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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
276
Apollon Wealth Management
South Carolina
$197K +$6.82K +697 +4%
VFA
277
Valeo Financial Advisors
Indiana
$195K +$20.9K +2,141 +12%
PA
278
Parallel Advisors
California
$194K +$8.95K +915 +5%
IWM
279
IHT Wealth Management
Illinois
$191K -$144K -14,757 -42%
PP
280
PDS Planning
Ohio
$191K +$35.6K +3,638 +22%
MC
281
Moors & Cabot
Massachusetts
$190K -$2.3K -235 -1%
BJL
282
Brighton Jones LLC
Washington
$187K +$192K +19,579 New
LFAS
283
Level Four Advisory Services
Texas
$187K +$2.68K +274 +1%
CSP
284
Cary Street Partners
Virginia
$183K +$188K +19,168 New
ONB
285
Old National Bancorp
Indiana
$182K -$5.77K -590 -3%
Luther King Capital Management (LKCM)
286
Luther King Capital Management (LKCM)
Texas
$182K +$40.6K +4,148 +28%
Baird Financial Group
287
Baird Financial Group
Wisconsin
$181K +$56.8K +5,805 +44%
Northwestern Mutual Wealth Management
288
Northwestern Mutual Wealth Management
Wisconsin
$180K -$15.4K -1,570 -8%
AAS
289
Ameritas Advisory Services
Nebraska
$175K +$22.1K +2,262 +14%
IWC
290
Integrated Wealth Concepts
Massachusetts
$174K +$6.22K +636 +4%
AWM
291
AE Wealth Management
Kansas
$173K -$3.27K -334 -2%
PWG
292
Portside Wealth Group
Utah
$173K -$283K -28,877 -61%
OL
293
Optas LLC
Texas
$173K +$177K +18,097 New
OPA
294
Old Port Advisors
Maine
$171K -$36.4K -3,718 -17%
LSAG
295
Lake Street Advisors Group
New Hampshire
$167K -$47.5K -4,850 -22%
GT
296
Greenleaf Trust
Michigan
$164K +$13K +1,333 +8%
DWM
297
Drive Wealth Management
Utah
$164K +$168K +17,198 New
BFS
298
Beacon Financial Strategies
North Carolina
$163K
YIM
299
Yoffe Investment Management
Pennsylvania
$163K +$167K +17,073 New
SMH
300
Sanders Morris Harris
Texas
$159K