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Name Holding Trade Value Shares
Change
Change in
Stake
OC
776
Oppenheimer & Co
New York
$347K +$259K +2,139 New
IAS
777
Integrity Advisory Solutions
Texas
$341K +$256K +2,107 New
PWA
778
Pitcairn Wealth Advisors
Pennsylvania
$341K +$255K +2,106 New
TS
779
Triglav Skladi
Slovenia
$340K +$255K +2,100 New
WC
780
Wexford Capital
Florida
$339K +$254K +2,091 New
PP
781
PDS Planning
Ohio
$336K +$252K +2,075 New
HH
782
Hilltop Holdings
Texas
$335K +$251K +2,070 New
PWM
783
Power Wealth Management
Georgia
$335K +$251K +2,070 New
SP
784
SmartHarvest Portfolios
Washington
$334K +$250K +2,061 New
WIA
785
World Investment Advisors
California
$333K +$49.1K +405 +12%
CFP
786
Catalyst Financial Partners
Massachusetts
$332K +$249K +2,050 New
SFO
787
Stokes Family Office
Louisiana
$332K +$249K +2,050 New
1WA
788
180 Wealth Advisors
Washington
$331K +$248K +2,045 New
ACG
789
Allen Capital Group
Nebraska
$331K +$248K +2,044 New
VSQM
790
V-Square Quantitative Management
Illinois
$331K +$248K +2,044 New
SAW
791
Signal Advisors Wealth
Michigan
$330K +$247K +2,038 New
IC
792
IEQ Capital
California
$328K +$246K +2,026 New
CCIA
793
Campbell & Co Investment Adviser
Maryland
$326K +$244K +2,014 New
VVP
794
Venture Visionary Partners
Ohio
$325K +$243K +2,005 New
MAM
795
Mullooly Asset Management
New Jersey
$324K +$243K +2,000 New
PL
796
Parthenon LLC
Kentucky
$324K +$243K +2,000 New
GLA
797
Great Lakes Advisors
Illinois
$323K +$242K +1,996 New
GCP
798
GSA Capital Partners
United Kingdom
$323K +$241K +1,990 New
CBA
799
Coastal Bridge Advisors
Connecticut
$323K +$241K +1,991 New
KWM
800
Kingsview Wealth Management
Oregon
$323K +$241K +1,990 New