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Name Holding Trade Value Shares
Change
Change in
Stake
HH
801
Hilltop Holdings
Texas
$299K +$233K +922 New
SW
802
SkyOak Wealth
Michigan
$298K -$315K -1,247 -58%
PCIA
803
Prime Capital Investment Advisors
Kansas
$297K +$232K +917 New
RZH
804
Relyea Zuckerberg Hanson
Connecticut
$297K +$232K +917 New
OWM
805
OneAscent Wealth Management
Alabama
$295K +$230K +911 New
RWA
806
Redhawk Wealth Advisors
Minnesota
$295K +$230K +910 New
OAM
807
Occidental Asset Management
California
$294K +$230K +909 New
RWP
808
Revolve Wealth Partners
New Jersey
$294K +$230K +909 New
BCM
809
Brookstone Capital Management
Illinois
$290K +$226K +895 New
PA
810
PharVision Advisers
Florida
$290K +$226K +894 New
WWM
811
Whalen Wealth Management
Nevada
$286K +$224K +884 New
IAN
812
Integrated Advisors Network
Texas
$285K +$223K +881 New
PAG
813
Private Advisory Group
Washington
$285K +$223K +881 New
NAM
814
NorthCrest Asset Manangement
Minnesota
$283K +$221K +874 New
MA
815
MONECO Advisors
Connecticut
$281K +$219K +867 New
HIIFS
816
Harel Insurance Investments & Financial Services
Israel
$280K -$12.6M -49,790 -98%
BFG
817
Berger Financial Group
Minnesota
$280K +$219K +864 New
MA
818
Mutual Advisors
Nebraska
$277K -$155K -611 -42%
MAWA
819
Moss Adams Wealth Advisors
Washington
$277K +$216K +854 New
WP
820
Woodline Partners
California
$274K +$214K +846 New
GT
821
Greenleaf Trust
Michigan
$273K +$213K +843 New
SFGP
822
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$273K +$213K +842 New
OL
823
Optas LLC
Texas
$271K +$212K +838 New
AA
824
AlphaCentric Advisors
Puerto Rico
$270K -$36.9K -146 -15%
SIG
825
Stonegate Investment Group
Alabama
$267K +$209K +826 New