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Name Holding Trade Value Shares
Change
Change in
Stake
EFS
476
Essex Financial Services
Connecticut
$135K +$139K +13,391 New
OAM
477
Occidental Asset Management
California
$131K
IFAM
478
Institutional & Family Asset Management
Colorado
$129K
AWE
479
Avidian Wealth Enterprises
Texas
$128K +$131K +12,653 New
HM
480
Harvest Management
New York
$127K
PIA
481
Powell Investment Advisors
Florida
$127K +$130K +12,550 New
SFS
482
Sowell Financial Services
Arkansas
$126K -$47.4K -4,564 -27%
HDIM
483
Hanson & Doremus Investment Management
Vermont
$125K -$11.5K -1,110 -8%
SIA
484
Strategic Investment Advisors
Michigan
$123K +$126K +12,143 New
WAM
485
Wealthspire Advisors (Maryland)
Maryland
$122K +$126K +12,140 New
GTCM
486
Gyon Technologies Capital Management
New Jersey
$119K +$123K +11,821 New
ACI
487
Alpha Cubed Investments
California
$118K -$23K -2,212 -16%
MOS
488
MGO One Seven
Ohio
$117K -$13.9K -1,340 -10%
CI
489
Conning Inc
Connecticut
$116K +$5.51K +530 +5%
WCM
490
WealthBridge Capital Management
Ohio
$116K +$120K +11,539 New
PWP
491
Principle Wealth Partners
Connecticut
$115K -$40.2K -3,865 -25%
SBIA
492
Sheaff Brock Investment Advisors
Indiana
$113K -$82.6K -7,946 -42%
V
493
Veritable
Delaware
$113K +$117K +11,217 New
RJT
494
Raymond James Trust
Florida
$112K -$13.7K -1,314 -11%
APP
495
Avantax Planning Partners
Iowa
$111K +$1.78K +171 +2%
TSS
496
Two Sigma Securities
New York
$109K -$41.2K -3,969 -27%
DILIC
497
Dai-ichi Life Insurance Company
Japan
$109K
CAPTRUST Financial Advisors
498
CAPTRUST Financial Advisors
North Carolina
$109K +$20K +1,925 +21%
KPWS
499
Kestra Private Wealth Services
Texas
$109K +$112K +10,823 New
PFM
500
Parsec Financial Management
North Carolina
$106K -$41.1K -3,951 -27%