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Name Holding Trade Value Shares
Change
Change in
Stake
PP
676
PDS Planning
Ohio
$255K +$2.55K +11 +1%
RWM
677
Ritholtz Wealth Management
New York
$253K +$2.09K +9 +0.8%
BAAM
678
Baker Avenue Asset Management
California
$252K +$1.39K +6 +0.5%
KFC
679
Klingenstein Fields & Co
New York
$252K
BCV
680
Banque Cantonale Vaudoise
Switzerland
$251K +$260K +1,121 New
NFG
681
Nadler Financial Group
Illinois
$250K +$928 +4 +0.4%
BAM
682
Berkshire Asset Management
Pennsylvania
$246K +$255K +1,099 New
SFA
683
Semmax Financial Advisors
North Carolina
$246K -$94.2K -406 -26%
PTP
684
Platform Technology Partners
New York
$245K +$254K +1,094 New
HCMT
685
Highland Capital Management (Tennessee)
Tennessee
$244K
HT
686
Headlands Technologies
Illinois
$240K +$15.3K +66 +7%
AAP
687
Arax Advisory Partners
Colorado
$240K -$12.5K -54 -5%
CP
688
Camelot Portfolios
Ohio
$240K +$248K +1,070 New
FL
689
Fort LP
Maryland
$239K +$5.8K +25 +2%
AFG
690
Atomi Financial Group
New York
$237K +$246K +1,061 New
GS
691
GTS Securities
Florida
$234K -$233K -1,005 -49%
FCI
692
Financial Counselors Inc
Kansas
$230K -$155K -668 -39%
FFWA
693
Forthright Family Wealth Advisory
Texas
$228K
P
694
Pitcairn
Pennsylvania
$228K +$34.3K +148 +17%
TC
695
Trilogy Capital
California
$228K +$236K +1,019 New
PWG
696
Portside Wealth Group
Utah
$228K -$15.5K -67 -6%
MA
697
MCF Advisors
Kentucky
$226K +$4.64K +20 +2%
OAM
698
Oak Asset Management
California
$225K
AIA
699
Angeles Investment Advisors
California
$225K +$233K +1,005 New
LCWP
700
Legacy Capital Wealth Partners
Arkansas
$224K +$232K +1,001 New