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Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
1501
Carson Wealth (CWM LLC)
Nebraska
$462K +$36.2K +352 +8%
CIAS
1502
Capital Investment Advisory Services
North Carolina
$461K +$16.9K +164 +4%
Twin Tree Management
1503
Twin Tree Management
Texas
$460K +$480K +4,668 New
KI
1504
Koch Industries
Kansas
$459K +$479K +4,655 New
HCM
1505
Hollencrest Capital Management
California
$458K -$9.98K -97 -2%
HK
1506
Horizon Kinetics
New York
$455K +$15.3K +149 +3%
BWM
1507
Bernicke Wealth Management
Wisconsin
$453K +$77.2K +750 +20%
GHA
1508
Garcia Hamilton & Associates
Texas
$451K -$1.04M -10,078 -69%
SSA
1509
South Street Advisors
New York
$451K
PC
1510
Palo Capital
California
$450K +$25.2K +245 +6%
HAM
1511
Highstreet Asset Management
Ontario, Canada
$446K +$239K +2,320 +105%
EP
1512
Edgestream Partners
New Jersey
$445K -$187K -1,815 -29%
NFG
1513
Nations Financial Group
Iowa
$444K +$16.9K +164 +4%
JFA
1514
Johanson Financial Advisors
California
$444K +$58.8K +572 +14%
EWM
1515
Empirical Wealth Management
Washington
$442K +$103 +1 +0%
DIA
1516
Davidson Investment Advisors
Montana
$441K -$28.6K -278 -6%
LCM
1517
Leisure Capital Management
California
$441K +$2.06K +20 +0.4%
WIM
1518
Westside Investment Management
California
$440K +$206K +2,000 +83%
MWM
1519
Meridian Wealth Management
Kentucky
$440K -$303K -2,942 -40%
TBA
1520
Train Babcock Advisors
New York
$440K -$78K -758 -14%
GAMC
1521
Garner Asset Management Corp
Texas
$440K -$10.1K -98 -2%
FIAS
1522
FinTrust Investment Advisory Services
South Carolina
$435K +$454K +4,415 New
AssetMark Inc
1523
AssetMark Inc
California
$434K -$815K -7,922 -64%
WP
1524
WealthPLAN Partners
Nebraska
$433K -$10.4K -101 -2%
TIA
1525
Tiemann Investment Advisors
California
$431K +$7.92K +77 +2%