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Name Holding Trade Value Shares
Change
Change in
Stake
AIM
676
Axiom Investment Management
New York
$235K +$14.6K +525 +6%
CI
677
CX Institutional
Indiana
$233K -$27.7K -1,000 -10%
KM
678
Kalos Management
Georgia
$232K +$8.88K +320 +4%
CCMT
679
CMT Capital Markets Trading
Germany
$232K +$242K +8,707 New
WF
680
Whelan Financial
California
$231K
CA
681
Calton & Associates
Florida
$230K -$9.1K -328 -4%
CT
682
Coastline Trust
Rhode Island
$230K
OIA
683
OneDigital Investment Advisors
Kansas
$229K -$25.8K -930 -10%
BB
684
Bell Bank
North Dakota
$229K
BWM
685
BigSur Wealth Management
Florida
$227K
HIA
686
Harbor Investment Advisory
Maryland
$227K
SGCA
687
Steel Grove Capital Advisors
Tennessee
$227K +$236K +8,511 New
KAM
688
KEB Asset Management
Illinois
$226K +$236K +8,497 New
RFA
689
Resurgent Financial Advisors
Georgia
$224K +$234K +8,421 New
WAOI
690
Wealth Advisors of Iowa
Iowa
$223K -$72.9K -2,628 -24%
TF
691
Trek Financial
Arizona
$223K +$22.1K +797 +11%
FAG
692
Fortitude Advisory Group
Washington
$223K +$233K +8,387 New
AA
693
AlphaMark Advisors
Kentucky
$222K -$20.8K -750 -8%
SFP
694
Sandbox Financial Partners
Maryland
$222K
LNWTC
695
Laird Norton Wetherby Trust Company
Washington
$218K -$179K -6,469 -44%
Nomura Holdings
696
Nomura Holdings
Japan
$218K -$166K -5,985 -42%
TA
697
Tiedemann Advisors
New York
$218K -$18.6K -671 -8%
RC
698
Roundview Capital
New Jersey
$218K
WA
699
WealthTrust Axiom
Pennsylvania
$218K +$222 +8 +0.1%
OBWG
700
Onyx Bridge Wealth Group
New York
$218K +$2.5K +90 +1%