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Name Holding Trade Value Shares
Change
Change in
Stake
MPM
501
MBB Public Markets
Illinois
$320K +$307K +3,187 New
BCM
502
Brookstone Capital Management
Illinois
$316K +$4.91K +51 +2%
MWM
503
Mindset Wealth Management
Indiana
$310K -$7.51K -78 -2%
HWA
504
HCR Wealth Advisors
California
$308K -$9.63K -100 -3%
CFG
505
Clayton Financial Group
Missouri
$308K -$2.89K -30 -1%
NWAG
506
Net Worth Advisory Group
Utah
$303K +$290K +3,017 New
SOS
507
Silver Oak Securities
Tennessee
$302K +$292K +3,031 New
BA
508
Brightwater Advisory
Florida
$301K
BCM
509
Bayesian Capital Management
New York
$301K +$289K +3,000 New
CAI
510
Capital Advisors Inc
Oklahoma
$301K +$289K +3,000 New
CA
511
Crumly & Associates
Illinois
$301K +$288K +2,995 New
DSC
512
Duncker Streett & Co
Missouri
$300K +$193 +2 +0.1%
SG
513
StoneX Group
New York
$299K +$287K +2,979 New
AIP
514
Ameritas Investment Partners
Nebraska
$299K -$41.3K -429 -13%
SSWM
515
Strait & Sound Wealth Management
California
$295K
NS
516
NBC Securities
Alabama
$293K +$282K +2,925 +146,250%
PI
517
PFG Investments
New York
$292K +$7.99K +83 +3%
BBA
518
BLB&B Advisors
Pennsylvania
$292K
PCM
519
Permanent Capital Management
Illinois
$291K
MW
520
Marcum Wealth
Ohio
$289K -$193 -2 -0.1%
BEI
521
Benjamin Edwards Inc
Missouri
$288K -$3.76M -39,091 -93%
EWA
522
EP Wealth Advisors
California
$288K +$58.5K +608 +27%
DWM
523
Drive Wealth Management
Utah
$287K -$4.14K -43 -1%
LMKC
524
L.M. Kohn & Company
Ohio
$284K
GKWIM
525
Gerber Kawasaki Wealth & Investment Management
California
$284K +$272K +2,827 New