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Name Holding Trade Value Shares
Change
Change in
Stake
KFA
726
Kelleher Financial Advisors
New York
$360K -$218K -5,960 -40%
VWA
727
V Wealth Advisors
Kansas
$347K -$2.92K -80 -0.9%
BRC
728
Bell Rock Capital
Delaware
$347K – – –
SCI
729
Stableford Capital II
Arizona
$335K -$120K -3,280 -28%
SCA
730
Snowden Capital Advisors
New York
$334K -$1.76M -48,248 -85%
LJAC
731
L.J. Altfest & Co
New York
$330K -$10.2K -280 -3%
GWM
732
Geneos Wealth Management
Colorado
$324K +$24K +658 +9%
RA
733
Rational Advisors
New York
$323K +$3.65K +100 +1%
SG
734
StoneX Group
New York
$323K +$21.6K +592 +8%
CFA
735
Carroll Financial Associates
North Carolina
$317K -$29.1K -796 -10%
OWP
736
Obermeyer Wealth Partners
Colorado
$315K – – –
AT
737
Arden Trust
Delaware
$315K +$43.9K +1,201 +18%
WB
738
WesBanco Bank
West Virginia
$312K +$3K +82 +1%
MAM
739
Morse Asset Management
Connecticut
$311K +$281K +7,700 New
BA
740
Broadview Advisors
Wisconsin
$303K -$356K -9,750 -57%
AIM
741
Allen Investment Management
New York
$303K -$47.5K -1,301 -15%
1832 Asset Management
742
1832 Asset Management
Ontario, Canada
$303K +$279K +7,644 +9,100%
BGC
743
Blue Granite Capital
South Carolina
$298K -$1.64M -45,010 -86%
DIA
744
Davidson Investment Advisors
Montana
$290K +$20.1K +550 +8%
CCM
745
Corsair Capital Management
New York
$288K -$511 -14 -0.2%
BP
746
Ballentine Partners
Massachusetts
$285K -$4.31K -118 -2%
KWM
747
Kingsview Wealth Management
Oregon
$284K +$12.7K +348 +5%
LW
748
Linscomb Wealth
Texas
$283K -$5.44K -149 -2%
SAM
749
Strategy Asset Managers
California
$283K – – –
RWA
750
Ropes Wealth Advisors
Massachusetts
$283K +$87.7K +2,400 +52%