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Name Holding Trade Value Shares
Change
Change in
Stake
BIA
301
Barry Investment Advisors
Massachusetts
$735K +$100K +2,872 +16%
Kayne Anderson Rudnick Investment Management
302
Kayne Anderson Rudnick Investment Management
California
$721K -$8.22K -235 -1%
KWA
303
KCS Wealth Advisory
California
$719K +$70.1K +2,004 +11%
SPIA
304
Steward Partners Investment Advisory
New York
$707K -$26.1K -745 -4%
PI
305
PFG Investments
New York
$703K +$692K +19,770 New
TWP
306
Tempus Wealth Planning
California
$685K -$3.01K -86 -0.4%
KPWS
307
Kestra Private Wealth Services
Texas
$684K +$283K +8,081 +73%
LFAS
308
Level Four Advisory Services
Texas
$680K -$216K -6,172 -24%
WCM
309
Washington Capital Management
Washington
$672K -$13.3K -380 -2%
MNBTD
310
Moody National Bank Trust Division
Texas
$672K +$7.1K +203 +1%
GFG
311
Greystone Financial Group
Michigan
$671K -$67K -1,914 -9%
Parallax Volatility Advisers
312
Parallax Volatility Advisers
California
$656K +$645K +18,433 New
GAA
313
Green Alpha Advisors
Colorado
$654K +$106K +3,016 +20%
WPC
314
Waters Parkerson & Co
Louisiana
$640K -$25.5K -728 -4%
TWC
315
TD Waterhouse Canada
Ontario, Canada
$638K +$8.47K +242 +1%
RIL
316
Rothschild Investment LLC
Illinois
$638K -$25K -715 -4%
IA
317
IFG Advisory
Georgia
$636K -$125K -3,580 -17%
KWM
318
Kingsview Wealth Management
Oregon
$629K -$1.01K -29 -0.2%
VFA
319
Valeo Financial Advisors
Indiana
$629K +$87.6K +2,504 +17%
RPCONE
320
Retirement Planning Company of New England
Rhode Island
$617K -$4.41K -126 -0.7%
VCS
321
Vaughan & Co Securities
New Jersey
$615K -$237K -6,773 -28%
LB
322
Leo Brokerage
Texas
$607K +$597K +17,072 New
Prudential Financial
323
Prudential Financial
New Jersey
$601K +$228K +6,517 +63%
BAM
324
Belpointe Asset Management
Nevada
$600K -$505K -14,426 -46%
MYIA
325
Mount Yale Investment Advisors
Colorado
$598K +$350K +10,001 +147%