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Name Holding Trade Value Shares
Change
Change in
Stake
CW
701
CreativeOne Wealth
Kansas
$437K +$616 +7 +0.1%
OTL
702
Oak Thistle LLC
New York
$436K -$3.56M -40,417 -90%
FFN
703
Focus Financial Network
Minnesota
$433K +$2.55K +29 +0.6%
GS
704
GWN Securities
Florida
$432K -$28.1K -319 -6%
CCG
705
Cypress Capital Group
Florida
$431K -$9.41K -107 -2%
PCA
706
Pallas Capital Advisors
Massachusetts
$431K -$22.6K -257 -5%
OAS
707
Optivise Advisory Services
Tennessee
$429K +$176 +2 +0%
SPC
708
Sigma Planning Corp
Michigan
$427K -$90.7K -1,031 -18%
DJSG
709
D.J. St. Germain
Massachusetts
$427K -$32.1K -365 -7%
DC
710
Davenport & Co
Virginia
$421K +$3.08K +35 +0.8%
AIP
711
Ameritas Investment Partners
Nebraska
$419K -$9.32K -106 -2%
Twin Tree Management
712
Twin Tree Management
Texas
$414K +$391K +4,443 New
VA
713
VestGen Advisors
Illinois
$413K
WWM
714
Western Wealth Management
Colorado
$411K +$39.5K +449 +11%
EGA
715
E&G Advisors
Texas
$411K +$1.06K +12 +0.3%
BRWA
716
B. Riley Wealth Advisors
Florida
$409K -$60.1K -683 -13%
CI
717
Cigna Investments
Connecticut
$404K +$12.9K +147 +4%
Brown Advisory
718
Brown Advisory
Maryland
$402K +$5.63K +64 +2%
KIA
719
Knollwood Investment Advisory
Maryland
$399K -$10.8K -123 -3%
HWA
720
Heritage Wealth Advisors
Virginia
$398K
CT
721
Colonial Trust
South Carolina
$395K -$4.84K -55 -1%
BAM
722
Belpointe Asset Management
Nevada
$395K +$264 +3 +0.1%
BMCM
723
Bryn Mawr Capital Management
Pennsylvania
$393K -$23.8K -270 -6%
LCM
724
LCM Capital Management
Illinois
$391K
SCM
725
Stevens Capital Management
Pennsylvania
$386K +$365K +4,145 New