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Name Holding Trade Value Shares
Change
Change in
Stake
SAM
501
Smartleaf Asset Management
Massachusetts
$291K -$50.2K -636 -15%
WF
502
Welch & Forbes
Massachusetts
$288K -$1.19K -15 -0.4%
VFA
503
Valeo Financial Advisors
Indiana
$288K -$632 -8 -0.2%
ST
504
Spinnaker Trust
Maine
$284K
MCM
505
Manchester Capital Management
Vermont
$283K +$196K +2,477 +240%
CA
506
Clearstead Advisors
Ohio
$282K +$21K +266 +8%
HDIM
507
Hanson & Doremus Investment Management
Vermont
$281K
CWM
508
Challenger Wealth Management
California
$281K +$237 +3 +0.1%
Simplex Trading
509
Simplex Trading
Illinois
$279K -$100K -1,270 -27%
SRC
510
Sage Rhino Capital
California
$277K -$3.87K -49 -1%
AWM
511
Axxcess Wealth Management
California
$274K +$268K +3,399 New
BMWM
512
Brown Miller Wealth Management
Virginia
$274K +$268K +3,399 New
SC
513
Syon Capital
California
$274K +$268K +3,391 New
BJL
514
Brighton Jones LLC
Washington
$272K +$6.56K +83 +3%
DT
515
Diversified Trust
Tennessee
$272K -$1.26M -15,908 -83%
GWMR
516
GC Wealth Management RIA
Massachusetts
$271K +$265K +3,357 New
LSIA
517
LaSalle St. Investment Advisors
Illinois
$271K +$266K +3,362 New
GWM
518
Geneos Wealth Management
Colorado
$271K -$11.7K -148 -4%
EW
519
Elyxium Wealth
California
$270K +$3.08K +39 +1%
OIA
520
OneDigital Investment Advisors
Kansas
$270K -$24.7K -313 -9%
TSS
521
Two Sigma Securities
New York
$269K +$263K +3,331 New
KAS
522
KPP Advisory Services
Kentucky
$268K
SG
523
StoneX Group
New York
$267K -$124K -1,564 -32%
GWSG
524
GPS Wealth Strategies Group
Colorado
$267K -$34.3K -434 -12%
CS
525
Capital Square
Tennessee
$266K