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Name Holding Trade Value Shares
Change
Change in
Stake
PWAG
551
Polaris Wealth Advisory Group
California
$347K +$220K +10,125 New
JWBC
552
John W. Brooker & Co
California
$344K +$267K +12,330 New
SW
553
SVB Wealth
Massachusetts
$344K +$268K +12,345 New
MFS
554
Madrona Financial Services
Washington
$342K -$4.88K -225 -2%
PIA
555
Perennial Investment Advisors
California
$342K +$266K +12,270 New
BCM
556
Bienville Capital Management
New York
$341K +$265K +12,210 New
FWCM
557
Ferguson Wellman Capital Management
Oregon
$338K -$11.4K -525 -4%
LC
558
Lavaca Capital
Texas
$335K +$260K +12,000 New
MSS
559
Mitchell Sinkler & Starr
Pennsylvania
$335K +$260K +12,000 New
MMA
560
Miracle Mile Advisors
California
$334K +$260K +11,985 New
TPWA
561
TRUE Private Wealth Advisors
Oregon
$334K +$260K +12,000 New
CGH
562
Crossmark Global Holdings
Texas
$333K +$259K +11,955 New
AWM
563
Absher Wealth Management
North Carolina
$331K +$190K +8,745 New
BAM
564
Belpointe Asset Management
Nevada
$329K +$101K +4,635 +65%
PWLP
565
Prio Wealth Limited Partnership
Massachusetts
$326K +$254K +11,700 New
S
566
SignatureFD
Georgia
$325K -$35.5K -1,635 -12%
CWM
567
Centric Wealth Management
Illinois
$319K -$81.3K -3,750 -25%
VCP
568
Verus Capital Partners
Arizona
$319K +$248K +11,430 New
VFA
569
Voya Financial Advisors
Connecticut
$318K -$29.3K -1,350 -11%
SFG
570
SNS Financial Group
Minnesota
$318K
GJIC
571
Gamble Jones Investment Counsel
California
$316K +$246K +11,325 New
DC
572
Davenport & Co
Virginia
$310K +$241K +11,115 New
HCM
573
Hollencrest Capital Management
California
$308K +$239K +11,040 New
SWM
574
SVA Wealth Management
Wisconsin
$308K +$240K +11,055 New
SWMG
575
Strategic Wealth Management Group
Maryland
$306K +$238K +10,965 New