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Name Holding Trade Value Shares
Change
Change in
Stake
TWPM
551
Total Wealth Planning & Management
Florida
$246K -$39.2K -448 -13%
CCM
552
Coldstream Capital Management
Washington
$245K +$264K +3,015 New
CPIG
553
Chicago Partners Investment Group
Illinois
$245K +$261K +2,981 New
BHCM
554
Brevan Howard Capital Management
Jersey
$245K +$263K +3,007 New
CA
555
Claro Advisors
Massachusetts
$244K +$2.98K +34 +1%
SFG
556
Sovereign Financial Group
Connecticut
$244K -$19.9K -227 -7%
MMPW
557
Mitchell McLeod Pugh & Williams
Alabama
$243K – – –
GSIAS
558
Garden State Investment Advisory Services
New Jersey
$243K +$61.3K +700 +31%
SS
559
Sunbelt Securities
Texas
$242K -$23.5K -268 -8%
JCM
560
Jag Capital Management
Missouri
$241K +$260K +2,964 New
FCM
561
Fieldview Capital Management
Michigan
$240K +$258K +2,950 New
HWM
562
HB Wealth Management
Georgia
$239K +$258K +2,941 New
SAI
563
Savvy Advisors Inc
New York
$239K +$52.8K +603 +26%
PP
564
Prudential plc
United Kingdom
$238K -$365K -4,162 -59%
SMH
565
Sanders Morris Harris
Texas
$236K – – –
AWM
566
Axxcess Wealth Management
California
$235K +$253K +2,887 New
CPL
567
CAP Partners LLC
Tennessee
$235K +$2.02K +23 +0.8%
UCFA
568
United Capital Financial Advisors
Texas
$232K -$18.7K -214 -7%
QAM
569
Q3 Asset Management
Michigan
$232K +$251K +2,860 New
ETC
570
Exchange Traded Concepts
Oklahoma
$232K -$110K -1,258 -31%
BCA
571
Bay Colony Advisors
Massachusetts
$230K +$243K +2,769 New
RTC
572
Real Talk Capital
Tennessee
$229K +$22.1K +252 +10%
QI
573
Qtron Investments
Massachusetts
$228K +$245K +2,800 New
C
574
Covestor
United Kingdom
$227K -$83.7K -956 -26%
Bank Julius Baer & Co
575
Bank Julius Baer & Co
Switzerland
$225K +$22.9K +261 +10%