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Name Holding Trade Value Shares
Change
Change in
Stake
TCOTS
1426
Trust Company of the South
North Carolina
$363K -$7.2K -58 -2%
ACM
1427
Alta Capital Management
Utah
$362K -$46.5K -374 -12%
PAG
1428
Paladin Advisory Group
Iowa
$361K
KPF
1429
K2 Principal Fund
Ontario, Canada
$361K +$329K +2,650 New
HWAM
1430
Hennion & Walsh Asset Management
New Jersey
$361K +$329K +2,650 New
FWM
1431
FMB Wealth Management
California
$359K
RA
1432
RFG Advisory
Alabama
$359K +$47.8K +385 +17%
WWC
1433
Waypoint Wealth Counsel
Georgia
$355K +$324K +2,611 New
JE
1434
JMAC Enterprises
Pennsylvania
$354K
CC
1435
Courier Capital
New York
$353K
NP
1436
NorthRock Partners
Minnesota
$350K +$319K +2,565 New
C1AG
1437
Client 1st Advisory Group
Florida
$349K +$67.2K +541 +27%
AWAP
1438
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$349K +$6.71K +54 +2%
MAM
1439
Milestone Asset Management
Pennsylvania
$347K +$317K +2,553 New
GLA
1440
Good Life Advisors
Pennsylvania
$347K +$46.8K +377 +17%
AIS
1441
AM Investment Strategies
Tennessee
$346K
CG
1442
Clarus Group
Texas
$345K
PWG
1443
Portside Wealth Group
Utah
$344K +$314K +2,528 New
OL
1444
Optas LLC
Texas
$344K -$34.4K -277 -10%
HT
1445
Heritage Trust
Oklahoma
$344K +$314K +2,525 New
IIA
1446
IPG Investment Advisors
California
$343K -$802K -6,459 -72%
CAG
1447
Crestwood Advisors Group
Massachusetts
$342K +$25.6K +206 +9%
CA
1448
Claro Advisors
Massachusetts
$342K +$27.9K +225 +10%
LSA
1449
Lion Street Advisors
Texas
$341K
SPWM
1450
Straight Path Wealth Management
Michigan
$340K