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Name Holding Trade Value Shares
Change
Change in
Stake
PAM
776
Peak Asset Management
Colorado
$290K – – –
MC
777
Machina Capital
France
$290K +$301K +1,280 New
WI
778
Wahed Invest
New York
$289K -$15.1K -64 -5%
JHCP
779
Jackson Hole Capital Partners
Oklahoma
$286K – – –
SPIA
780
Steward Partners Investment Advisory
New York
$286K +$73.4K +312 +33%
CWAG
781
Compton Wealth Advisory Group
Virginia
$286K +$297K +1,263 New
WWP
782
WR Wealth Planners
Missouri
$285K +$296K +1,257 New
GWANC
783
Guardian Wealth Advisors (North Carolina)
North Carolina
$284K -$422K -1,796 -59%
BC
784
Bridgefront Capital
Texas
$284K +$58.3K +248 +25%
SAM
785
Satovsky Asset Management
New York
$283K – – –
WCA
786
Westover Capital Advisors
Delaware
$283K – – –
IAIM
787
Industrial Alliance Investment Management
Quebec, Canada
$283K +$294K +1,248 New
NIM
788
NuWave Investment Management
New Jersey
$281K +$292K +1,241 New
TCA
789
Transcend Capital Advisors
New Jersey
$280K +$290K +1,235 New
OWA
790
One Wealth Advisors
California
$279K – – –
HGERS
791
Householder Group Estate & Retirement Specialist
Arizona
$278K – – –
WWM
792
Windsor Wealth Management
Indiana
$278K – – –
PFS
793
Prospera Financial Services
Texas
$278K +$7.53K +32 +3%
CI
794
Conning Inc
Connecticut
$278K +$8.47K +36 +3%
KF
795
Krilogy Financial
Missouri
$278K +$289K +1,227 New
PFA
796
Pure Financial Advisors
California
$275K – – –
YWP
797
YorkBridge Wealth Partners
New York
$274K +$28.2K +120 +11%
WA
798
Wealth Alliance
New York
$274K +$51.5K +219 +22%
BIM
799
Baldwin Investment Management
Pennsylvania
$273K -$82.1K -349 -22%
LJHT
800
Laurie J. Hall Trustee
$273K – – –