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Name Holding Trade Value Shares
Change
Change in
Stake
ZIG
726
Zuckerman Investment Group
Illinois
$238K
QCG
727
Quadrant Capital Group
Ohio
$238K +$60.9K +1,295 +33%
OF
728
Outfitter Financial
Maine
$236K
SIA
729
Schechter Investment Advisors
Michigan
$236K +$28.8K +613 +13%
PD
730
Planning Directions
Pennsylvania
$236K +$31.4K +667 +15%
CCA
731
Clearwater Capital Advisors
Illinois
$235K -$47K -1,000 -16%
TTWM
732
TCV Trust & Wealth Management
Virginia
$235K
SWM
733
SFG Wealth Management
Maryland
$235K +$13.9K +295 +6%
First Manhattan
734
First Manhattan
New York
$234K
PWA
735
Phoenix Wealth Advisors
North Carolina
$234K +$242K +5,156 New
RWM
736
Ritholtz Wealth Management
New York
$233K +$10.2K +216 +4%
LFAS
737
Level Four Advisory Services
Texas
$231K +$4.79K +102 +2%
GIA
738
Gateway Investment Advisers
Ohio
$231K +$6.68K +142 +3%
LSPW
739
Lake Street Private Wealth
Illinois
$230K
CPIG
740
Chicago Partners Investment Group
Illinois
$229K -$6.96K -148 -3%
AWM
741
Accel Wealth Management
Iowa
$229K +$4.42K +94 +2%
CWA
742
Centennial Wealth Advisory
Michigan
$229K +$238K +5,060 New
UAS
743
United Asset Strategies
New York
$228K -$141K -3,000 -37%
BW
744
Bison Wealth
Georgia
$228K +$237K +5,034 New
BS
745
Boenning & Scattergood
Pennsylvania
$226K
PP
746
Patten & Patten
Tennessee
$226K
AWAP
747
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$225K +$14.1K +300 +6%
AT
748
American Trust
Kentucky
$225K +$20.7K +440 +10%
CAM
749
Cresset Asset Management
Illinois
$224K -$278K -5,910 -54%
GI
750
Gradient Investments
Minnesota
$223K -$169K -3,592 -42%