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Name Holding Trade Value Shares
Change
Change in
Stake
KIA
951
Knollwood Investment Advisory
Maryland
$243K – – –
AWM
952
Angeles Wealth Management
California
$243K +$228K +335 New
HWM
953
Hemington Wealth Management
Virginia
$242K – – –
SPC
954
Sigma Planning Corp
Michigan
$242K -$18.4K -27 -8%
FHB
955
First Hawaiian Bank
Hawaii
$238K -$765K -1,125 -77%
HC
956
Henshaw Capital
Massachusetts
$238K – – –
QWM
957
QP Wealth Management
New Jersey
$238K +$224K +329 New
MKA
958
M. Kulyk & Associates
Georgia
$238K – – –
TYCC
959
Texas Yale Capital Corp
Florida
$238K – – –
CPRC
960
Consolidated Portfolio Review Corp
New York
$237K -$40.1K -59 -15%
SQA
961
Simon Quick Advisors
New Jersey
$236K +$15K +22 +7%
BCG
962
Breakwater Capital Group
New Jersey
$235K – – –
MFG
963
MidWestOne Financial Group
Iowa
$235K +$220K +324 New
BAM
964
Belpointe Asset Management
Nevada
$233K -$753K -1,108 -77%
BMSSC
965
B. Metzler seel. Sohn & Co
Germany
$233K -$115K -169 -34%
SFCL
966
Strengthening Families & Communities LLC
Massachusetts
$232K +$218K +320 New
TFA
967
Teamwork Financial Advisors
Texas
$232K +$218K +320 New
FWM
968
FMB Wealth Management
California
$231K – – –
AC
969
AlphaCore Capital
California
$230K -$1.36K -2 -0.6%
KIA
970
KCM Investment Advisors
California
$230K – – –
BCM
971
Barden Capital Management
Texas
$229K – – –
WA
972
Wealthstream Advisors
New York
$228K +$214K +315 New
GFS
973
GYL Financial Synergies
Connecticut
$226K +$212K +312 New
ACM
974
Advisors Capital Management
New Jersey
$225K +$211K +310 New
AFP
975
Ausdal Financial Partners
Iowa
$225K +$211K +310 New