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Name Holding Trade Value Shares
Change
Change in
Stake
STA
801
Summit Trail Advisors
New York
$302K -$12.4K -93 -4%
EW
802
Elyxium Wealth
California
$302K +$288K +2,163 New
MPM
803
MBB Public Markets
Illinois
$302K -$2.41M -18,140 -89%
CWG
804
Cornerstone Wealth Group
North Carolina
$301K -$10.2K -77 -3%
NWM
805
Northcape Wealth Management
New York
$299K
FPCP
806
Fort Point Capital Partners
California
$299K -$3.59K -27 -1%
SWM
807
Scissortail Wealth Management
Oklahoma
$298K -$304K -2,288 -100%
KAS
808
KPP Advisory Services
Kentucky
$298K
LBC
809
Lowe Brockenbrough & Co
Virginia
$298K
PFA
810
Pathway Financial Advisers
Indiana
$297K -$133 -1 -0%
WA
811
WealthTrust Axiom
Pennsylvania
$297K +$5.98K +45 +2%
PWP
812
Principle Wealth Partners
Connecticut
$296K
UAML
813
US Asset Management LLC
Pennsylvania
$295K
SL
814
SFM LLC
New Hampshire
$295K -$5.32K -40 -2%
WPW
815
Waldron Private Wealth
Pennsylvania
$293K -$37.6K -283 -12%
RWM
816
Ritholtz Wealth Management
New York
$292K -$320K -2,407 -54%
MCCP
817
Mission Creek Capital Partners
California
$292K -$55K -414 -17%
GIA
818
Gladstone Institutional Advisory
Florida
$291K +$8.64K +65 +3%
SF
819
Summit Financial
New Jersey
$291K +$8.64K +65 +3%
WA
820
Waddell & Associates
Tennessee
$290K
GAG
821
GM Advisory Group
New York
$290K +$1.33K +10 +0.5%
PWM
822
Palumbo Wealth Management
New York
$289K +$1.06K +8 +0.4%
FNFDCM
823
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$289K
GM
824
GeoWealth Management
Illinois
$289K -$72.2K -543 -21%
DWAM
825
Duncan Williams Asset Management
Tennessee
$288K -$5.45K -41 -2%