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Name Holding Trade Value Shares
Change
Change in
Stake
ACM
276
AlphaStar Capital Management
North Carolina
$409K +$426K +6,614 New
VF
277
Virtu Financial
New York
$402K -$80.7K -1,253 -16%
OIA
278
Optimum Investment Advisors
Illinois
$399K
ATIA
279
American Trust Investment Advisors
New Hampshire
$399K +$68.2K +1,060 +20%
PA
280
Parallel Advisors
California
$394K +$79.2K +1,231 +24%
VAS
281
Vestmark Advisory Solutions
Massachusetts
$393K +$45.1K +700 +12%
ECM
282
Evergreen Capital Management
Washington
$391K +$83.4K +1,295 +26%
PGA
283
Portland Global Advisors
Maine
$385K
CS
284
Comerica Securities
Michigan
$385K +$401K +6,225 New
ASN
285
Advisory Services Network
Georgia
$380K +$298K +4,635 +310%
CG
286
Caprock Group
Idaho
$376K +$391K +6,081 New
RJT
287
Raymond James Trust
Florida
$363K +$378K +5,867 New
MWM
288
Mission Wealth Management
California
$362K +$25.2K +392 +7%
MC
289
Moors & Cabot
Massachusetts
$356K +$63.4K +985 +21%
FCI
290
Financial Counselors Inc
Kansas
$355K +$55.9K +868 +18%
RWA
291
Ropes Wealth Advisors
Massachusetts
$352K
HC
292
Henshaw Capital
Massachusetts
$349K +$362K +5,631 New
APA
293
American Portfolios Advisors
New York
$349K +$33.3K +517 +10%
USGIU
294
U.S. Global Investors (USGI)
Texas
$347K
MGWM
295
Marks Group Wealth Management
Minnesota
$347K +$360K +5,598 New
KAS
296
Kestra Advisory Services
Texas
$346K -$51.9K -806 -13%
TCCM
297
Timber Creek Capital Management
Massachusetts
$346K
SWM
298
Spire Wealth Management
Virginia
$339K +$324K +5,033 New
CFA
299
Carroll Financial Associates
North Carolina
$337K +$29.1K +452 +9%
AC
300
Avestar Capital
New York
$335K +$319K +4,960 New