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Name Holding Trade Value Shares
Change
Change in
Stake
GM
676
GeoWealth Management
Illinois
$346K +$4.73K +18 +1%
ETC
677
Exchange Traded Concepts
Oklahoma
$346K +$17.1K +65 +6%
ISL
678
Ingalls & Snyder LLC
New York
$346K -$13.1K -50 -4%
PI
679
PFG Investments
New York
$346K +$263 +1 +0.1%
AWA
680
Aaron Wealth Advisors
Illinois
$345K +$117K +444 +56%
MOS
681
MGO One Seven
Ohio
$344K +$46.3K +176 +17%
FSA
682
Financial Sense Advisors
California
$341K +$789 +3 +0.2%
CA
683
Corecam AG
$341K +$83.3K +317 +35%
QCG
684
Quadrant Capital Group
Ohio
$340K -$7.62K -29 -2%
IP
685
Indivisible Partners
Florida
$339K +$41.5K +158 +15%
SI
686
Stephens Inc
Arkansas
$338K +$20.8K +79 +7%
CIC
687
Carnegie Investment Counsel
Ohio
$337K -$33.6K -128 -10%
PFS
688
Physicians Financial Services
North Carolina
$337K – – –
WG
689
Wealth Group
North Carolina
$337K +$316K +1,202 New
ECM
690
Evergreen Capital Management
Washington
$335K -$34.7K -132 -10%
MG
691
Mather Group
Illinois
$333K +$16.3K +62 +5%
CWP
692
Curated Wealth Partners
California
$332K -$596K -2,269 -66%
KFI
693
Key Financial Inc
Pennsylvania
$332K – – –
VWM
694
Venturi Wealth Management
Texas
$330K -$221K -840 -42%
LFAS
695
Level Four Advisory Services
Texas
$330K +$17.9K +68 +6%
WF
696
Womack Financial
Texas
$328K -$22.1K -84 -7%
DEA
697
DoubleLine ETF Adviser
Florida
$327K -$19.5K -74 -6%
BM
698
Belfer Management
New York
$325K – – –
BP
699
Ballentine Partners
Massachusetts
$325K -$7.62K -29 -2%
CI
700
Corient IA
Florida
$325K – – –