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Name Holding Trade Value Shares
Change
Change in
Stake
ATIA
351
American Trust Investment Advisors
New Hampshire
$166K
PPP
352
Private Portfolio Partners
New Jersey
$163K -$5.03K -315 -3%
CB
353
Cadence Bank
Mississippi
$163K +$167K +10,478 New
CWM
354
CCG Wealth Management
California
$159K -$48 -3 -0%
VFA
355
Voya Financial Advisors
Connecticut
$158K +$163K +10,230 New
FSA
356
Fort Sheridan Advisors
Illinois
$156K +$160K +10,008 New
QCG
357
Quadrant Capital Group
Ohio
$149K -$17.8K -1,116 -10%
WAM
358
Westport Asset Management
Connecticut
$149K
SWM
359
Spire Wealth Management
Virginia
$148K -$131K -8,200 -46%
Carson Wealth (CWM LLC)
360
Carson Wealth (CWM LLC)
Nebraska
$148K -$38.8K -2,427 -20%
UWM
361
Urban Wealth Management
California
$144K +$148K +9,235 New
Mitsubishi UFJ Asset Management
362
Mitsubishi UFJ Asset Management
Japan
$130K -$70.4K -4,405 -35%
VVP
363
Venture Visionary Partners
Ohio
$130K +$133K +8,342 New
BWL
364
Bogart Wealth LLC
Virginia
$128K +$27.2K +1,700 +26%
TSWM
365
Tyler-Stone Wealth Management
Ohio
$127K
UID
366
Union Investments & Development
Israel
$125K
GWM
367
Geneos Wealth Management
Colorado
$124K +$27K +1,689 +27%
HFS
368
HBC Financial Services
Washington
$120K
PCFFS
369
Pacific Center for Financial Services
California
$119K
Bessemer Group
370
Bessemer Group
New Jersey
$112K -$36.6K -2,292 -24%
BTI
371
Blue Trust Inc
Georgia
$107K +$102K +6,407 New
HNB
372
Huntington National Bank
Ohio
$105K +$28.3K +1,771 +36%
GRP
373
Global Retirement Partners
California
$103K +$2.43K +152 +2%
LWCFA
374
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$99K
SSG
375
Summit Securities Group
New York
$98K +$7.99K +500 +9%