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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
376
Accurate Wealth Management
Florida
$264K -$124K -3,290 -32%
SCM
377
Sterling Capital Management
North Carolina
$263K -$525K -13,964 -66%
SCM
378
Shelton Capital Management
Colorado
$263K +$271K +7,208 New
BWCS
379
Beirne Wealth Consulting Services
Connecticut
$258K
WG
380
Winton Group
United Kingdom
$258K +$266K +7,071 New
CG
381
CFO4Life Group
Texas
$257K -$22.7K -604 -8%
BP
382
Ballentine Partners
Massachusetts
$256K -$7.19K -191 -3%
SFC
383
SYM Financial Corp
Indiana
$256K -$903 -24 -0.3%
HTC
384
Haverford Trust Company
Pennsylvania
$255K
RDWM
385
Red Door Wealth Management
Tennessee
$254K
PWM
386
Perigon Wealth Management
California
$253K +$16K +425 +7%
S
387
SignatureFD
Georgia
$250K +$188 +5 +0.1%
ET
388
Entropy Technologies
New York
$249K -$2.47M -65,513 -91%
PWM
389
Partnership Wealth Management
Maryland
$246K
BIG
390
Brooklyn Investment Group
New York
$245K +$46.9K +1,246 +23%
EC
391
EntryPoint Capital
New York
$243K
JWM
392
Jeppson Wealth Management
California
$241K
SAM
393
Smartleaf Asset Management
Massachusetts
$241K -$5.79K -154 -2%
Truist Financial
394
Truist Financial
North Carolina
$240K -$119K -3,172 -33%
SPC
395
Sigma Planning Corp
Michigan
$239K +$26.9K +714 +12%
DC
396
Davenport & Co
Virginia
$237K -$26.3K -698 -10%
CIBC Asset Management
397
CIBC Asset Management
Ontario, Canada
$236K
HFM
398
Harvest Fund Management
China
$235K -$1.48M -39,446 -86%
PI
399
PFG Investments
New York
$235K -$87K -2,313 -26%
LTAS
400
Linden Thomas Advisory Services
North Carolina
$234K -$6.28K -167 -3%