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Name Holding Trade Value Shares
Change
Change in
Stake
CA
776
Cetera Advisors
Colorado
$245K +$250K +885 New
IAIM
777
International Assets Investment Management
Florida
$245K +$250K +885 New
RP
778
Rowlandmiller & Partners
Georgia
$244K – – –
LFASL
779
Lugano Financial Advisors SA (LFA)
Switzerland
$244K -$249K -880 -50%
QAM
780
Q3 Asset Management
Michigan
$242K +$247K +874 New
LP
781
LGL Partners
Pennsylvania
$241K -$75.4K -267 -23%
JIC
782
Joel Isaacson & Co
New York
$240K – – –
WA
783
WealthTrust Axiom
Pennsylvania
$240K – – –
SWA
784
Sutton Wealth Advisors
Florida
$240K +$1.7K +6 +0.7%
EHC
785
Everett Harris & Co
California
$239K – – –
PHS
786
Pekin Hardy Strauss
Illinois
$237K – – –
AWM
787
AE Wealth Management
Kansas
$236K -$5.66M -20,042 -96%
OWA
788
One Wealth Advisors
California
$236K +$241K +852 New
BFM
789
Boothbay Fund Management
New York
$235K -$304K -1,077 -56%
PWPS
790
Pinnacle Wealth Planning Services
Ohio
$235K +$240K +849 New
FBT
791
First Bank & Trust
South Dakota
$235K +$3.11K +11 +1%
SA
792
Syntax Advisors
New York
$234K -$102K -362 -30%
VCG
793
Vantage Consulting Group
Virginia
$234K -$102K -362 -30%
QCG
794
Quadrant Capital Group
Ohio
$233K +$128K +453 +117%
GLA
795
Great Lakes Advisors
Illinois
$232K -$13.3K -47 -5%
LCM
796
LCM Capital Management
Illinois
$232K +$1.13K +4 +0.5%
I
797
IMPACTfolio
Colorado
$232K +$236K +837 New
XT
798
XTX Topco
Cayman Islands
$230K -$153K -543 -40%
CANC
799
Culbertson A N & Co
Virginia
$227K – – –
POIA
800
Pin Oak Investment Advisors
Texas
$227K – – –