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Name Holding Trade Value Shares
Change
Change in
Stake
RS
951
R Squared
Hong Kong
$257K +$267K +560 New
SWM
952
SeaCrest Wealth Management
New York
$254K -$398K -834 -60%
DO
953
denkapparat Operations
Germany
$254K +$264K +554 New
GPW
954
Genesis Private Wealth
Virginia
$253K -$18.1K -38 -6%
BWFA
955
Baltimore-Washington Financial Advisors
Maryland
$253K – – –
SFG
956
Stonebridge Financial Group
California
$252K +$263K +551 New
NWAG
957
Net Worth Advisory Group
Utah
$252K -$36.7K -77 -12%
FHC
958
First Horizon Corporation
Tennessee
$249K -$28.1K -59 -10%
WC
959
Wexford Capital
Florida
$246K +$256K +536 New
MAWA
960
Moss Adams Wealth Advisors
Washington
$244K +$54.8K +115 +28%
WBC
961
Westpac Banking Corp
Australia
$242K -$10K -21 -4%
DWP
962
Daymark Wealth Partners
Ohio
$242K +$252K +528 New
WC
963
Westerkirk Capital
$242K – – –
EDRH
964
Edmond de Rothschild Holding
Switzerland
$242K +$188K +394 +298%
PVI
965
Pine Valley Investments
New Jersey
$241K -$21.5K -45 -8%
MAG
966
Meadowbrook Advisors Group
New Jersey
$240K -$102K -213 -29%
PFG
967
PAX Financial Group
Texas
$240K +$249K +522 New
BA
968
Bluesphere Advisors
Pennsylvania
$239K – – –
BCM
969
Boreal Capital Management
Florida
$239K -$56.7K -119 -19%
GM
970
GeoWealth Management
Illinois
$239K -$166K -348 -40%
PFBT
971
Parkside Financial Bank & Trust
Missouri
$238K -$3.81K -8 -2%
PCM
972
Permanent Capital Management
Illinois
$236K -$10K -21 -4%
BIG
973
Brookwood Investment Group
Arizona
$236K -$64.4K -135 -21%
TCWA
974
Turtle Creek Wealth Advisors
Texas
$235K +$244K +511 New
CB
975
CNB Bank
Pennsylvania
$234K -$159K -333 -40%