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Name Holding Trade Value Shares
Change
Change in
Stake
JAFL
826
Jay A. Fishman Ltd
Michigan
$236K
HL
827
HeadInvest LLC
Maine
$236K +$244K +1,040 New
IWM
828
IHT Wealth Management
Illinois
$233K +$242K +1,031 New
RCA
829
Resonant Capital Advisors
Wisconsin
$233K -$47.1K -201 -16%
CIA
830
Capital Investment Advisors
Georgia
$232K +$9.15K +39 +4%
SA
831
Sincerus Advisory
New York
$231K -$235 -1 -0.1%
IDA
832
Intelligence Driven Advisers
California
$229K -$45.5K -194 -16%
SW
833
Simplicity Wealth
New Jersey
$229K +$23.7K +101 +11%
SAM
834
SP Asset Management
California
$226K
Vanguard Capital Wealth Advisors
835
Vanguard Capital Wealth Advisors
Colorado
$226K
MWM
836
MOR Wealth Management
Pennsylvania
$226K +$235K +1,000 New
XT
837
XTX Topco
Cayman Islands
$225K -$225K -958 -49%
HI
838
Harbour Investments
Wisconsin
$224K -$8.68K -37 -4%
MPWT
839
MassMutual Private Wealth & Trust
Connecticut
$222K +$15K +64 +7%
PFM
840
Patton Fund Management
Texas
$222K -$44.8K -191 -16%
OL
841
OneFund LLC
Florida
$222K +$14.1K +60 +7%
LFA
842
Legacy Financial Advisors
Kentucky
$221K -$48.3K -206 -17%
SIM
843
Sentry Investment Management
Wisconsin
$219K
TBWA
844
Three Bridge Wealth Advisors
California
$218K
WPWM
845
Western Pacific Wealth Management
Illinois
$216K
SW
846
SMART Wealth
Nebraska
$215K -$1.71M -7,294 -88%
BIG
847
Brookwood Investment Group
Arizona
$215K -$490K -2,090 -69%
TC
848
TownSquare Capital
Utah
$215K -$10.6K -45 -5%
BEI
849
Benjamin Edwards Inc
Missouri
$215K -$536K -2,285 -71%
BA
850
Bridgewater Advisors
New York
$214K -$10.6K -45 -4%