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Name Holding Trade Value Shares
Change
Change in
Stake
ZI
626
ZEGA Investments
Florida
$461K -$58.5K -220 -14%
CCM
627
Chiron Capital Management
Florida
$461K +$346K +1,300 New
CSP
628
Cary Street Partners
Virginia
$460K -$9.84K -37 -3%
SWA
629
SOA Wealth Advisors
New York
$458K +$209K +786 +156%
CA
630
Claro Advisors
Massachusetts
$457K +$343K +1,289 New
BCP
631
Berkeley Capital Partners
Georgia
$455K +$341K +1,283 New
LJAC
632
L.J. Altfest & Co
New York
$455K +$341K +1,283 New
WB
633
WesBanco Bank
West Virginia
$454K -$221K -831 -39%
CA
634
Cache Advisors
California
$454K +$340K +1,280 New
FGP
635
Freestone Grove Partners
California
$451K +$338K +1,271 New
RPCONE
636
Retirement Planning Company of New England
Rhode Island
$449K +$336K +1,265 New
SFS
637
Sowell Financial Services
Arkansas
$448K +$336K +1,262 New
LCM
638
LCM Capital Management
Illinois
$444K +$333K +1,252 New
AEPWM
639
Atlantic Edge Private Wealth Management
Florida
$443K – – –
FG
640
Franchise GP
$443K +$332K +1,250 New
CL
641
Choreo LLC
Illinois
$443K +$333K +1,253 New
CAAS
642
Capital Asset Advisory Services
Michigan
$442K +$331K +1,246 New
WFP
643
Worthington Financial Partners
Ohio
$439K +$329K +1,238 New
HWM
644
HB Wealth Management
Georgia
$438K -$49.5K -186 -13%
SAI
645
Savvy Advisors Inc
New York
$436K +$327K +1,229 New
HH
646
Hilltop Holdings
Texas
$433K +$324K +1,220 New
CCMG
647
Connecticut Capital Management Group
Connecticut
$432K +$324K +1,219 New
CAP
648
Cordoba Advisory Partners
New York
$430K -$125K -470 -28%
TCM
649
Traynor Capital Management
Pennsylvania
$428K +$321K +1,207 New
LBWM
650
Left Brain Wealth Management
Illinois
$427K +$320K +1,205 New