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Name Holding Trade Value Shares
Change
Change in
Stake
BCM
801
Brookstone Capital Management
Illinois
$343K +$32.1K +50 +10%
WANY
802
Wealthspire Advisors (New York)
New York
$342K -$436K -679 -57%
ONGA
803
O'Neil Global Advisors
California
$340K +$321K +500 New
GDP
804
Great Diamond Partners
Maine
$339K -$21.2K -33 -6%
FFA
805
First Foundation Advisors
California
$337K -$10.3K -16 -3%
ECM
806
EMC Capital Management
Texas
$336K
BMSSC
807
B. Metzler seel. Sohn & Co
Germany
$334K -$17.3K -27 -5%
SB
808
Strategic Blueprint
Georgia
$334K -$22.5K -35 -7%
BA
809
Bristlecone Advisors
Washington
$334K +$24.4K +38 +8%
TFM
810
TFC Financial Management
Massachusetts
$334K +$146K +227 +86%
DAS
811
Dynamic Advisor Solutions
Arizona
$331K +$19.9K +31 +7%
CWP
812
Curated Wealth Partners
California
$330K +$60.4K +94 +24%
AC
813
ASB Consultores
Florida
$326K -$9.63K -15 -3%
JWCA
814
J.W. Cole Advisors
Florida
$326K -$11.6K -18 -4%
SG
815
StoneX Group
New York
$324K +$306K +477 New
LWM
816
LJI Wealth Management
Indiana
$324K +$1.93K +3 +0.6%
AWC
817
Abundance Wealth Counselors
Pennsylvania
$322K +$3.21K +5 +1%
LF
818
LifeSteps Financial
California
$321K
IA
819
Inspire Advisors
Idaho
$319K +$18.6K +29 +7%
Fiera Capital (Canada)
820
Fiera Capital (Canada)
Quebec, Canada
$319K +$301K +469 New
FMTC
821
Farmers & Merchants Trust Company
California
$319K +$34K +53 +13%
KA
822
Kovack Advisors
Florida
$319K +$57.8K +90 +24%
PNC
823
Park National Corp
Ohio
$317K -$28.9K -45 -9%
AWA
824
Arete Wealth Advisors
Illinois
$315K +$297K +463 New
NRC
825
New Republic Capital
North Carolina
$314K +$297K +462 New