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Name Holding Trade Value Shares
Change
Change in
Stake
PPW
601
Parcion Private Wealth
Washington
$239K +$21.2K +1,013 +9%
FMI
602
Frec Markets Inc
California
$239K +$250K +11,930 New
DDPIC
603
Deroy & Devereaux Private Investment Counsel
Michigan
$237K
SL
604
Sentinus LLC
Illinois
$237K +$15.3K +732 +7%
BAM
605
Belpointe Asset Management
Nevada
$235K +$14K +666 +6%
FCA
606
Fortis Capital Advisors
Kansas
$235K +$14K +666 +6%
VFA
607
Valeo Financial Advisors
Indiana
$235K -$428K -20,408 -64%
PW
608
Paladin Wealth
Minnesota
$234K +$36.8K +1,757 +18%
IAA
609
Independent Advisor Alliance
North Carolina
$232K +$32.5K +1,550 +15%
AC
610
AlphaCore Capital
California
$232K -$94.3K -4,501 -28%
LK
611
Lumbard & Kellner
New Hampshire
$231K
GI
612
GAMCO Investors
Connecticut
$230K +$817 +39 +0.3%
Lido Advisors
613
Lido Advisors
California
$230K +$240K +11,466 New
AAM
614
Advisors Asset Management
Colorado
$226K +$236K +11,264 New
SC
615
Syon Capital
California
$224K +$235K +11,194 New
MYIA
616
Mount Yale Investment Advisors
Colorado
$224K +$234K +11,164 New
CF
617
Centaurus Financial
California
$223K -$21.4K -1,021 -8%
WS
618
Wedbush Securities
California
$223K +$566 +27 +0.2%
TAM
619
Trust Asset Management
Texas
$220K
ZIM
620
Zacks Investment Management
Illinois
$220K -$379K -18,076 -62%
CCWM
621
Cassaday & Co Wealth Management
Virginia
$218K -$1.97K -94 -0.9%
CFG
622
Citizens Financial Group
Rhode Island
$215K -$50.7K -2,420 -18%
TCWA
623
Turtle Creek Wealth Advisors
Texas
$212K +$222K +10,593 New
HTC
624
Haverford Trust Company
Pennsylvania
$212K
SWP
625
Sagespring Wealth Partners
Tennessee
$211K -$7.08K -338 -3%