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Name Holding Trade Value Shares
Change
Change in
Stake
KP
701
Keel Point
Alabama
$223K +$214K +2,516 New
EAN
702
Excelsior Advisor Network
Colorado
$222K +$214K +2,505 New
BOS
703
Bank of Stockton
California
$222K -$36.6K -430 -15%
NMC
704
Nine Masts Capital
Hong Kong
$222K +$213K +2,500 New
CC
705
Commons Capital
Massachusetts
$220K +$852 +10 +0.4%
SAM
706
Secure Asset Management
Michigan
$217K -$39.5K -463 -16%
NP
707
NorthRock Partners
Minnesota
$216K +$208K +2,435 New
CP
708
Camelot Portfolios
Ohio
$212K -$10.2K -120 -5%
SCM
709
Shelton Capital Management
Colorado
$211K +$203K +2,377 New
PP
710
Patten & Patten
Tennessee
$208K +$199K +2,337 New
IF
711
Intrua Financial
Texas
$206K +$198K +2,318 New
WFA
712
Wellspring Financial Advisors
Ohio
$202K +$194K +2,277 New
LF
713
LifePlan Financial
Minnesota
$202K -$28.2K -331 -13%
PP
714
PDS Planning
Ohio
$201K +$193K +2,268 New
CFP
715
Catalyst Financial Partners
Massachusetts
$201K +$193K +2,264 New
CA
716
Clearstead Advisors
Ohio
$198K -$237K -2,784 -56%
WAM
717
Wolverine Asset Management
Illinois
$195K
CT
718
Caldwell Trust
Florida
$188K
BWL
719
Bogart Wealth LLC
Virginia
$179K -$1.62K -19 -0.9%
TF
720
Tompkins Financial
New York
$178K -$29K -340 -15%
AT
721
Avalon Trust
New Mexico
$175K +$14.5K +170 +9%
BWA
722
Basecamp Wealth Advisors
Washington
$173K
M
723
MOTCO
Texas
$165K -$7.33K -86 -4%
MPWT
724
MassMutual Private Wealth & Trust
Connecticut
$153K +$597 +7 +0.4%
BWM
725
Benson Wealth Management
Tennessee
$151K