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Name Holding Trade Value Shares
Change
Change in
Stake
CCM
401
Canal Capital Management
Virginia
$561K
AC
402
AlphaCore Capital
California
$548K +$19.6K +467 +3%
BSW
403
Buckingham Strategic Wealth
Missouri
$548K -$20.1K -478 -3%
AFG
404
Atomi Financial Group
New York
$548K +$63.8K +1,516 +12%
VCS
405
Vaughan & Co Securities
New Jersey
$540K -$25.9K -616 -4%
MHS
406
M Holdings Securities
Oregon
$534K +$584K +13,881 New
Citadel Advisors
407
Citadel Advisors
Florida
$532K -$8.56M -203,555 -94%
Kovitz Investment Group Partners
408
Kovitz Investment Group Partners
Illinois
$525K -$81.9K -1,948 -12%
WH
409
Willner & Heller
California
$524K -$15.1K -360 -3%
FM
410
Foster & Motley
Ohio
$524K +$573K +13,622 New
AIM
411
Alhambra Investment Management
Florida
$519K -$71.9K -1,710 -11%
SMH
412
Sanders Morris Harris
Texas
$514K
AHL
413
Abel Hall LLC
Louisiana
$513K +$6.86K +163 +1%
SFS
414
Sowell Financial Services
Arkansas
$510K -$5.22K -124 -0.9%
WI
415
Wintrust Investments
Illinois
$510K
BGC
416
Beutel, Goodman & Co
Ontario, Canada
$506K
CL
417
CSS LLC
Illinois
$501K +$337K +8,000 +160%
BHPW
418
Beverly Hills Private Wealth
California
$498K -$486K -11,555 -47%
NAS
419
Nicolet Advisory Services
Wisconsin
$493K +$33.4K +795 +7%
EM
420
Excalibur Management
Massachusetts
$491K +$5.47K +130 +1%
Focus Partners Wealth
421
Focus Partners Wealth
Massachusetts
$487K +$533K +12,660 New
MOS
422
MGO One Seven
Ohio
$484K -$26.6K -632 -5%
WAAG
423
Wealth Alliance Advisory Group
Kansas
$484K -$12.3K -292 -2%
BW
424
Bison Wealth
Georgia
$481K
VFA
425
Valeo Financial Advisors
Indiana
$476K -$82.2K -1,953 -14%