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Name Holding Trade Value Shares
Change
Change in
Stake
SWA
851
Stratos Wealth Advisors
Ohio
$208K +$393 +3 +0.2%
EPW
852
Evolve Private Wealth
California
$206K -$31.3K -239 -12%
PCIA
853
Prime Capital Investment Advisors
Kansas
$206K +$20.6K +157 +10%
CWM
854
Chemistry Wealth Management
New York
$205K – – –
MSF
855
Mustard Seed Financial
Arkansas
$204K +$787 +6 +0.4%
NA
856
Navellier & Associates
Nevada
$201K – – –
EWS
857
Evergreen Wealth Solutions
Pennsylvania
$200K +$220K +1,676 New
BP
858
BNP Paribas
France
$199K – – –
AA
859
Addison Advisors
Vermont
$188K -$11.5K -88 -5%
WSFS
860
Wilmington Savings Fund Society
Delaware
$187K -$55.6K -424 -21%
AAG
861
Armstrong Advisory Group
Massachusetts
$176K – – –
NSIM
862
North Star Investment Management
Illinois
$172K +$5.38K +41 +3%
EWA
863
EverSource Wealth Advisors
Alabama
$160K +$37K +282 +27%
AIM
864
Anchor Investment Management
South Carolina
$159K -$1.05K -8 -0.6%
CBT
865
Crews Bank & Trust
Florida
$158K -$16.4K -125 -9%
CAM
866
Costello Asset Management
Pennsylvania
$151K +$131 +1 +0.1%
Kayne Anderson Rudnick Investment Management
867
Kayne Anderson Rudnick Investment Management
California
$151K – – –
KFI
868
Key Financial Inc
Pennsylvania
$150K – – –
AssetMark Inc
869
AssetMark Inc
California
$148K -$46K -351 -22%
HFS
870
Hantz Financial Services
Michigan
$145K +$143K +1,093 +911%
TFM
871
TFC Financial Management
Massachusetts
$142K – – –
HBW
872
Hazlett, Burt & Watson
West Virginia
$142K +$1.05K +8 +0.7%
RF
873
Rossby Financial
Florida
$137K -$42.9K -327 -23%
ST
874
Smithfield Trust
Pennsylvania
$132K – – –
MCM
875
Manchester Capital Management
Vermont
$128K +$43.4K +331 +45%