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Name Holding Trade Value Shares
Change
Change in
Stake
BAMCO Inc
851
BAMCO Inc
New York
$330K +$322K +8,912 New
SFG
852
Seamount Financial Group
Colorado
$327K +$17K +471 +6%
QFW
853
QTR Family Wealth
Florida
$326K +$306K +8,469 New
CGL
854
Clarius Group LLC
Washington
$324K -$904 -25 -0.3%
GC
855
Gilbert & Cook
Iowa
$323K -$388K -10,724 -55%
ACM
856
Aljian Capital Management
Nevada
$323K -$122K -3,365 -28%
CWM
857
Centurion Wealth Management
Virginia
$322K +$9.4K +260 +3%
3IP
858
3Chopt Investment Partners
Virginia
$321K -$6.66K -184 -2%
FFM
859
Forum Financial Management
Illinois
$320K +$14.6K +404 +5%
CI
860
CX Institutional
Indiana
$318K +$28.4K +785 +10%
SPWG
861
Sage Private Wealth Group
Illinois
$317K -$70.1K -1,939 -18%
YDMI
862
Y.D. More Investments
Israel
$317K -$468K -12,934 -60%
BBES
863
Buffalo Business & Estate Services
New York
$316K +$309K +8,533 New
KRW
864
Kaufman Rossin Wealth
Florida
$314K +$307K +8,477 New
FFA
865
Fi3 Financial Advisors
Indiana
$312K +$305K +8,441 New
HW
866
Hancock Whitney
Mississippi
$312K -$34.1K -943 -10%
MFS
867
Mattson Financial Services
Michigan
$310K +$303K +8,388 New
CAS
868
CTC Alternative Strategies
Illinois
$310K +$303K +8,370 New
MWM
869
Mission Wealth Management
California
$310K +$38.5K +1,063 +15%
VFG
870
Victory Financial Group
Texas
$310K -$262K -7,252 -46%
FMI
871
Frec Markets Inc
California
$309K +$302K +8,350 New
BCM
872
Bayesian Capital Management
New York
$308K +$301K +8,318 New
PCM
873
Parsons Capital Management
Rhode Island
$306K -$79.6K -2,200 -21%
CAMG
874
CWA Asset Management Group
Florida
$306K -$111K -3,058 -27%
SWM
875
SeaCrest Wealth Management
New York
$306K +$2.13K +59 +0.8%