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Name Holding Trade Value Shares
Change
Change in
Stake
SC
1226
Searle & Co
Connecticut
$232K
WC
1227
Westhampton Capital
North Carolina
$232K
HIA
1228
Harbor Investment Advisory
Maryland
$231K -$2.22K -20 -0.8%
GW
1229
GW & Wade
Massachusetts
$230K +$275K +2,479 New
SWA
1230
Sutton Wealth Advisors
Florida
$229K -$24.5K -221 -8%
PTB
1231
Pioneer Trust Bank
Oregon
$229K -$27.2K -245 -9%
TMAM
1232
Tokio Marine Asset Management
Japan
$229K -$6K -54 -2%
EHC
1233
Everett Harris & Co
California
$229K +$273K +2,461 New
FNBSF
1234
First National Bank Sioux Falls
South Dakota
$228K -$4K -36 -1%
BFG
1235
Beacon Financial Group
Texas
$228K +$9.77K +88 +4%
RIA
1236
Realta Investment Advisors
Delaware
$227K -$502K -4,517 -65%
AIM
1237
Avity Investment Management
Connecticut
$227K
PWPS
1238
Pinnacle Wealth Planning Services
Ohio
$227K +$31.6K +285 +13%
CFA
1239
CWS Financial Advisors
Michigan
$227K +$196K +1,769 New
OWA
1240
One Wealth Advisors
California
$226K -$44.4K -400 -14%
VSWA
1241
Vontobel Swiss Wealth Advisors
Switzerland
$225K +$269K +2,425 New
IFG
1242
Independent Financial Group
California
$224K +$268K +2,414 New
XM
1243
XTX Markets
New York
$224K +$267K +2,407 New
NIT
1244
NumerixS Investment Technologies
British Columbia, Canada
$223K -$2.16M -19,472 -89%
PWP
1245
Principle Wealth Partners
Connecticut
$221K
RWM
1246
Ritholtz Wealth Management
New York
$221K +$264K +2,374 New
BFM
1247
Boston Financial Management
Massachusetts
$220K
BW
1248
Bison Wealth
Georgia
$219K -$64.4K -580 -20%
LA
1249
LexAurum Advisors
Kansas
$216K -$2K -18 -0.8%
RP
1250
Riverbridge Partners
Minnesota
$216K