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Name Holding Trade Value Shares
Change
Change in
Stake
MWA
251
MN Wealth Advisors
Kansas
$243K -$7.88K -805 -3%
MW
252
Marcum Wealth
Ohio
$236K +$39.9K +4,074 +20%
Carson Wealth (CWM LLC)
253
Carson Wealth (CWM LLC)
Nebraska
$234K -$4.85K -496 -2%
CA
254
Clearstead Advisors
Ohio
$233K -$5.03K -514 -2%
LFA
255
Legacy Financial Advisors
Kentucky
$225K +$26.6K +2,720 +13%
NG
256
Norden Group
Utah
$225K -$247K -25,226 -52%
EWA
257
EP Wealth Advisors
California
$223K -$35.8K -3,656 -14%
SI
258
Seeds Investor
New York
$221K +$16.1K +1,648 +8%
WSFS
259
Wilmington Savings Fund Society
Delaware
$218K +$35.7K +3,647 +19%
FCG
260
Fielder Capital Group
Tennessee
$218K +$13.9K +1,422 +7%
OC
261
Oppenheimer & Co
New York
$217K +$2.43K +248 +1%
Bessemer Group
262
Bessemer Group
New Jersey
$212K +$12.1K +1,236 +6%
PI
263
PFG Investments
New York
$212K -$28.9K -2,953 -12%
LNWTC
264
Laird Norton Wetherby Trust Company
Washington
$208K
Wolverine Trading
265
Wolverine Trading
Illinois
$208K +$214K +21,878 New
MCM
266
MAI Capital Management
Ohio
$207K -$106K -10,787 -33%
SAM
267
Smartleaf Asset Management
Massachusetts
$206K -$72.2K -7,378 -25%
IC
268
Iconiq Capital
California
$206K +$113K +11,540 +115%
WA
269
Wealth Alliance
New York
$204K -$121K -12,365 -37%
GI
270
GAMMA Investing
California
$203K +$60.8K +6,215 +41%
KFGK
271
Keystone Financial Group (Kentucky)
Kentucky
$202K -$979 -100 -0.5%
PCS
272
Personal CFO Solutions
New Jersey
$198K -$8.05K -823 -4%
RCA
273
Resonant Capital Advisors
Wisconsin
$198K +$16.1K +1,641 +9%
ASG
274
Ariston Services Group
California
$198K
AC
275
AlphaCore Capital
California
$198K