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Name Holding Trade Value Shares
Change
Change in
Stake
MWM
501
Meridian Wealth Management
Kentucky
$344K – – –
BFW
502
Brady Family Wealth
Missouri
$343K -$5.59K -12 -2%
GCM
503
Graham Capital Management
Connecticut
$341K +$350K +750 New
EA
504
Everpar Advisors
Oklahoma
$340K -$21.9K -47 -6%
IB
505
Intrust Bank
Kansas
$338K -$8.39K -18 -2%
KWM
506
Kolinsky Wealth Management
New Jersey
$333K -$5.13K -11 -1%
AA
507
ALPS Advisors
Colorado
$329K -$12.6K -27 -4%
BRWA
508
B. Riley Wealth Advisors
Florida
$325K +$120K +258 +53%
CA
509
CoreCap Advisors
Michigan
$323K +$49.9K +107 +18%
GS
510
GTS Securities
Florida
$323K -$123K -263 -27%
AWS
511
Atria Wealth Solutions
New York
$323K -$25.6K -55 -7%
SF
512
Synovus Financial
Georgia
$322K +$11.7K +25 +4%
VI
513
Vestcor Inc
New Brunswick, Canada
$319K -$3.26K -7 -1%
HSA
514
HBK Sorce Advisory
Pennsylvania
$319K -$7.46K -16 -2%
GF
515
Gabelli Funds
New York
$318K +$46.6K +100 +17%
IWM
516
IHT Wealth Management
Illinois
$317K -$39.6K -85 -11%
DBIA
517
Dumont & Blake Investment Advisors
New Jersey
$314K -$19.6K -42 -6%
Capstone Investment Advisors
518
Capstone Investment Advisors
New York
$314K +$322K +690 New
EAM
519
Empirical Asset Management
Massachusetts
$312K +$320K +687 New
FIM
520
Freedom Investment Management
Connecticut
$310K -$62K -133 -16%
AC
521
Apella Capital
Connecticut
$309K – – –
BHCM
522
Brevan Howard Capital Management
Jersey
$308K +$316K +678 New
WJWM
523
Williams Jones Wealth Management
New York
$306K – – –
BCA
524
Bay Colony Advisors
Massachusetts
$306K +$114K +244 +57%
HIC
525
Hartline Investment Corp
Illinois
$306K +$314K +673 New