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Name Holding Trade Value Shares
Change
Change in
Stake
PWM
1126
Prosperity Wealth Management
California
$306K +$332K +6,100 New
LFA
1127
Legacy Financial Advisors
Kentucky
$305K -$66.9K -1,231 -17%
WA
1128
WBH Advisory
Maryland
$305K
SC
1129
Sepio Capital
Utah
$304K
MHR
1130
Matthew Hamilton Rosenberg
$304K
PCP
1131
Proficio Capital Partners
Massachusetts
$304K -$51.7K -951 -14%
EFG
1132
Embree Financial Group
Illinois
$301K +$116K +2,130 +55%
IWA
1133
Icon Wealth Advisors
Texas
$301K +$48.9K +899 +18%
KLCM
1134
KG&L Capital Management
Louisiana
$301K -$208K -3,825 -39%
OPA
1135
Old Port Advisors
Maine
$300K -$5.82K -107 -2%
LCWP
1136
Legacy Capital Wealth Partners
Arkansas
$300K +$18.4K +338 +6%
SMH
1137
Sanders Morris Harris
Texas
$299K
PIA
1138
Prakash Investment Advisors
Massachusetts
$296K -$70.7K -1,300 -18%
ACA
1139
Aspire Capital Advisors
Washington
$296K -$8.92K -164 -3%
AIP
1140
Arrowpoint Investment Partners
Singapore
$296K +$320K +5,892 New
ACM
1141
Aspen Capital Management
Idaho
$294K +$318K +5,850 New
BA
1142
Bridgewater Advisors
New York
$294K +$315K +5,798 New
PWS
1143
Peterson Wealth Services
Utah
$293K +$3.48K +64 +1%
IB
1144
Intrust Bank
Kansas
$293K -$3.81K -70 -1%
PWA
1145
Prairie Wealth Advisors
Nebraska
$292K -$21.8K -400 -6%
GCM
1146
Gallacher Capital Management
Colorado
$292K +$316K +5,806 New
LAM
1147
L2 Asset Management
Massachusetts
$291K +$30.5K +561 +11%
ECM
1148
Evergreen Capital Management
Washington
$290K +$22K +404 +8%
LF
1149
Lee Financial
Texas
$289K -$19K -350 -6%
ANBT
1150
American National Bank & Trust
Texas
$288K +$34.5K +635 +12%