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Name Holding Trade Value Shares
Change
Change in
Stake
FPAS
601
Focus Partners Advisor Solutions
Missouri
$403K -$3.09K -103 -0.8%
AMIM
602
Aull & Monroe Investment Management
Alabama
$403K – – –
BWAM
603
Boyd Watterson Asset Management
Ohio
$401K +$420 +14 +0.1%
CIA
604
Capital Investment Advisors
Georgia
$401K +$30 +1 +0%
DWM
605
Dakota Wealth Management
Florida
$399K -$5.94K -198 -1%
WI
606
Wedgewood Investors
Pennsylvania
$397K – – –
AWM
607
Apollon Wealth Management
South Carolina
$395K -$30 -1 -0%
AI
608
AdvisorShares Investments
Maryland
$395K +$386K +12,856 New
B
609
Bailard
California
$392K +$1.83K +61 +0.5%
STC
610
Sarah T. Connolly
$392K – – –
WPC
611
Wedmont Private Capital
Pennsylvania
$387K +$136K +4,546 +63%
RG
612
Rathbones Group
United Kingdom
$386K – – –
CWM
613
Concentric Wealth Management
California
$386K -$39.5K -1,315 -9%
VHAM
614
Van Hulzen Asset Management
California
$385K +$2.07K +69 +0.6%
WI
615
Wahed Invest
New York
$384K -$5.07K -169 -1%
IIM
616
Ironwood Investment Management
Massachusetts
$384K – – –
CAG
617
Csenge Advisory Group
Florida
$382K +$374K +12,453 New
ZIG
618
Zuckerman Investment Group
Illinois
$381K – – –
LSA
619
Leonteq Securities AG
Switzerland
$380K +$62.1K +2,068 +20%
ASC
620
Atalanta Sosnoff Capital
New York
$380K +$95.8K +3,190 +35%
AA
621
Advisory Alpha
Michigan
$379K +$9.61K +320 +3%
MWA
622
Martel Wealth Advisors
Washington
$378K +$370K +12,324 New
NSIM
623
North Star Investment Management
Illinois
$377K +$90 +3 +0%
ET
624
Equitable Trust
Tennessee
$374K +$15K +500 +4%
MSAM
625
Moloney Securities Asset Management
Missouri
$374K +$8.29K +276 +2%