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Name Holding Trade Value Shares
Change
Change in
Stake
BWP
76
Baldwin Wealth Partners
Massachusetts
$392K
DTC
77
Davidson Trust Company
Washington
$384K +$382K +10,300 New
PWM
78
Perigon Wealth Management
California
$366K +$160K +4,301 +78%
AIM
79
Anchor Investment Management
South Carolina
$361K -$18.6K -500 -5%
Cambridge Investment Research Advisors
80
Cambridge Investment Research Advisors
Iowa
$355K +$20.4K +550 +6%
JP Morgan Chase
81
JP Morgan Chase
New York
$343K -$39K -1,050 -10%
GIA
82
Gladstone Institutional Advisory
Florida
$325K +$323K +8,705 New
KPWS
83
Kestra Private Wealth Services
Texas
$304K +$29.7K +800 +11%
Northern Trust
84
Northern Trust
Illinois
$304K +$302K +8,145 New
PFGIA
85
Patriot Financial Group Insurance Agency
Massachusetts
$299K +$3.53K +95 +1%
AWM
86
Apollon Wealth Management
South Carolina
$297K
Lido Advisors
87
Lido Advisors
California
$286K
AIA
88
Arrow Investment Advisors
Maryland
$283K -$27K -727 -9%
GC
89
Guggenheim Capital
Illinois
$266K -$35.8K -965 -12%
MFW
90
Meristem Family Wealth
Minnesota
$261K
SNBOSCI
91
Security National Bank of Sioux City Iowa
Iowa
$261K +$260K +7,000 New
CAN
92
Claraphi Advisory Network
United States
$254K +$22.9K +617 +10%
WS
93
Wedbush Securities
California
$252K +$40.5K +1,092 +19%
BFEC
94
Benjamin F. Edwards & Company
Missouri
$250K
SWP
95
Stratos Wealth Partners
Ohio
$232K +$11.2K +301 +5%
AP
96
Americana Partners
Texas
$231K
MAFM
97
Mid Atlantic Financial Management
Pennsylvania
$225K -$25.5K -686 -10%
TWM
98
Tradition Wealth Management
Minnesota
$218K +$2.27K +61 +1%
MA
99
Mutual Advisors
Nebraska
$218K +$10.7K +288 +5%
JIP
100
Jaffetilchin Investment Partners
Florida
$215K +$4.71K +127 +2%