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Name Holding Trade Value Shares
Change
Change in
Stake
SPP
826
Single Point Partners
Massachusetts
$211K +$203K +1,919 New
WPC
827
White Pine Capital
Minnesota
$210K
PWLP
828
Prio Wealth Limited Partnership
Massachusetts
$207K -$51K -482 -20%
MW
829
Marcum Wealth
Ohio
$207K +$202K +1,912 New
LB
830
Leo Brokerage
Texas
$206K -$17.1K -162 -8%
OWM
831
OneAscent Wealth Management
Alabama
$206K
TAM
832
Trillium Asset Management
Massachusetts
$204K -$83.4K -788 -29%
FMBTD
833
First Midwest Bank Trust Division
Illinois
$203K
AF
834
Allworth Financial
California
$203K +$21.7K +205 +12%
LSAG
835
Lake Street Advisors Group
New Hampshire
$203K +$198K +1,874 New
EFS
836
Essex Financial Services
Connecticut
$202K -$59.8K -565 -23%
HIA
837
Harbor Investment Advisory
Maryland
$202K +$30.3K +286 +18%
IFG
838
Independent Financial Group
California
$201K -$148K -1,399 -43%
GIA
839
Gladstone Institutional Advisory
Florida
$201K +$197K +1,859 New
TTWM
840
TCV Trust & Wealth Management
Virginia
$200K
Verition Fund Management
841
Verition Fund Management
Connecticut
$200K +$196K +1,850 New
HFM
842
Hartford Financial Management
Connecticut
$199K
IAM
843
Infusive Asset Management
New York
$193K +$22.5K +213 +14%
LWANC
844
Laurel Wealth Advisors (North Carolina)
North Carolina
$187K
GI
845
Gradient Investments
Minnesota
$186K -$15.2K -144 -8%
TWA
846
TCI Wealth Advisors
Arizona
$185K -$6.56K -62 -4%
KTC
847
Kistler-Tiffany Companies
Pennsylvania
$185K
SIM
848
Sonora Investment Management
Arizona
$184K
CFGS
849
Concourse Financial Group Securities
Alabama
$183K
RFA
850
Reilly Financial Advisors
California
$183K