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Name Holding Trade Value Shares
Change
Change in
Stake
GM
801
GeoWealth Management
Illinois
$304K +$69.8K +115 +33%
EFG
802
Elm3 Financial Group
Georgia
$303K +$283K +466 New
FW
803
FullCircle Wealth
Texas
$302K -$62.5K -103 -18%
GWP
804
Gen-Wealth Partners
Michigan
$301K – – –
AIA
805
Affinity Investment Advisors
California
$301K +$20.6K +34 +8%
SWTS
806
Stonehaven Wealth & Tax Solutions
Wisconsin
$300K -$14K -23 -5%
GWANC
807
Guardian Wealth Advisors (North Carolina)
North Carolina
$297K +$11.5K +19 +4%
KA
808
Klingman & Associates
New York
$297K -$89.8K -148 -24%
WTC
809
WhitTier Trust Company
Nevada
$296K -$31.5K -52 -10%
WH
810
Willner & Heller
California
$295K – – –
CCA
811
Childress Capital Advisors
Texas
$294K +$275K +453 New
CFG
812
Citizens Financial Group
Rhode Island
$294K -$19.4K -32 -7%
BAMG
813
Brand Asset Management Group
Missouri
$290K +$271K +447 New
KRW
814
Kaufman Rossin Wealth
Florida
$288K – – –
EW
815
Evoke Wealth
California
$286K +$1.82K +3 +0.7%
BHCM
816
Brevan Howard Capital Management
Jersey
$286K -$5.51M -9,083 -95%
ONB
817
Old National Bancorp
Indiana
$285K -$6.07K -10 -2%
CI
818
Cigna Investments
Connecticut
$285K – – –
SB
819
Strategic Blueprint
Georgia
$285K +$31.5K +52 +13%
WC
820
Waterloo Capital
Texas
$283K +$13.3K +22 +5%
SWM
821
SeaCrest Wealth Management
New York
$283K +$247K +407 New
ACM
822
Advisors Capital Management
New Jersey
$283K -$2.43K -4 -0.9%
CAM
823
Claret Asset Management
Quebec, Canada
$281K -$3.64K -6 -1%
SAW
824
Signal Advisors Wealth
Michigan
$281K +$262K +432 New
WAG
825
Wallace Advisory Group
California
$280K +$317K +523 New