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Name Holding Trade Value Shares
Change
Change in
Stake
SW
376
SVB Wealth
Massachusetts
$237K +$248K +6,000 New
SAM
377
Shell Asset Management
Netherlands
$237K -$867 -21 -0.3%
CPSC
378
Carl P. Sherr & Co
Massachusetts
$236K +$247K +5,973 New
SIA
379
Strategic Investment Advisors
Michigan
$234K +$244K +5,909 New
GT
380
Glenview Trust
Kentucky
$232K – – –
TWM
381
TriaGen Wealth Management
California
$229K -$31.3K -759 -12%
IWM
382
IHT Wealth Management
Illinois
$227K +$237K +5,731 New
CCA
383
Cobblestone Capital Advisors
New York
$224K – – –
CIBC Asset Management
384
CIBC Asset Management
Ontario, Canada
$224K +$18.3K +443 +9%
TC
385
TownSquare Capital
Utah
$223K +$2.06K +50 +0.9%
FA
386
Fountainhead AM
New Jersey
$223K +$1.78K +43 +0.8%
CT
387
Coastline Trust
Rhode Island
$220K – – –
Mackenzie Financial
388
Mackenzie Financial
Ontario, Canada
$220K -$176K -4,250 -43%
MWC
389
MBM Wealth Consultants
Missouri
$219K – – –
ACI
390
Alpha Cubed Investments
California
$218K -$61.9K -1,500 -21%
PFGIA
391
Patriot Financial Group Insurance Agency
Massachusetts
$213K +$124 +3 +0.1%
SWP
392
Stratos Wealth Partners
Ohio
$212K +$221K +5,355 New
CAG
393
Csenge Advisory Group
Florida
$209K +$219K +5,291 New
DADC
394
D.A. Davidson & Co
Montana
$208K +$1.24K +30 +0.6%
NRD
395
Nebula Research & Development
New York
$202K +$211K +5,116 New
RIA
396
Realta Investment Advisors
Delaware
$201K +$7.23K +175 +4%
FFP
397
FourThought Financial Partners
Florida
$201K -$661 -16 -0.3%
KBC Group
398
KBC Group
Belgium
$189K -$174K -4,215 -47%
TFA
399
Toth Financial Advisory
Virginia
$188K +$1.03K +25 +0.5%
BTI
400
Blue Trust Inc
Georgia
$188K +$67.6K +1,636 +56%