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Name Holding Trade Value Shares
Change
Change in
Stake
CP
201
Camelot Portfolios
Ohio
$405K -$344K -24,096 -50%
AFG
202
Atomi Financial Group
New York
$400K +$86.9K +6,086 +33%
HH
203
Hilltop Holdings
Texas
$391K -$1.28K -90 -0.4%
WA
204
Wealthstar Advisors
Texas
$382K +$40.5K +2,837 +14%
IWC
205
Integrated Wealth Concepts
Massachusetts
$380K -$1.86M -129,994 -85%
LFA
206
Legacy Financial Advisors
Kentucky
$376K +$101K +7,070 +45%
SCA
207
Snowden Capital Advisors
New York
$373K +$60.8K +4,259 +23%
AWM
208
Axxcess Wealth Management
California
$367K
GCM
209
Gallacher Capital Management
Colorado
$361K +$8.62K +604 +3%
DI
210
Diligent Investors
California
$351K
CGL
211
Clarius Group LLC
Washington
$343K -$31.4K -2,197 -10%
CTC
212
Cetera Trust Company
Minnesota
$341K -$21.4K -1,500 -7%
SWS
213
SYSTM Wealth Solutions
Illinois
$333K -$38.1K -2,672 -12%
LC
214
Lindbrook Capital
California
$331K -$14.9K -1,041 -5%
YIA
215
YHB Investment Advisors
Connecticut
$318K
HC
216
Henshaw Capital
Massachusetts
$318K
New York State Common Retirement Fund
217
New York State Common Retirement Fund
New York
$316K
HCA
218
Hyperion Capital Advisors
New York
$314K
PCS
219
Personal CFO Solutions
New Jersey
$314K +$16.5K +1,153 +6%
SRC
220
Sage Rhino Capital
California
$311K -$1.57K -110 -0.6%
KeyBank National Association
221
KeyBank National Association
Ohio
$310K -$118K -8,287 -31%
AWM
222
Apollon Wealth Management
South Carolina
$307K -$22.9K -1,606 -8%
PPC
223
Park Place Capital
Alabama
$306K -$136K -9,518 -34%
NP
224
Nilsine Partners
Colorado
$301K +$107K +7,481 +69%
HT
225
Headlands Technologies
Illinois
$301K +$260K +18,237 New