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Name Holding Trade Value Shares
Change
Change in
Stake
KFGK
251
Keystone Financial Group (Kentucky)
Kentucky
$174K -$3.64K -435 -2%
Bessemer Group
252
Bessemer Group
New Jersey
$172K -$10.3K -1,227 -6%
SI
253
Seeds Investor
New York
$171K +$173K +20,742 New
ASG
254
Ariston Services Group
California
$171K -$1.47K -176 -0.8%
AC
255
AlphaCore Capital
California
$171K +$2.51K +300 +1%
AWM
256
Apollon Wealth Management
South Carolina
$170K -$43.1K -5,153 -20%
JWM
257
Janiczek Wealth Management
Colorado
$169K -$1.25K -149 -0.7%
MW
258
Marcum Wealth
Ohio
$167K +$19.6K +2,346 +13%
IWC
259
Integrated Wealth Concepts
Massachusetts
$167K -$147K -17,592 -46%
VFA
260
Valeo Financial Advisors
Indiana
$167K -$5.14K -615 -3%
EWA
261
EP Wealth Advisors
California
$166K -$20.6K -2,463 -11%
BRWA
262
B. Riley Wealth Advisors
Florida
$166K -$77.1K -9,223 -31%
FFM
263
Forum Financial Management
Illinois
$166K +$100 +12 +0.1%
ECM
264
Element Capital Management
New York
$165K +$167K +20,005 New
LFA
265
Legacy Financial Advisors
Kentucky
$164K +$6.51K +779 +4%
ONB
266
Old National Bancorp
Indiana
$164K +$166K +19,848 New
RCA
267
Resonant Capital Advisors
Wisconsin
$164K +$11.1K +1,334 +7%
MC
268
Moors & Cabot
Massachusetts
$160K -$5.01K -600 -3%
AWM
269
AE Wealth Management
Kansas
$159K +$9.18K +1,098 +6%
Baird Financial Group
270
Baird Financial Group
Wisconsin
$154K -$110K -13,192 -41%
CF
271
Convergence Financial
Missouri
$154K +$155K +18,605 New
EWA
272
EverSource Wealth Advisors
Alabama
$153K +$3.87K +463 +3%
GSEP
273
Golden State Equity Partners
California
$152K +$154K +18,419 New
BPA
274
Beacon Pointe Advisors
California
$149K +$19K +2,277 +14%
WAG
275
Wallace Advisory Group
California
$149K +$35K +4,188 +30%