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Name Holding Trade Value Shares
Change
Change in
Stake
JWCA
701
J.W. Cole Advisors
Florida
$217K +$243K +2,469 New
CBTWT
702
Community Bank & Trust (Waco, Texas)
Texas
$217K – – –
AWA
703
Aaron Wealth Advisors
Illinois
$217K +$23.2K +236 +11%
RCAG
704
Rehmann Capital Advisory Group
Michigan
$213K -$2.16K -22 -0.9%
Atria Wealth Solutions
705
Atria Wealth Solutions
New York
$209K -$376K -3,827 -62%
TW
706
Traveka Wealth
California
$208K – – –
OL
707
Optas LLC
Texas
$207K +$231K +2,354 New
AGM
708
Alpine Global Management
New York
$206K -$15.4K -157 -6%
LWA
709
Lineweaver Wealth Advisors
Ohio
$206K -$11K -112 -5%
CC
710
Callan Capital
California
$203K +$227K +2,311 New
OR
711
Olympiad Research
Connecticut
$202K +$225K +2,291 New
Farmers & Merchants Investments Inc
712
Farmers & Merchants Investments Inc
Nebraska
$197K – – –
Farther Finance Advisors
713
Farther Finance Advisors
California
$194K -$3.64K -37 -2%
AssetMark Inc
714
AssetMark Inc
California
$187K +$295 +3 +0.1%
SW
715
SVB Wealth
Massachusetts
$184K -$46.4K -472 -18%
FPB
716
First PREMIER Bank
South Dakota
$181K -$20.2K -205 -9%
GAMMA Investing
717
GAMMA Investing
California
$169K +$40.6K +413 +27%
Brooklyn Investment Group
718
Brooklyn Investment Group
New York
$138K +$142K +1,440 +1,152%
OP
719
Oslo Pensjonsforsikring
$137K -$44.5K -453 -23%
Acadian Asset Management
720
Acadian Asset Management
Massachusetts
$135K -$273K -2,773 -64%
LI
721
LRI Investments
Florida
$134K +$44.8K +456 +42%
HCP
722
Hexagon Capital Partners
Arkansas
$131K -$6.79K -69 -4%
MAI Capital Management
723
MAI Capital Management
Ohio
$122K +$688 +7 +0.5%
SS
724
Sunbelt Securities
Texas
$117K – – –
GBT
725
Grove Bank & Trust
Florida
$114K – – –