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Name Holding Trade Value Shares
Change
Change in
Stake
SL
201
Summitry LLC
California
$268K +$103K +12,330 +61%
ECM
202
Evergreen Capital Management
Washington
$267K -$49.4K -5,914 -15%
BWM
203
Baron Wealth Management
Michigan
$266K +$46K +5,498 +21%
ISL
204
Ingalls & Snyder LLC
New York
$262K -$4.18K -500 -2%
NG
205
Norden Group
Utah
$260K -$12.1K -1,442 -4%
LCWP
206
Legacy Capital Wealth Partners
Arkansas
$258K +$261K +31,255 New
Lido Advisors
207
Lido Advisors
California
$256K +$159K +19,017 +159%
AllianceBernstein
208
AllianceBernstein
Tennessee
$251K -$89.8M -10,743,628 -100%
CSPIA
209
Cary Street Partners Investment Advisory
Virginia
$250K +$130K +15,495 +104%
CT
210
Caldwell Trust
Florida
$248K -$5.01K -600 -2%
HCMT
211
Highland Capital Management (Tennessee)
Tennessee
$243K -$17.6K -2,105 -7%
VA
212
Vident Advisory
Georgia
$242K +$1.03K +123 +0.4%
DWM
213
Defined Wealth Management
Oregon
$241K +$1.53K +183 +0.6%
SWM
214
Seed Wealth Management
Illinois
$241K +$16.7K +2,000 +7%
LI
215
Lafayette Investments
Maryland
$240K
EH
216
Equitable Holdings
New York
$240K +$11.8K +1,412 +5%
Focus Partners Wealth
217
Focus Partners Wealth
Massachusetts
$238K +$240K +28,722 New
QWP
218
Quotient Wealth Partners
Texas
$238K +$241K +28,776 New
DADC
219
D.A. Davidson & Co
Montana
$234K -$26.8K -3,205 -10%
FAIM
220
Financial Advocates Investment Management
Washington
$234K +$16.6K +1,981 +8%
MWA
221
MN Wealth Advisors
Kansas
$230K -$10.8K -1,288 -4%
CCM
222
Coldstream Capital Management
Washington
$224K -$140K -16,807 -38%
Capstone Investment Advisors
223
Capstone Investment Advisors
New York
$223K -$1.71M -204,990 -88%
QWM
224
Quadcap Wealth Management
Texas
$222K +$225K +26,930 New
BBW
225
Blue Barn Wealth
Utah
$220K +$2.02K +242 +0.9%