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Name Holding Trade Value Shares
Change
Change in
Stake
HFO
326
Heritage Family Offices
Arizona
$249K
Vanguard Capital Wealth Advisors
327
Vanguard Capital Wealth Advisors
Colorado
$246K +$1.74K +15 +0.7%
LCWP
328
Legacy Capital Wealth Partners
Arkansas
$243K +$5.56K +48 +2%
HC
329
Hendley & Co
Ohio
$241K +$242K +2,090 New
CL
330
Choreo LLC
Illinois
$241K -$6.95K -60 -3%
RAM
331
Redmond Asset Management
Virginia
$236K
FHA
332
Flagship Harbor Advisors
Massachusetts
$235K +$1.51K +13 +0.6%
MAS
333
Meeder Advisory Services
Ohio
$232K +$4.29K +37 +2%
ISL
334
Ingalls & Snyder LLC
New York
$231K
SFA
335
Sequoia Financial Advisors
Ohio
$226K +$227K +1,956 New
LAM
336
Longboard Asset Management
Arizona
$225K
BP
337
Ballentine Partners
Massachusetts
$223K +$9.5K +82 +4%
FWCM
338
Ferguson Wellman Capital Management
Oregon
$223K
SCM
339
Shelton Capital Management
Colorado
$220K -$7.18K -62 -3%
CFO
340
Callan Family Office
Pennsylvania
$219K +$220K +1,898 New
JWM
341
JGP Wealth Management
Oregon
$218K
Artisan Partners
342
Artisan Partners
Wisconsin
$218K
EF
343
Empowered Funds
Pennsylvania
$215K -$6.14K -53 -3%
AWM
344
Apollon Wealth Management
South Carolina
$214K -$2.08K -18 -1%
HWM
345
HB Wealth Management
Georgia
$213K +$214K +1,845 New
NA
346
NewEdge Advisors
Louisiana
$210K -$463 -4 -0.2%
AF
347
Allworth Financial
California
$208K +$7.65K +66 +4%
FFG
348
Fortem Financial Group
California
$203K -$448K -3,871 -69%
SWGC
349
Summit Wealth Group (Colorado)
Colorado
$203K +$203K +1,756 New
SAM
350
Shell Asset Management
Netherlands
$193K -$39.6K -342 -17%