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Name Holding Trade Value Shares
Change
Change in
Stake
ACIM
551
Azimuth Capital Investment Management
Michigan
$306K -$5.87K -24 -2%
VA
552
Valmark Advisers
Ohio
$304K
FC
553
Farringdon Capital
United Kingdom
$301K +$333K +1,361 New
ECM
554
Evergreen Capital Management
Washington
$299K +$87.8K +359 +36%
WSC
555
Wellington Shields & Co
New York
$299K
PWMAG
556
Pinnacle Wealth Management Advisory Group
New Jersey
$296K -$160K -654 -33%
VT
557
Vise Technologies
New York
$295K
HCM
558
Hengehold Capital Management
Ohio
$290K -$273K -1,115 -46%
PA
559
Procyon Advisors
Connecticut
$290K +$121K +493 +60%
CHAM
560
Clear Harbor Asset Management
Connecticut
$287K -$12.2K -50 -4%
DAS
561
Dynamic Advisor Solutions
Arizona
$283K -$5.87K -24 -2%
SIA
562
Strategic Investment Advisors
Michigan
$283K -$228K -933 -42%
PWS
563
Peterson Wealth Services
Utah
$281K -$122K -499 -28%
CC
564
Courier Capital
New York
$279K +$30.1K +123 +11%
PFG
565
PAX Financial Group
Texas
$278K -$85.1K -348 -22%
FWP
566
Firethorn Wealth Partners
Georgia
$278K -$5.63K -23 -2%
BZWA
567
Blue Zone Wealth Advisors
California
$276K -$6.55M -26,787 -96%
DC
568
Davenport & Co
Virginia
$274K -$104K -427 -26%
WPC
569
Wedmont Private Capital
Pennsylvania
$270K -$53.8K -220 -16%
AWM
570
AE Wealth Management
Kansas
$270K -$704K -2,877 -70%
MA
571
Montag & Associates
Georgia
$265K
SWIG
572
Strategic Wealth Investment Group
Kentucky
$265K -$99.8K -408 -25%
Vontobel Holding
573
Vontobel Holding
Switzerland
$264K +$24.5K +100 +9%
DEA
574
DoubleLine ETF Adviser
Florida
$264K +$292K +1,194 New
CA
575
Clearstead Advisors
Ohio
$263K -$566K -2,312 -66%