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Name Holding Trade Value Shares
Change
Change in
Stake
AFT
851
Alpha Family Trust
California
$339K – – –
VF
852
Vest Financial
Virginia
$337K +$317K +4,542 New
SWM
853
SeaCrest Wealth Management
New York
$336K -$230K -3,299 -42%
AWE
854
Avidian Wealth Enterprises
Texas
$334K +$12.7K +182 +4%
AWM
855
Avior Wealth Management
Nebraska
$333K +$83.4K +1,196 +28%
HIC
856
Holderness Investments Company
North Carolina
$332K +$488 +7 +0.2%
PRC
857
Pearl River Capital
Michigan
$332K +$312K +4,477 New
TPWA
858
TRUE Private Wealth Advisors
Oregon
$331K +$1.81K +26 +0.6%
MFIM
859
Mesirow Financial Investment Management
Illinois
$329K +$17.1K +245 +6%
ILI
860
Invesco LLC (Illinois)
Illinois
$328K -$3.14K -45 -1%
MGIA
861
Moneta Group Investment Advisors
Missouri
$325K +$306K +4,388 New
QCG
862
Quadrant Capital Group
Ohio
$325K -$11.6K -166 -4%
AIM
863
Aigen Investment Management
New York
$324K +$305K +4,375 New
WSC
864
Wellington Shields & Co
New York
$322K – – –
LCGC
865
Legacy Capital Group California
California
$321K -$3.97K -57 -1%
WAM
866
Worth Asset Management
Texas
$320K +$70 +1 +0%
GFG
867
Goldstone Financial Group
Illinois
$320K +$12.6K +181 +4%
WA
868
Wealth Alliance
New York
$318K +$8.43K +121 +3%
AL
869
Aspiriant LLC
California
$318K +$6.13K +88 +2%
DA
870
Dover Advisors
Virginia
$317K -$20K -287 -6%
AT
871
Arden Trust
Delaware
$316K -$20.8K -298 -7%
APWM
872
Argonautica Private Wealth Management
Massachusetts
$316K – – –
TFM
873
TFC Financial Management
Massachusetts
$316K +$209 +3 +0.1%
GL
874
Graypoint LLC
New York
$314K +$20.1K +288 +7%
CIA
875
Choate Investment Advisors
Massachusetts
$314K -$6.27K -90 -2%