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Name Holding Trade Value Shares
Change
Change in
Stake
OpenArc Corporate Advisory
501
OpenArc Corporate Advisory
Georgia
$237K +$218K +1,648 New
Integrated Wealth Concepts
502
Integrated Wealth Concepts
Massachusetts
$236K -$172K -1,296 -44%
BRWA
503
B. Riley Wealth Advisors
Florida
$231K +$213K +1,610 New
Prime Capital Investment Advisors
504
Prime Capital Investment Advisors
Kansas
$231K +$213K +1,607 New
PCM
505
Princeton Capital Management
New Jersey
$230K +$212K +1,600 New
NP
506
Nilsine Partners
Colorado
$229K +$211K +1,592 New
HB Wealth Management
507
HB Wealth Management
Georgia
$224K +$206K +1,559 New
Blue Trust Inc
508
Blue Trust Inc
Georgia
$224K -$42.3K -319 -17%
AAM
509
Aureus Asset Management
Massachusetts
$216K +$199K +1,500 New
S
510
Storgate
Texas
$214K +$197K +1,486 New
PP
511
PDS Planning
Ohio
$210K +$194K +1,462 New
NAAA
512
New Age Alpha Advisors
New York
$210K -$193K -1,459 -50%
SSI
513
Scott & Selber Inc
Texas
$210K +$193K +1,458 New
BWP
514
BSW Wealth Partners
Colorado
$206K +$190K +1,431 New
EverSource Wealth Advisors
515
EverSource Wealth Advisors
Alabama
$206K +$25K +189 +15%
Empirical Wealth Management
516
Empirical Wealth Management
Washington
$204K +$188K +1,419 New
Chilton Investment Company
517
Chilton Investment Company
Connecticut
$204K +$188K +1,419 New
Eventide Asset Management
518
Eventide Asset Management
Massachusetts
$203K -$255K -1,926 -58%
WN
519
Williams & Novak
California
$201K +$185K +1,400 New
EBA
520
Eagle Bay Advisors
New York
$190K +$175K +1,321 New
Carson Wealth (CWM LLC)
521
Carson Wealth (CWM LLC)
Nebraska
$169K -$2.91K -22 -2%
Penserra Capital Management
522
Penserra Capital Management
California
$162K +$148K +1,119 +9,325%
GSWM
523
Golden State Wealth Management
California
$157K +$136K +1,025 +1,602%
PIM
524
Plato Investment Management
Australia
$154K – – –
Parallel Advisors
525
Parallel Advisors
California
$149K +$5.03K +38 +4%