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Name Holding Trade Value Shares
Change
Change in
Stake
WAAG
951
Wealth Alliance Advisory Group
Kansas
$359K +$11.7K +40 +3%
CCA
952
Childress Capital Advisors
Texas
$355K -$38.8K -133 -10%
CAAS
953
Capital Asset Advisory Services
Michigan
$354K -$4.96K -17 -1%
SIA
954
SkyView Investment Advisors
New Jersey
$354K – – –
ADL
955
Asset Dedication LLC
California
$351K +$150K +515 +74%
AWA
956
Aaron Wealth Advisors
Illinois
$348K – – –
APW
957
Aurora Private Wealth
New Jersey
$347K – – –
SIC
958
Salem Investment Counselors
North Carolina
$347K – – –
BCM
959
Brookstone Capital Management
Illinois
$347K +$54.2K +186 +18%
EHC
960
Everett Harris & Co
California
$346K -$10.8K -37 -3%
DLA
961
Douglas Lane & Associates
New York
$341K +$9.04K +31 +3%
CSIC
962
Clifford Swan Investment Counsel
California
$340K – – –
TAM
963
Taurus Asset Management
New York
$340K – – –
KFGK
964
Keystone Financial Group (Kentucky)
Kentucky
$337K -$43.7K -150 -11%
PP
965
Patron Partners
Texas
$334K -$35K -120 -9%
Carson Wealth (CWM LLC)
966
Carson Wealth (CWM LLC)
Nebraska
$334K – – –
PWP
967
Principle Wealth Partners
Connecticut
$334K – – –
MBTD
968
Mechanics Bank - Trust Department
California
$334K +$10.5K +36 +3%
IC
969
Inscription Capital
Texas
$334K +$337K +1,155 New
MC
970
Moors & Cabot
Massachusetts
$332K -$3.79K -13 -1%
PCH
971
PGIM Custom Harvest
New Jersey
$331K +$215K +738 +181%
PCM
972
Prelude Capital Management
New York
$331K +$334K +1,144 New
IAMOG
973
Investors Asset Management of Georgia
Georgia
$327K – – –
KP
974
Keel Point
Alabama
$325K -$30.6K -105 -9%
DA
975
DSC Advisors
Illinois
$323K -$42.9K -147 -12%