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Name Holding Trade Value Shares
Change
Change in
Stake
OL
576
Optas LLC
Texas
$217K +$216K +2,603 New
IF
577
Intrua Financial
Texas
$216K +$216K +2,598 New
ICP
578
Interchange Capital Partners
Pennsylvania
$215K +$215K +2,586 New
AWA
579
Acorn Wealth Advisors
Michigan
$215K +$214K +2,579 New
DWM
580
Drive Wealth Management
Utah
$214K +$213K +2,564 New
HSA
581
HBK Sorce Advisory
Pennsylvania
$213K
AGC
582
August Group Capital
$213K +$213K +2,562 New
CAM
583
Cresset Asset Management
Illinois
$213K -$174K -2,093 -45%
CWM
584
Compass Wealth Management
Connecticut
$212K +$212K +2,550 New
SC
585
Sepio Capital
Utah
$212K +$211K +2,541 New
FB
586
Fulton Bank
Pennsylvania
$212K +$211K +2,540 New
DAS
587
Dynamic Advisor Solutions
Arizona
$212K +$211K +2,540 New
CA
588
CoreCap Advisors
Michigan
$210K +$46.3K +558 +28%
FNBOO
589
First National Bank of Omaha
Nebraska
$210K +$213K +2,564 New
NB
590
Nicolet Bankshares
Wisconsin
$208K +$208K +2,500 New
NPT
591
National Philanthropic Trust
Pennsylvania
$206K +$206K +2,476 New
OIA
592
OneDigital Investment Advisors
Kansas
$206K +$205K +2,473 New
KBFS
593
Kohmann Bosshard Financial Services
Ohio
$205K +$204K +2,458 New
JG
594
Jain Global
New York
$204K -$346K -4,169 -63%
FLPIM
595
F.L. Putnam Investment Management
Massachusetts
$203K +$202K +2,439 New
SMA
596
Seven Mile Advisory
New Jersey
$203K +$202K +2,437 New
Capstone Investment Advisors
597
Capstone Investment Advisors
New York
$202K +$202K +2,430 New
MYIA
598
Mount Yale Investment Advisors
Colorado
$200K -$53K -639 -21%
LFG
599
Larson Financial Group
Missouri
$198K -$102K -1,223 -34%
OCWP
600
Owl Creek Wealth Partners
Colorado
$198K +$2.16K +26 +1%