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Name Holding Trade Value Shares
Change
Change in
Stake
CIA
826
Caerus Investment Advisors
Texas
$286K -$95.2K -147 -24%
EFS
827
Essex Financial Services
Connecticut
$285K +$76.4K +118 +34%
WC
828
Waterloo Capital
Texas
$284K +$18.1K +28 +6%
SW
829
SkyOak Wealth
Michigan
$281K -$13K -20 -4%
GWANC
830
Guardian Wealth Advisors (North Carolina)
North Carolina
$280K
Northwestern Mutual Wealth Management
831
Northwestern Mutual Wealth Management
Wisconsin
$279K -$32.4K -50 -10%
LOPW
832
Live Oak Private Wealth
North Carolina
$279K +$295K +456 New
PA
833
Profund Advisors
Maryland
$278K -$41.4K -64 -12%
WH
834
Willner & Heller
California
$278K
KWM
835
Kingsview Wealth Management
Oregon
$277K -$130K -200 -31%
CFB
836
Cullen/Frost Bankers
Texas
$277K +$16.8K +26 +6%
ACM
837
Advisors Capital Management
New Jersey
$275K +$9.71K +15 +3%
AA
838
Armis Advisers
Georgia
$273K +$244K +377 New
AWA
839
Aaron Wealth Advisors
Illinois
$272K +$69.3K +107 +32%
HFM
840
Harvest Fund Management
China
$268K -$607K -937 -68%
CI
841
Cigna Investments
Connecticut
$268K
APW
842
Austin Private Wealth
Texas
$267K +$9.71K +15 +4%
WA
843
Waddell & Associates
Tennessee
$267K +$32.4K +50 +13%
EW
844
Evoke Wealth
California
$266K -$4.53K -7 -2%
CAM
845
Claret Asset Management
Quebec, Canada
$264K -$648 -1 -0.2%
KA
846
Klingman & Associates
New York
$264K -$16.8K -26 -6%
CRC
847
Curi RMB Capital
Illinois
$261K +$276K +427 New
GM
848
GeoWealth Management
Illinois
$260K -$26.5K -41 -9%
KCM
849
Kennedy Capital Management
Missouri
$258K
HBW
850
Hazlett, Burt & Watson
West Virginia
$258K +$90K +139 +49%