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Name Holding Trade Value Shares
Change
Change in
Stake
MWM
601
Moran Wealth Management
Florida
$386K +$362K +3,427 New
GPA
602
Garrison Point Advisors
California
$386K +$362K +3,425 New
WI
603
Wahed Invest
New York
$384K +$112K +1,060 +45%
VanEck Associates
604
VanEck Associates
New York
$382K -$520K -4,920 -59%
ICG
605
InterOcean Capital Group
Tennessee
$381K +$130K +1,227 +57%
V
606
Veritable
Delaware
$377K -$317 -3 -0.1%
FBT
607
First Bankers Trust
Kentucky
$376K -$31.7K -300 -8%
BTW
608
Boston Trust Walden
Massachusetts
$373K – – –
RFC
609
Regions Financial Corp
Alabama
$373K +$9.41K +89 +3%
MSR
610
Main Street Research
Connecticut
$366K -$18.5K -175 -5%
ACP
611
Aveo Capital Partners
Colorado
$366K +$344K +3,249 New
QCG
612
Quadrant Capital Group
Ohio
$364K +$6.98K +66 +2%
PTC
613
Philadelphia Trust Company
Pennsylvania
$364K – – –
DWA
614
Douglass Winthrop Advisors
New York
$359K – – –
Group One Trading
615
Group One Trading
Illinois
$358K +$336K +3,181 New
KWM
616
Kingsview Wealth Management
Oregon
$358K +$79K +747 +31%
SIA
617
Schechter Investment Advisors
Michigan
$356K +$334K +3,158 New
HCM
618
Howland Capital Management
Massachusetts
$351K – – –
BWP
619
BSW Wealth Partners
Colorado
$350K -$525K -4,969 -61%
CFG
620
Carr Financial Group
Massachusetts
$350K -$110K -1,039 -25%
WIM
621
WealthPlan Investment Management
Nebraska
$349K -$52.9K -500 -14%
AAM
622
Aureus Asset Management
Massachusetts
$349K – – –
EFSCE
623
Enterprise Financial Services Corp (EFSC)
Missouri
$340K – – –
Lido Advisors
624
Lido Advisors
California
$337K -$337K -3,188 -52%
SWM
625
SeaCrest Wealth Management
New York
$335K +$17.2K +163 +6%