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Name Holding Trade Value Shares
Change
Change in
Stake
LWAM
501
Legacy Wealth Asset Management
Minnesota
$499K +$4.92K +147 +1%
BBI
502
Baxter Bros Inc
Connecticut
$499K -$2.68K -80 -0.5%
RIA
503
Recurrent Investment Advisors
Texas
$499K +$3.91M +116,703 New
OPWM
504
Oxinas Partners Wealth Management
Indiana
$493K -$21.8K -650 -4%
CL
505
COWA LLC
Oklahoma
$493K -$13.4K -400 -3%
BFIM
506
Beese Fulmer Investment Management
Ohio
$479K +$100 +3 +0%
ATI
507
ARK & TLK Investments
Oklahoma
$478K -$16.9K -504 -4%
QIM
508
Quantitative Investment Management
Virginia
$477K -$486K -14,498 -51%
GC
509
Garde Capital
Washington
$476K +$7.94K +237 +2%
RCM
510
RNC Capital Management
California
$475K +$31.6K +944 +7%
MCM
511
MAI Capital Management
Ohio
$475K -$66K -1,970 -13%
GT
512
Greenleaf Trust
Michigan
$474K -$4.09K -122 -0.9%
SWP
513
Sagespring Wealth Partners
Tennessee
$469K +$30.2K +901 +7%
Group One Trading
514
Group One Trading
Illinois
$466K -$8.56M -255,697 -95%
KFA
515
Kelleher Financial Advisors
New York
$465K
GAMC
516
Garner Asset Management Corp
Texas
$465K +$452K +13,483 New
PFS
517
Prospect Financial Services
New York
$463K -$12.8K -382 -3%
BWP
518
Balboa Wealth Partners
Arizona
$463K -$50.1K -1,495 -10%
ACG
519
Allen Capital Group
Nebraska
$461K -$22.6K -675 -5%
BB
520
Burford Brothers
Texas
$460K
CCIA
521
Campbell & Co Investment Adviser
Maryland
$459K +$150K +4,476 +51%
DWP
522
Daymark Wealth Partners
Ohio
$458K +$4.69K +140 +1%
WAS
523
Winch Advisory Services
Wisconsin
$455K +$6.67K +199 +2%
SB
524
Simmons Bank
Arkansas
$448K -$14.2K -425 -3%
BRG
525
Bay Rivers Group
Virginia
$448K