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Name Holding Trade Value Shares
Change
Change in
Stake
SAM
376
Shell Asset Management
Netherlands
$237K -$867 -21 -0.3%
CPSC
377
Carl P. Sherr & Co
Massachusetts
$236K +$247K +5,973 New
SIA
378
Strategic Investment Advisors
Michigan
$234K +$244K +5,909 New
GT
379
Glenview Trust
Kentucky
$232K
TWM
380
TriaGen Wealth Management
California
$229K -$31.3K -759 -12%
IWM
381
IHT Wealth Management
Illinois
$227K +$237K +5,731 New
CCA
382
Cobblestone Capital Advisors
New York
$224K
CIBC Asset Management
383
CIBC Asset Management
Ontario, Canada
$224K +$18.3K +443 +9%
TC
384
TownSquare Capital
Utah
$223K +$2.06K +50 +0.9%
FA
385
Fountainhead AM
New Jersey
$223K +$1.78K +43 +0.8%
CT
386
Coastline Trust
Rhode Island
$220K
Mackenzie Financial
387
Mackenzie Financial
Ontario, Canada
$220K -$176K -4,250 -43%
MWC
388
MBM Wealth Consultants
Missouri
$219K
ACI
389
Alpha Cubed Investments
California
$218K -$61.9K -1,500 -21%
PFGIA
390
Patriot Financial Group Insurance Agency
Massachusetts
$213K +$124 +3 +0.1%
SWP
391
Stratos Wealth Partners
Ohio
$212K +$221K +5,355 New
CAG
392
Csenge Advisory Group
Florida
$209K +$219K +5,291 New
DADC
393
D.A. Davidson & Co
Montana
$208K +$1.24K +30 +0.6%
NRD
394
Nebula Research & Development
New York
$202K +$211K +5,116 New
RIA
395
Realta Investment Advisors
Delaware
$201K +$7.23K +175 +4%
FFP
396
FourThought Financial Partners
Florida
$201K -$661 -16 -0.3%
KBC Group
397
KBC Group
Belgium
$189K -$174K -4,215 -47%
TFA
398
Toth Financial Advisory
Virginia
$188K +$1.03K +25 +0.5%
BTI
399
Blue Trust Inc
Georgia
$188K +$67.6K +1,636 +56%
CFGS
400
Concourse Financial Group Securities
Alabama
$185K +$13.7K +332 +8%