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Name Holding Trade Value Shares
Change
Change in
Stake
BAM
426
Brave Asset Management
New Jersey
$232K – – –
TNA
427
True North Advisors
Texas
$231K +$985 +13 +0.4%
CL
428
Choreo LLC
Illinois
$227K +$230K +3,039 New
AWA
429
Aaron Wealth Advisors
Illinois
$226K +$229K +3,028 New
SEC
430
Seven Eight Capital
New York
$226K +$229K +3,021 New
Capstone Investment Advisors
431
Capstone Investment Advisors
New York
$225K -$367K -4,843 -62%
WPC
432
Wedmont Private Capital
Pennsylvania
$219K +$3.33K +44 +2%
KAS
433
Kestra Advisory Services
Texas
$219K +$13K +172 +6%
UFF
434
USA Financial Formulas
Michigan
$217K +$220K +2,904 New
BFG
435
Bleakley Financial Group
New Jersey
$217K +$4.09K +54 +2%
SW
436
Simplicity Wealth
New Jersey
$217K +$5.08K +67 +2%
CC
437
Callan Capital
California
$217K -$27.9K -368 -11%
CS
438
Cannell & Spears
New York
$217K – – –
LOPW
439
Live Oak Private Wealth
North Carolina
$217K – – –
PMG
440
Private Management Group
California
$217K – – –
SW
441
SVB Wealth
Massachusetts
$217K -$45.1K -595 -17%
FRM
442
Fox Run Management
Connecticut
$214K -$626K -8,266 -74%
PGIM
443
Pacific Global Investment Management
California
$212K – – –
TCWA
444
Turtle Creek Wealth Advisors
Texas
$211K +$1.67K +22 +0.8%
EF
445
Empowered Funds
Pennsylvania
$209K +$211K +2,790 New
HI
446
Horizon Investments
North Carolina
$206K +$2.27K +30 +1%
Luther King Capital Management (LKCM)
447
Luther King Capital Management (LKCM)
Texas
$202K – – –
IWC
448
Integrated Wealth Concepts
Massachusetts
$202K +$205K +2,703 New
SCM
449
Stonehearth Capital Management
Massachusetts
$202K – – –
PWM
450
Perigon Wealth Management
California
$201K +$3.86K +51 +2%