
Beach Investment Counsel
Pennsylvania
$211K +$193K +11,125 New
BAM
466
Berkshire Asset Management
Pennsylvania
$211K +$193K +11,125 New
NG
467
Norden Group
Utah
$210K -$299K -17,225 -61%
EWM
468
Edge Wealth Management
New York
$208K +$191K +11,000 New
IWM
469
IHT Wealth Management
Illinois
$207K +$190K +10,925 New
RWB
470
RMR Wealth Builders
New Jersey
$202K -$32.9K -1,895 -15%
AC
471
Avestar Capital
New York
$201K -$40.3K -2,325 -18%
Allspring Global Investments
472
Allspring Global Investments
North Carolina
$199K +$52.9K +3,050 +41%
AA
473
Addison Advisors
Vermont
$199K +$18.6K +1,075 +11%
AT
474
Arlington Trust
Alabama
$193K +$4.34K +250 +3%
CIM
475
Contravisory Investment Management
Massachusetts
$187K +$11K +635 +7%