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Name Holding Trade Value Shares
Change
Change in
Stake
PCIA
526
Prime Capital Investment Advisors
Kansas
$235K +$15.2K +106 +7%
DT
527
DV Trading
Illinois
$233K +$243K +1,700 New
FPAS
528
Focus Partners Advisor Solutions
Missouri
$232K +$242K +1,691 New
HH
529
Hilltop Holdings
Texas
$230K -$79.2K -554 -25%
BG
530
Bollard Group
Massachusetts
$227K -$155K -1,083 -40%
CLOS
531
Compagnie Lombard Odier SCmA
Switzerland
$226K
AssetMark Inc
532
AssetMark Inc
California
$226K +$286 +2 +0.1%
HW
533
Hancock Whitney
Mississippi
$225K -$13.3K -93 -6%
PAW
534
Plan A Wealth
Nebraska
$223K -$14.6K -102 -6%
IC
535
IEQ Capital
California
$221K -$173K -1,208 -43%
PCM
536
Princeton Capital Management
New Jersey
$219K
TIM
537
Tevis Investment Management
Texas
$217K +$226K +1,583 New
BRWA
538
B. Riley Wealth Advisors
Florida
$217K +$4.43K +31 +2%
SPIA
539
Steward Partners Investment Advisory
New York
$214K -$335K -2,344 -60%
RDWM
540
Red Door Wealth Management
Tennessee
$213K -$71.2K -498 -24%
HWM
541
HB Wealth Management
Georgia
$212K -$2.29K -16 -1%
Brown Advisory
542
Brown Advisory
Maryland
$208K +$216K +1,513 New
SAI
543
Savvy Advisors Inc
New York
$205K -$79.2K -554 -27%
WN
544
Williams & Novak
California
$205K +$9.01K +63 +5%
OCBCO
545
Oversea-Chinese Banking Corp (OCBC)
Singapore
$203K +$211K +1,478 New
PP
546
PDS Planning
Ohio
$202K +$1.72K +12 +0.8%
SSI
547
Scott & Selber Inc
Texas
$200K
PA
548
Parallel Advisors
California
$152K +$10.6K +74 +7%
GSWM
549
Golden State Wealth Management
California
$150K +$429 +3 +0.3%
BTI
550
Blue Trust Inc
Georgia
$143K -$73.9K -517 -33%