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Name Holding Trade Value Shares
Change
Change in
Stake
GWS
1276
Glassman Wealth Services
Virginia
$202K +$1.44K +16 +0.7%
RCM
1277
Regency Capital Management
Hawaii
$202K +$195K +2,171 New
FT
1278
Fiduciary Trust
Massachusetts
$201K +$194K +2,163 New
XSC
1279
X-Square Capital
Puerto Rico
$201K +$194K +2,156 New
RCG
1280
Regatta Capital Group
California
$200K – – –
LOIM
1281
Liberty One Investment Management
Illinois
$198K -$1.79K -20 -0.9%
DC
1282
Dantai Capital
Hong Kong
$195K +$189K +2,100 New
GWSG
1283
GPS Wealth Strategies Group
Colorado
$194K +$187K +2,088 New
EAM
1284
Eventide Asset Management
Massachusetts
$189K +$43.4K +483 +31%
BAAM
1285
Baker Avenue Asset Management
California
$187K +$19.6K +218 +12%
RCG
1286
Rock Creek Group
District of Columbia
$181K +$175K +1,950 New
AA
1287
Addison Advisors
Vermont
$181K -$26K -290 -13%
IWP
1288
Icon Wealth Partners
Texas
$171K +$165K +1,838 New
JWA
1289
JFS Wealth Advisors
Pennsylvania
$163K +$10.6K +118 +7%
SWA
1290
SOA Wealth Advisors
New York
$158K – – –
CA
1291
Clearstead Advisors
Ohio
$156K -$62.3K -694 -29%
AI
1292
AXS Investments
New York
$150K +$145K +1,615 New
TAIM
1293
TD Ameritrade Investment Management
Nebraska
$150K -$83.3K -928 -37%
NFSG
1294
Newbridge Financial Services Group
Florida
$149K +$18.3K +204 +15%
AT
1295
Avalon Trust
New Mexico
$149K +$144K +1,599 New
AP
1296
Arlington Partners
Alabama
$142K – – –
PCTC
1297
Perkins Coie Trust Company
Washington
$139K – – –
KTC
1298
Kistler-Tiffany Companies
Pennsylvania
$137K – – –
TFM
1299
TFC Financial Management
Massachusetts
$137K +$8.26K +92 +7%
BHWM
1300
Beaird Harris Wealth Management
Texas
$132K – – –