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Name Holding Trade Value Shares
Change
Change in
Stake
IAN
801
Integrated Advisors Network
Texas
$215K -$48.2K -1,099 -16%
BAM
802
Belpointe Asset Management
Nevada
$214K -$46K -1,048 -15%
FIA
803
FPC Investment Advisory
California
$214K – – –
OAS
804
Optivise Advisory Services
Tennessee
$213K – – –
VBFP
805
Valtinson Bruner Financial Planning
Minnesota
$213K -$8.78K -200 -3%
HH
806
Hilltop Holdings
Texas
$213K +$6.67K +152 +3%
LJAC
807
L.J. Altfest & Co
New York
$213K +$658 +15 +0.3%
VA
808
Valmark Advisers
Ohio
$213K +$9.96K +227 +4%
BBHC
809
Brown Brothers Harriman & Co
New York
$212K – – –
POIA
810
Pin Oak Investment Advisors
Texas
$212K +$307 +7 +0.1%
YCM
811
Yousif Capital Management
Michigan
$210K -$918K -20,915 -79%
CIG
812
Cullen Investment Group
Louisiana
$210K +$17.8K +406 +8%
WCCM
813
Willow Creek Capital Management
Montana
$209K +$249K +5,667 New
KF
814
Krilogy Financial
Missouri
$207K +$30.3K +691 +14%
MPI
815
Mairs & Power Inc
Minnesota
$207K – – –
NPT
816
National Philanthropic Trust
Pennsylvania
$207K -$50.7K -1,155 -17%
SWM
817
Spire Wealth Management
Virginia
$204K -$53.2K -1,213 -18%
FWI
818
Facet Wealth Inc
Maryland
$204K +$243K +5,527 New
CWG
819
Cornerstone Wealth Group
North Carolina
$204K +$16.7K +381 +7%
BAM
820
Berkshire Asset Management
Pennsylvania
$204K – – –
AC
821
Apella Capital
Connecticut
$202K +$4.26K +97 +2%
IP
822
Ignite Planners
California
$202K -$6.54K -149 -3%
WSCM
823
Wellington Shields Capital Management
New York
$201K – – –
NCM
824
Nelson Capital Management
California
$201K +$239K +5,449 New
Optiver Holding
825
Optiver Holding
Netherlands
$197K -$4.64M -105,650 -95%