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Name Holding Trade Value Shares
Change
Change in
Stake
NIM
751
NuWave Investment Management
New Jersey
$406K +$254K +973 +168%
1SB
752
1ST Source Bank
Indiana
$405K
USGIU
753
U.S. Global Investors (USGI)
Texas
$405K
PAS
754
Park Avenue Securities
New York
$405K +$39K +149 +11%
Carson Wealth (CWM LLC)
755
Carson Wealth (CWM LLC)
Nebraska
$404K
VC
756
Veracity Capital
Georgia
$403K +$402K +1,537 New
GAG
757
GM Advisory Group
New York
$393K -$37.9K -145 -9%
PIM
758
Penobscot Investment Management
Massachusetts
$391K +$3.92K +15 +1%
PFPT
759
Pinnacle Financial Partners (Tennessee)
Tennessee
$389K +$4.97K +19 +1%
LFAS
760
Level Four Advisory Services
Texas
$388K +$88.6K +339 +30%
NA
761
NewEdge Advisors
Louisiana
$387K -$44.7K -171 -10%
SI
762
Stephens Inc
Arkansas
$380K +$16.5K +63 +5%
MWM
763
Mission Wealth Management
California
$377K +$110K +420 +41%
OR
764
Olympiad Research
Connecticut
$376K +$375K +1,435 New
GCC
765
Guardian Capital (Canada)
Ontario, Canada
$375K -$146K -559 -28%
RC
766
Roundview Capital
New Jersey
$373K
IAA
767
Independent Advisor Alliance
North Carolina
$371K +$22K +84 +6%
VV
768
Verity & Verity
South Carolina
$369K
CC
769
Centiva Capital
New York
$364K -$291K -1,112 -44%
RWA
770
Ropes Wealth Advisors
Massachusetts
$360K -$15.4K -59 -4%
SHGA
771
Sand Hill Global Advisors
California
$358K -$168K -641 -32%
1WA
772
180 Wealth Advisors
Washington
$356K -$52K -199 -13%
WA
773
Wealth Architects
California
$356K +$356K +1,361 New
TCM
774
Traynor Capital Management
Pennsylvania
$350K -$32.4K -124 -8%
EW
775
Evoke Wealth
California
$347K -$3.92K -15 -1%