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Name Holding Trade Value Shares
Change
Change in
Stake
DT
651
Diversified Trust
Tennessee
$263K +$10.8K +51 +5%
BSAM
652
Blue Square Asset Management
New York
$262K
EWA
653
EverSource Wealth Advisors
Alabama
$260K +$11.4K +54 +5%
CW
654
CreativeOne Wealth
Kansas
$260K -$54.3K -256 -18%
AWA
655
Arkadios Wealth Advisors
Georgia
$260K -$31.4K -148 -11%
PP
656
PDS Planning
Ohio
$259K +$636 +3 +0.3%
KFC
657
Klingenstein Fields & Co
New York
$256K
NFG
658
Nadler Financial Group
Illinois
$253K +$636 +3 +0.3%
BAAM
659
Baker Avenue Asset Management
California
$251K -$3.6K -17 -2%
AAP
660
Arax Advisory Partners
Colorado
$251K +$66.8K +315 +40%
LSAG
661
Lake Street Advisors Group
New Hampshire
$251K +$234K +1,103 New
FFA
662
Florida Financial Advisors
Florida
$250K +$233K +1,101 New
RWP
663
RWA Wealth Partners
Massachusetts
$248K +$231K +1,092 New
HCMT
664
Highland Capital Management (Tennessee)
Tennessee
$247K
MCCA
665
Mill Creek Capital Advisors
Pennsylvania
$246K -$4.24K -20 -2%
LF
666
Lee Financial
Texas
$245K +$212K +1,000 +1,266%
WA
667
Wealthstream Advisors
New York
$241K +$225K +1,061 New
NRC
668
New Republic Capital
North Carolina
$235K +$219K +1,032 New
RWM
669
Ritholtz Wealth Management
New York
$234K +$218K +1,031 New
Parallax Volatility Advisers
670
Parallax Volatility Advisers
California
$233K -$366K -1,726 -63%
FFWA
671
Forthright Family Wealth Advisory
Texas
$232K +$216K +1,020 New
PWG
672
Portside Wealth Group
Utah
$230K +$215K +1,013 New
OAM
673
Oak Asset Management
California
$228K
AIM
674
Arcadia Investment Management
Michigan
$227K
SS
675
Sunbelt Securities
Texas
$227K +$212 +1 +0.1%