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Name Holding Trade Value Shares
Change
Change in
Stake
SWP
901
Significant Wealth Partners
Illinois
$318K -$268K -4,099 -45%
TD Private Client Wealth
902
TD Private Client Wealth
New York
$317K +$61.2K +936 +23%
Ancora Advisors
903
Ancora Advisors
Ohio
$317K +$137K +2,100 +71%
Calamos Wealth Management
904
Calamos Wealth Management
Illinois
$314K +$329K +5,026 New
AI
905
Axecap Investments
Ohio
$314K -$785K -12,004 -70%
CWM
906
Cornerstone Wealth Management
Missouri
$314K +$39.2K +599 +14%
SIC
907
Sigma Investment Counselors
Michigan
$312K -$2.75K -42 -0.8%
Axxcess Wealth Management
908
Axxcess Wealth Management
California
$312K +$6.54K +100 +2%
PHS
909
Pekin Hardy Strauss
Illinois
$312K +$327K +5,000 New
PPWP
910
Premier Path Wealth Partners
New Jersey
$312K -$5.69K -87 -2%
KFA
911
Kapstone Financial Advisors
Ohio
$311K – – –
RWPA
912
Richard W. Paul & Associates
Michigan
$310K -$26.4K -403 -8%
FineMark National Bank & Trust
913
FineMark National Bank & Trust
Florida
$310K +$325K +4,965 New
WC
914
Wynn Capital
Georgia
$310K +$19K +290 +6%
OL
915
Optas LLC
Texas
$310K +$91.3K +1,396 +39%
MA
916
MONECO Advisors
Connecticut
$309K +$9.35K +143 +3%
TC
917
Trilogy Capital
California
$309K – – –
OCG
918
Opus Capital Group
Ohio
$307K – – –
NPFS
919
Novak & Powell Financial Services
Florida
$307K +$1.44K +22 +0.4%
IBOK
920
Independence Bank of Kentucky
Kentucky
$306K – – –
CF
921
Centaurus Financial
California
$305K +$719 +11 +0.2%
IWM
922
Iams Wealth Management
Nebraska
$305K +$122K +1,858 +62%
SCM
923
Stevens Capital Management
Pennsylvania
$304K -$232K -3,554 -42%
Sax Wealth Advisors
924
Sax Wealth Advisors
New Jersey
$303K +$317K +4,851 New
TI
925
TrueMark Investments
Illinois
$303K +$317K +4,851 New