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Name Holding Trade Value Shares
Change
Change in
Stake
MW
401
Marcum Wealth
Ohio
$305K -$605 -13 -0.2%
Koshinski Asset Management
402
Koshinski Asset Management
Illinois
$302K +$51.2K +1,100 +20%
KWA
403
Kingswood Wealth Advisors
California
$300K +$307K +6,590 New
TSS
404
Two Sigma Securities
New York
$299K +$306K +6,564 New
SF
405
Slagle Financial
Illinois
$299K +$305K +6,553 New
CF
406
Centaurus Financial
California
$292K -$53.4K -1,148 -15%
MCM
407
MAI Capital Management
Ohio
$292K +$298K +6,400 New
MAS
408
Madden Advisory Services
Florida
$290K -$978 -21 -0.3%
C
409
CEDRUS
Colorado
$277K -$1.12K -24 -0.4%
VFA
410
Valeo Financial Advisors
Indiana
$273K +$6.61K +142 +2%
Lazard Asset Management
411
Lazard Asset Management
New York
$273K – – –
SFA
412
Sequoia Financial Advisors
Ohio
$272K +$44.5K +956 +19%
EA
413
Eudaimonia Advisors
Tennessee
$271K – – –
AAS
414
Avantax Advisory Services
Texas
$268K +$31.3K +673 +13%
CNBT
415
Canandaigua National Bank & Trust
New York
$264K -$8.05K -173 -3%
DI
416
DFPG Investments
Utah
$263K +$279K +5,987 New
KCM
417
Kathmere Capital Management
Pennsylvania
$262K +$15.5K +332 +6%
IWP
418
Icon Wealth Partners
Texas
$261K -$8.57K -184 -3%
PA
419
Parallel Advisors
California
$258K +$10.1K +217 +4%
RB
420
Renasant Bank
Mississippi
$257K -$141K -3,022 -35%
PFBT
421
Parkside Financial Bank & Trust
Missouri
$252K -$3.44K -74 -1%
BPA
422
Beacon Pointe Advisors
California
$251K +$28.8K +618 +13%
OP
423
ORG Partners
Indiana
$250K +$254K +5,452 New
MWC
424
MBM Wealth Consultants
Missouri
$247K +$103K +2,209 +66%
LFA
425
Legacy Financial Advisors
Kentucky
$245K +$250K +5,372 New