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Name Holding Trade Value Shares
Change
Change in
Stake
FFS
401
Founders Financial Securities
Maryland
$260K -$38.6K -820 -16%
HIC
402
Hartline Investment Corp
Illinois
$253K +$193K +4,106 New
CCA
403
Cobblestone Capital Advisors
New York
$252K +$193K +4,097 New
GSEP
404
Golden State Equity Partners
California
$248K +$190K +4,031 New
FSC
405
Full Sail Capital
Oklahoma
$246K +$188K +4,000 New
CW
406
CreativeOne Wealth
Kansas
$245K +$187K +3,986 New
RWM
407
Ritholtz Wealth Management
New York
$242K +$185K +3,935 New
SPWM
408
Straight Path Wealth Management
Michigan
$240K +$184K +3,910 New
MYIA
409
Mount Yale Investment Advisors
Colorado
$240K +$184K +3,909 New
MIM
410
Moseley Investment Management
Florida
$238K +$182K +3,873 New
PA
411
PFG Advisors
Arizona
$237K +$181K +3,846 New
FFA
412
Founders Financial Alliance
North Carolina
$234K +$179K +3,812 New
VEA
413
Virtus ETF Advisers
New York
$232K +$39.6K +842 +29%
FCH
414
Freestone Capital Holdings
Washington
$232K +$177K +3,770 New
CIBC Private Wealth Group
415
CIBC Private Wealth Group
Georgia
$231K +$35.1K +746 +25%
IAIM
416
International Assets Investment Management
Florida
$228K +$11.1K +235 +4%
GCP
417
GSA Capital Partners
United Kingdom
$225K +$172K +3,654 New
AAS
418
Ameritas Advisory Services
Nebraska
$222K +$119K +2,524 +233%
MOS
419
MGO One Seven
Ohio
$221K +$169K +3,593 New
MFA
420
Mayflower Financial Advisors
Massachusetts
$219K +$168K +3,564 New
Lido Advisors
421
Lido Advisors
California
$219K +$167K +3,554 New
NFSG
422
Newbridge Financial Services Group
Florida
$218K +$9.4K +200 +6%
CA
423
CoreCap Advisors
Michigan
$217K +$12.9K +274 +8%
VT
424
Vise Technologies
New York
$217K +$166K +3,527 New
KIM
425
Kestra Investment Management
Texas
$217K +$160K +3,410 +2,991%