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Name Holding Trade Value Shares
Change
Change in
Stake
HIA
351
Harbor Investment Advisory
Maryland
$196K +$4.48K +298 +3%
WPC
352
Wedmont Private Capital
Pennsylvania
$193K +$10.5K +699 +7%
LFA
353
Legacy Financial Advisors
Kentucky
$192K +$170K +11,305 New
BTI
354
Blue Trust Inc
Georgia
$191K +$125K +8,347 +139%
EH
355
Equitable Holdings
New York
$189K -$49.2K -3,272 -23%
ET
356
Equitable Trust
Tennessee
$187K
SPP
357
Single Point Partners
Massachusetts
$186K +$164K +10,939 New
QCM
358
Quantinno Capital Management
New York
$183K +$162K +10,808 New
SAM
359
Synergy Asset Management
Washington
$181K -$32.4K -2,156 -17%
LC
360
Lindbrook Capital
California
$181K +$2.77K +184 +2%
GIA
361
Gladstone Institutional Advisory
Florida
$181K +$160K +10,640 New
AP
362
Appleton Partners
Massachusetts
$178K
SBIA
363
Sheaff Brock Investment Advisors
Indiana
$178K -$15K -1,000 -9%
PA
364
Parallel Advisors
California
$177K -$205K -13,607 -57%
IA
365
Inspire Advisors
Idaho
$173K +$153K +10,169 New
SPC
366
Sigma Planning Corp
Michigan
$172K +$152K +10,135 New
LA
367
LVW Advisors
New York
$170K +$151K +10,013 New
BWA
368
BDO Wealth Advisors
Florida
$170K
GF
369
Gabelli Funds
New York
$170K +$150K +10,000 New
RW
370
REDW Wealth
New Mexico
$170K +$150K +10,000 New
SO
371
STRS Ohio
Ohio
$169K
BAM
372
Belpointe Asset Management
Nevada
$159K +$5.35K +356 +4%
DADR
373
Dynamo Administracao de Recursos
Brazil
$133K -$5.48M -364,756 -98%
SCA
374
Stonebridge Capital Advisors
Minnesota
$132K
EDRH
375
Edmond de Rothschild Holding
Switzerland
$131K -$81.6K -5,427 -41%