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Name Holding Trade Value Shares
Change
Change in
Stake
KWA
401
Kingswood Wealth Advisors
California
$300K +$307K +6,590 New
TSS
402
Two Sigma Securities
New York
$299K +$306K +6,564 New
SF
403
Slagle Financial
Illinois
$299K +$305K +6,553 New
CF
404
Centaurus Financial
California
$292K -$53.4K -1,148 -15%
MCM
405
MAI Capital Management
Ohio
$292K +$298K +6,400 New
MAS
406
Madden Advisory Services
Florida
$290K -$978 -21 -0.3%
C
407
CEDRUS
Colorado
$277K -$1.12K -24 -0.4%
VFA
408
Valeo Financial Advisors
Indiana
$273K +$6.61K +142 +2%
Lazard Asset Management
409
Lazard Asset Management
New York
$273K
SFA
410
Sequoia Financial Advisors
Ohio
$272K +$44.5K +956 +19%
EA
411
Eudaimonia Advisors
Tennessee
$271K
AAS
412
Avantax Advisory Services
Texas
$268K +$31.3K +673 +13%
CNBT
413
Canandaigua National Bank & Trust
New York
$264K -$8.05K -173 -3%
DI
414
DFPG Investments
Utah
$263K +$279K +5,987 New
KCM
415
Kathmere Capital Management
Pennsylvania
$262K +$15.5K +332 +6%
IWP
416
Icon Wealth Partners
Texas
$261K -$8.57K -184 -3%
PA
417
Parallel Advisors
California
$258K +$10.1K +217 +4%
RB
418
Renasant Bank
Mississippi
$257K -$141K -3,022 -35%
PFBT
419
Parkside Financial Bank & Trust
Missouri
$252K -$3.44K -74 -1%
BPA
420
Beacon Pointe Advisors
California
$251K +$28.8K +618 +13%
OP
421
ORG Partners
Indiana
$250K +$254K +5,452 New
MWC
422
MBM Wealth Consultants
Missouri
$247K +$103K +2,209 +66%
LFA
423
Legacy Financial Advisors
Kentucky
$245K +$250K +5,372 New
CFG
424
Citizens Financial Group
Rhode Island
$245K -$349K -7,504 -58%
CCA
425
Checchi Capital Advisers
California
$244K +$249K +5,359 New