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Name Holding Trade Value Shares
Change
Change in
Stake
AAM
501
Advisors Asset Management
Colorado
$260K -$157K -502 -38%
KBC Group
502
KBC Group
Belgium
$256K +$256K +817 New
PCM
503
Parsons Capital Management
Rhode Island
$255K +$5.01K +16 +2%
WKSWA
504
White Knight Strategic Wealth Advisors
New Jersey
$254K
AGC
505
Aspen Grove Capital
Colorado
$253K +$5.64K +18 +2%
BWP
506
Bernardo Wealth Planning
Pennsylvania
$252K
PTC
507
Petrus Trust Company
Texas
$249K +$2.51K +8 +1%
Carson Wealth (CWM LLC)
508
Carson Wealth (CWM LLC)
Nebraska
$248K +$20.7K +66 +9%
MA
509
Mutual Advisors
Nebraska
$244K +$14.1K +45 +6%
FTDI
510
First Trust Direct Indexing
Massachusetts
$243K +$51.4K +164 +27%
DAS
511
Diversify Advisory Services
Utah
$242K -$85.2K -272 -27%
CGH
512
Crossmark Global Holdings
Texas
$242K -$13.2K -42 -5%
TCM
513
Teza Capital Management
Illinois
$242K +$242K +771 New
AssetMark Inc
514
AssetMark Inc
California
$241K +$4.07K +13 +2%
SCM
515
Semanteon Capital Management
Massachusetts
$236K +$236K +753 New
EWS
516
Eagle Wealth Strategies
New Jersey
$235K -$5.95K -19 -2%
FWM
517
Forza Wealth Management
Florida
$235K
CA
518
Clearstead Advisors
Ohio
$233K +$220K +703 +1,803%
MIM
519
Martin Investment Management
Florida
$232K
SBIA
520
Sheaff Brock Investment Advisors
Indiana
$232K
IA
521
IFP Advisors
Florida
$231K -$3.45K -11 -1%
AAM
522
Aureus Asset Management
Massachusetts
$228K -$9.09K -29 -4%
PFMU
523
Privium Fund Management (UK)
United Kingdom
$227K +$224K +714 New
JSW
524
Journey Strategic Wealth
New Jersey
$227K +$27K +86 +14%
PGFC
525
Peapack-Gladstone Financial Corp
New Jersey
$226K -$3.76K -12 -2%