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Name Holding Trade Value Shares
Change
Change in
Stake
SAM
426
Sawgrass Asset Management
Florida
$244K – – –
JWCA
427
J.W. Cole Advisors
Florida
$244K +$230K +2,565 New
IAA
428
Independent Advisor Alliance
North Carolina
$240K +$11.4K +127 +5%
AL
429
Arnhold LLC
New York
$240K – – –
Carson Wealth (CWM LLC)
430
Carson Wealth (CWM LLC)
Nebraska
$238K -$13.6K -152 -6%
CAM
431
Cypress Asset Management
Texas
$237K +$224K +2,499 New
CAM
432
Claret Asset Management
Quebec, Canada
$237K – – –
LFA
433
Legacy Financial Advisors
Kentucky
$235K +$222K +2,474 New
GS
434
GWN Securities
Florida
$233K +$238K +2,650 New
PP
435
PDS Planning
Ohio
$231K +$219K +2,436 New
NG
436
Norden Group
Utah
$231K -$95K -1,059 -30%
AWE
437
Avidian Wealth Enterprises
Texas
$229K +$1.08K +12 +0.5%
SPIA
438
Steward Partners Investment Advisory
New York
$228K -$9.78K -109 -4%
NVCHI
439
New Vernon Capital Holdings II
New Jersey
$226K +$28.2K +314 +15%
RWM
440
Ritholtz Wealth Management
New York
$223K -$22.4K -250 -10%
OWCM
441
One Wealth Capital Management
Arizona
$216K +$204K +2,279 New
ACM
442
Advisors Capital Management
New Jersey
$216K +$204K +2,278 New
SFS
443
Sowell Financial Services
Arkansas
$210K +$199K +2,213 New
MFG
444
Mosaic Financial Group
Illinois
$210K +$200K +2,231 New
HNB
445
Huntington National Bank
Ohio
$209K -$17.4K -194 -8%
WFMPM
446
Woodley Farra Manion Portfolio Management
Indiana
$207K +$196K +2,180 New
1WM
447
1858 Wealth Management
Ohio
$207K +$195K +2,178 New
AT
448
American Trust
Kentucky
$206K +$195K +2,171 New
AAM
449
Augustine Asset Management
Florida
$206K +$195K +2,170 New
SCP
450
Sivia Capital Partners
California
$206K +$194K +2,165 New