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Name Holding Trade Value Shares
Change
Change in
Stake
WJWM
401
Williams Jones Wealth Management
New York
$303K +$264K +1,400 New
DSCM
402
Divisadero Street Capital Management
Florida
$301K +$262K +1,390 New
HKAM
403
Horizon Kinetics Asset Management
New York
$299K +$260K +1,380 New
NERM
404
New England Research & Management
Illinois
$287K -$400K -2,125 -62%
VFA
405
Valeo Financial Advisors
Indiana
$280K +$243K +1,291 New
VF
406
Vista Finance
Missouri
$279K -$60.6K -322 -20%
MCM
407
M1 Capital Management
Michigan
$274K +$238K +1,266 New
AFG
408
Atomi Financial Group
New York
$271K +$235K +1,249 New
Baird Financial Group
409
Baird Financial Group
Wisconsin
$264K +$230K +1,220 New
SPIA
410
Steward Partners Investment Advisory
New York
$262K
DM
411
Diversified Management
Wisconsin
$261K +$227K +1,205 New
SC
412
Shay Capital
New York
$260K +$226K +1,200 New
WS
413
Wedbush Securities
California
$259K +$225K +1,196 New
Envestnet Portfolio Solutions
414
Envestnet Portfolio Solutions
Illinois
$258K -$64.2K -341 -22%
SW
415
Simplicity Wealth
New Jersey
$258K -$165K -879 -42%
HWM
416
HB Wealth Management
Georgia
$254K +$220K +1,171 New
BP
417
Ballentine Partners
Massachusetts
$247K +$215K +1,142 New
DWM
418
Diversify Wealth Management
Utah
$247K +$199K +1,058 New
AI
419
AdvisorShares Investments
Maryland
$246K +$87.9K +467 +70%
HR
420
Howe & Rusling
New York
$241K -$251K -1,334 -55%
IWC
421
Integrated Wealth Concepts
Massachusetts
$240K +$208K +1,106 New
HTIM
422
Harbour Trust & Investment Management
Indiana
$238K +$207K +1,100 New
AWA
423
Arkadios Wealth Advisors
Georgia
$231K +$201K +1,068 New
PWPS
424
Pinnacle Wealth Planning Services
Ohio
$224K +$194K +1,033 +51,650%
ECM
425
Evergreen Capital Management
Washington
$224K +$194K +1,033 New