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Name Holding Trade Value Shares
Change
Change in
Stake
KWM
701
KFG Wealth Management
Indiana
$550K -$91K -278 -15%
GHAM
702
Gilman Hill Asset Management
Connecticut
$546K – – –
Prime Capital Investment Advisors
703
Prime Capital Investment Advisors
Kansas
$545K +$26.2K +80 +5%
GA
704
Geller Advisors
New York
$540K +$85.1K +260 +20%
Avidian Wealth Enterprises
705
Avidian Wealth Enterprises
Texas
$537K +$11.1K +34 +2%
Freestone Capital Holdings
706
Freestone Capital Holdings
Washington
$532K +$2.62K +8 +0.5%
JFGIW
707
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$525K +$388K +1,187 +361%
GCC
708
Game Creek Capital
Massachusetts
$519K – – –
TA
709
Tectonic Advisors
Texas
$518K – – –
Maven Securities
710
Maven Securities
Jersey
$517K +$489K +1,494 New
Pinnacle Financial Partners (Tennessee)
711
Pinnacle Financial Partners (Tennessee)
Tennessee
$516K -$39.3K -120 -7%
WFI
712
West Family Investments
California
$514K +$45.1K +138 +10%
FPCP
713
Fort Point Capital Partners
California
$512K +$28.8K +88 +6%
AWA
714
Arete Wealth Advisors
Illinois
$512K -$36K -110 -7%
MW
715
MBL Wealth
North Carolina
$509K +$4.91K +15 +1%
IA
716
IFG Advisors
Missouri
$507K – – –
VPI
717
Value Partners Investments
Manitoba, Canada
$505K +$54.6K +167 +13%
Vestmark Advisory Solutions
718
Vestmark Advisory Solutions
Massachusetts
$503K -$96.2K -294 -17%
NRS
719
Neville Rodie & Shaw
New York
$502K – – –
Csenge Advisory Group
720
Csenge Advisory Group
Florida
$501K +$197K +601 +74%
GIM
721
Goelzer Investment Management
Indiana
$500K -$4.91K -15 -1%
AFO
722
Arrowroot Family Office
California
$500K +$21.3K +65 +5%
Merit Financial Group
723
Merit Financial Group
Georgia
$490K -$1.6M -4,885 -78%
NO
724
Ninety One
South Africa
$488K – – –
BIM
725
Baldwin Investment Management
Pennsylvania
$484K – – –