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Name Holding Trade Value Shares
Change
Change in
Stake
CA
726
Clearstead Advisors
Ohio
$307K +$6.37K +134 +2%
KWM
727
Kingsview Wealth Management
Oregon
$305K -$789K -16,602 -70%
TPW
728
Transatlantique Private Wealth
New York
$305K – – –
FPCG
729
Forum Private Client Group
Indiana
$305K +$23.2K +488 +8%
JCM
730
J2 Capital Management
Michigan
$303K +$24.3K +512 +8%
TAIM
731
TD Ameritrade Investment Management
Nebraska
$302K -$73.7K -1,551 -18%
MCA
732
Morris Capital Advisors
Pennsylvania
$302K – – –
ICM
733
Islay Capital Management
Texas
$302K +$261K +5,487 +390%
BTWM
734
Baker Tilly Wealth Management
Wisconsin
$301K +$57.2K +1,204 +21%
ZCA
735
Zeke Capital Advisors
Pennsylvania
$300K – – –
SCA
736
Snowden Capital Advisors
New York
$300K +$51.5K +1,083 +19%
RDFA
737
Ritter Daniher Financial Advisory
Ohio
$299K -$90.3K -1,900 -22%
BFM
738
Boothbay Fund Management
New York
$298K -$372K -7,824 -53%
DWT
739
Dorsey & Whitney Trust
South Dakota
$298K -$41.3K -869 -11%
FPAS
740
Focus Partners Advisor Solutions
Missouri
$298K +$53K +1,115 +20%
AF
741
Allworth Financial
California
$296K +$6.22K +131 +2%
FCAG
742
First Capital Advisors Group
New Jersey
$294K -$40.8K -859 -11%
SIA
743
SkyView Investment Advisors
New Jersey
$294K -$40.8K -859 -11%
FDS
744
Freedom Day Solutions
Texas
$292K -$40.2K -846 -11%
AWC
745
Adamsbrown Wealth Consultants
Kansas
$292K -$5.84K -123 -2%
CBT
746
Central Bank & Trust
Kentucky
$291K -$122K -2,559 -28%
SFI
747
Siemens Fonds Invest
Germany
$291K -$25.3K -533 -7%
CFG
748
Cooper Financial Group
California
$291K +$19.5K +410 +7%
AAS
749
Ameritas Advisory Services
Nebraska
$291K +$95.1K +2,002 +43%
MFG
750
Merit Financial Group
Georgia
$291K +$107K +2,261 +52%