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Name Holding Trade Value Shares
Change
Change in
Stake
DAS
1201
Dynamic Advisor Solutions
Arizona
$232K +$225K +1,131 New
IFG
1202
Independent Financial Group
California
$232K -$12.7K -64 -5%
RCM
1203
Raleigh Capital Management
North Carolina
$232K +$7.37K +37 +3%
CBT
1204
Central Bank & Trust
Kentucky
$231K -$34.3K -172 -13%
PCM
1205
Prelude Capital Management
New York
$230K -$651K -3,266 -74%
EL
1206
EWA LLC
Pennsylvania
$230K +$223K +1,118 New
GI
1207
Gradient Investments
Minnesota
$230K +$223K +1,117 New
AWA
1208
Alta Wealth Advisors
Massachusetts
$229K +$222K +1,116 New
IC
1209
Iconiq Capital
California
$229K +$222K +1,116 New
EWA
1210
EverSource Wealth Advisors
Alabama
$227K +$46.2K +232 +27%
FOA
1211
Five Oceans Advisors
California
$226K +$996 +5 +0.5%
CMBA
1212
C.M. Bidwell & Associates
Hawaii
$225K -$4.78K -24 -2%
PAS
1213
PKS Advisory Services
New York
$225K +$218K +1,094 New
KMWM
1214
Keudell/Morrison Wealth Management
Oregon
$224K +$218K +1,092 New
OP
1215
ORG Partners
Indiana
$223K -$92.4K -464 -30%
OC
1216
Oakworth Capital
Alabama
$222K +$31.9K +160 +17%
AIFAIM
1217
American Institute for Advanced Investment Management
Arizona
$222K +$215K +1,080 New
BFA
1218
Brown Financial Advisors
Ohio
$222K +$215K +1,080 New
PHS
1219
Pekin Hardy Strauss
Illinois
$218K +$211K +1,060 New
BC
1220
Bridgefront Capital
Texas
$218K -$942K -4,730 -82%
JSW
1221
Journey Strategic Wealth
New Jersey
$217K +$210K +1,056 New
ACG
1222
Allen Capital Group
Nebraska
$217K +$210K +1,054 New
LIA
1223
LS Investment Advisors
Michigan
$216K +$210K +1,052 New
EWM
1224
Evercore Wealth Management
New York
$215K +$209K +1,048 New
GCP
1225
GSA Capital Partners
United Kingdom
$215K +$208K +1,044 New