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Name Holding Trade Value Shares
Change
Change in
Stake
JWCA
451
J.W. Cole Advisors
Florida
$292K -$158K -1,082 -34%
CWM
452
Circle Wealth Management
New Jersey
$291K +$299K +2,056 New
MC
453
Moors & Cabot
Massachusetts
$290K +$15K +103 +5%
LCM
454
Lattice Capital Management
Washington
$283K -$262K -1,800 -47%
AC
455
Addison Capital
Pennsylvania
$280K
GVAG
456
Great Valley Advisor Group
Delaware
$275K -$56.7K -389 -17%
KWM
457
Kingsview Wealth Management
Oregon
$275K -$186K -1,276 -40%
HT
458
Heritage Trust
Oklahoma
$274K +$28.5K +196 +11%
PIA
459
Perennial Investment Advisors
California
$271K +$44.3K +304 +19%
MAM
460
Mystic Asset Management
Rhode Island
$267K
Pathstone Holdings
461
Pathstone Holdings
New Jersey
$267K +$275K +1,885 New
OSAM
462
O'Shaughnessy Asset Management
Connecticut
$264K +$5.24K +36 +2%
TM
463
TigerOak Management
New Mexico
$262K
GSWM
464
Golden State Wealth Management
California
$256K +$7.28K +50 +3%
SM
465
STF Management
Texas
$256K -$5.54K -38 -2%
BHCM
466
Brevan Howard Capital Management
Jersey
$255K +$263K +1,804 New
WCA
467
Westover Capital Advisors
Delaware
$255K
Fifth Third Bancorp
468
Fifth Third Bancorp
Ohio
$254K -$9.61K -66 -4%
USCWA
469
U.S. Capital Wealth Advisors
Texas
$253K -$21.3K -146 -8%
DCM
470
Dimension Capital Management
Florida
$247K
CW
471
CreativeOne Wealth
Kansas
$247K -$56.8K -390 -18%
KFA
472
Kapstone Financial Advisors
Ohio
$247K
IAN
473
Integrated Advisors Network
Texas
$246K +$29.7K +204 +13%
AI
474
Atria Investments
North Carolina
$245K +$10.6K +73 +4%
PA
475
Parallel Advisors
California
$245K -$39.5K -271 -14%