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Name Holding Trade Value Shares
Change
Change in
Stake
AAS
526
Avantax Advisory Services
Texas
$242K -$8.36K -77 -4%
FIA
527
Foundations Investment Advisors
Arizona
$241K +$219K +2,012 New
PL
528
Parthenon LLC
Kentucky
$240K
BAM
529
Belpointe Asset Management
Nevada
$240K +$217K +1,999 New
HCMT
530
Highland Capital Management (Tennessee)
Tennessee
$239K +$216K +1,991 New
USCWA
531
U.S. Capital Wealth Advisors
Texas
$238K +$13K +120 +6%
AWA
532
Aaron Wealth Advisors
Illinois
$235K +$213K +1,958 New
PA
533
Procyon Advisors
Connecticut
$234K -$16.7K -154 -7%
CIBC Private Wealth Group
534
CIBC Private Wealth Group
Georgia
$231K +$14.6K +134 +7%
BCI
535
Brinker Capital Investments
Pennsylvania
$231K -$51.5K -474 -20%
OPS
536
Orion Portfolio Solutions
Nebraska
$231K -$51.5K -474 -20%
AA
537
Axiom Advisory
California
$229K +$3.58K +33 +2%
CAG
538
Csenge Advisory Group
Florida
$225K +$197K +1,810 New
SOW
539
State of Wyoming
Wyoming
$224K +$187K +1,718 +1,108%
IWC
540
Integrated Wealth Concepts
Massachusetts
$223K +$202K +1,863 New
TCA
541
Transcend Capital Advisors
New Jersey
$219K +$198K +1,827 New
CIA
542
Concurrent Investment Advisors
Florida
$217K -$16.7K -154 -8%
GA
543
Geller Advisors
New York
$214K -$12.2K -112 -6%
JWCA
544
J.W. Cole Advisors
Florida
$211K +$191K +1,757 New
ACA
545
Aptus Capital Advisors
Alabama
$211K +$191K +1,757 New
MAS
546
Meeder Advisory Services
Ohio
$208K +$189K +1,738 New
MAM
547
McLean Asset Management
Virginia
$206K +$184K +1,693 New
HI
548
Humankind Investments
New York
$206K +$186K +1,717 New
KA
549
KLCM Advisors
Wisconsin
$204K +$185K +1,705 New
QFA
550
Quantum Financial Advisors
California
$204K +$185K +1,699 New