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Name Holding Trade Value Shares
Change
Change in
Stake
CAGAS
701
Capital Advisory Group Advisory Services
Minnesota
$265K +$786 +1 +0.3%
HWAM
702
Hennion & Walsh Asset Management
New Jersey
$263K -$14.1K -18 -5%
WLIM
703
White Lighthouse Investment Management
Massachusetts
$261K
LCM
704
LCM Capital Management
Illinois
$259K +$786 +1 +0.3%
JWM
705
Janiczek Wealth Management
Colorado
$259K +$45.6K +58 +20%
KNW
706
Kesler Norman & Wride
Utah
$257K -$26.7K -34 -9%
GJIC
707
Gamble Jones Investment Counsel
California
$257K
DAS
708
Dynamic Advisor Solutions
Arizona
$257K +$271K +345 New
HB
709
Homrich & Berg
Georgia
$255K -$14.1K -18 -5%
AC
710
Apella Capital
Connecticut
$255K
AAM
711
Aureus Asset Management
Massachusetts
$253K
PWM
712
Perigon Wealth Management
California
$252K +$266K +338 New
SIM
713
Stratos Investment Management
Ohio
$252K +$266K +338 New
AC
714
Avestar Capital
New York
$249K +$263K +334 New
OPS
715
Orion Portfolio Solutions
Nebraska
$247K +$261K +332 New
TCBWMS
716
Texas Capital Bank Wealth Management Services
Texas
$244K -$4.72K -6 -2%
CRC
717
Curi RMB Capital
Illinois
$244K +$2.36K +3 +0.9%
PWAG
718
Polaris Wealth Advisory Group
California
$243K -$7.54M -9,593 -97%
AAP
719
Arax Advisory Partners
Colorado
$242K -$3.93K -5 -2%
MA
720
MJP Associates
Connecticut
$241K -$7.86K -10 -3%
BPA
721
Beacon Pointe Advisors
California
$241K +$254K +323 New
CCMG
722
Clark Capital Management Group
Pennsylvania
$240K +$23.6K +30 +10%
FC
723
Forte Capital
New York
$238K -$77K -98 -24%
CIC
724
Carnegie Investment Counsel
Ohio
$235K +$248K +315 New
CA
725
Calton & Associates
Florida
$234K -$22.8K -29 -8%