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Name Holding Trade Value Shares
Change
Change in
Stake
SB
801
Sunflower Bank
Texas
$256K +$235K +1,900 New
CW
802
CreativeOne Wealth
Kansas
$254K +$233K +1,885 New
LWMM
803
Legacy Wealth Management (Mississippi)
Mississippi
$254K
HI
804
Harrington Investments
California
$253K
PWM
805
Perigon Wealth Management
California
$252K +$231K +1,872 New
PP
806
Patten & Patten
Tennessee
$250K
CIP
807
Convergence Investment Partners
Florida
$249K +$228K +1,845 New
DWA
808
Douglass Winthrop Advisors
New York
$246K
CFG
809
Citizens Financial Group
Rhode Island
$244K +$223K +1,807 New
NL
810
NWAM LLC
Washington
$241K +$221K +1,785 New
EWA
811
Exencial Wealth Advisors
Oklahoma
$240K +$220K +1,781 New
WAP
812
Wealthcare Advisory Partners
Pennsylvania
$237K +$217K +1,759 New
FFA
813
First Foundation Advisors
California
$236K +$216K +1,751 New
MA
814
MUFG Americas
New York
$234K -$1.69M -13,665 -89%
KPWS
815
Kestra Private Wealth Services
Texas
$233K +$216K +1,746 New
GWM
816
Geneos Wealth Management
Colorado
$229K +$78.9K +639 +43%
VAS
817
Vestmark Advisory Solutions
Massachusetts
$228K +$209K +1,691 New
ICM
818
IMS Capital Management
Oregon
$225K +$206K +1,667 New
KA
819
Kovack Advisors
Florida
$221K +$202K +1,638 New
TCM
820
Tradewinds Capital Management
Washington
$219K
MFG
821
Magnus Financial Group
New York
$219K +$201K +1,625 New
DWM
822
Darwin Wealth Management
Florida
$218K +$200K +1,620 New
E
823
Ergoteles
New York
$216K -$4.18M -33,800 -95%
MA
824
MJP Associates
Connecticut
$216K +$198K +1,603 New
PFGIA
825
Patriot Financial Group Insurance Agency
Massachusetts
$215K +$54.7K +443 +38%