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Name Holding Trade Value Shares
Change
Change in
Stake
CCA
1201
Catalyst Capital Advisors
New York
$220K +$79.9K +374 +54%
LI
1202
LifeWealth Investments
Florida
$220K +$3.63K +17 +2%
CIAS
1203
Capital Investment Advisory Services
North Carolina
$219K -$647K -3,028 -74%
SIM
1204
Stratos Investment Management
Ohio
$219K -$7.69K -36 -3%
BTI
1205
Blue Trust Inc
Georgia
$218K -$322K -1,507 -59%
FWP
1206
FAS Wealth Partners
Kansas
$218K +$427 +2 +0.2%
PFM
1207
Patton Fund Management
Texas
$217K – – –
CF
1208
Claris Financial
Virginia
$216K – – –
LIA
1209
LS Investment Advisors
Michigan
$216K – – –
EWM
1210
Evercore Wealth Management
New York
$215K – – –
IAIM
1211
International Assets Investment Management
Florida
$215K – – –
SB
1212
Strategic Blueprint
Georgia
$214K +$223K +1,045 New
I
1213
InceptionR
California
$213K +$222K +1,040 New
GWMIA
1214
Global Wealth Management Investment Advisory
Florida
$211K +$220K +1,029 New
LCM
1215
Laurion Capital Management
New York
$211K +$219K +1,027 New
CCFM
1216
Clear Creek Financial Management
Washington
$209K +$22.4K +105 +11%
FCM
1217
Fourpath Capital Management
Oklahoma
$209K +$6.19K +29 +3%
JWBC
1218
J.W. Burns & Co
New York
$209K – – –
WI
1219
WrapManager Inc
California
$208K -$131K -612 -38%
FWA
1220
FSM Wealth Advisors
Ohio
$208K +$217K +1,014 New
TWM
1221
Topsail Wealth Management
North Carolina
$206K +$427 +2 +0.2%
CBB
1222
Citizens Business Bank
California
$206K +$214K +1,003 New
AWE
1223
Avidian Wealth Enterprises
Texas
$205K +$13.7K +64 +7%
AIM
1224
Allen Investment Management
New York
$205K – – –
ACIM
1225
Azimuth Capital Investment Management
Michigan
$205K – – –