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Name Holding Trade Value Shares
Change
Change in
Stake
CA
251
Cullinan Associates
Kentucky
$225K -$89.9K -3,000 -28%
CIC
252
Carnegie Investment Counsel
Ohio
$225K – – –
Luther King Capital Management (LKCM)
253
Luther King Capital Management (LKCM)
Texas
$223K +$226K +7,540 New
AWE
254
Avidian Wealth Enterprises
Texas
$223K +$226K +7,550 New
KA
255
Kozak & Associates
Colorado
$221K +$193K +6,450 +10,078%
AHC
256
Adell Harriman & Carpenter
Texas
$221K – – –
MFA
257
Morling Financial Advisors
California
$217K +$220K +7,328 New
UCFA
258
United Capital Financial Advisors
Texas
$213K – – –
VWM
259
Venturi Wealth Management
Texas
$213K +$216K +7,200 New
1IA
260
1834 Investment Advisors
Wisconsin
$212K +$24K +800 +13%
BBHC
261
Brown Brothers Harriman & Co
New York
$210K – – –
HCM
262
Hilton Capital Management
New York
$210K – – –
CW
263
CreativeOne Wealth
Kansas
$206K +$209K +6,964 New
SEP
264
Southland Equity Partners
Missouri
$203K +$206K +6,872 New
RWA
265
RGT Wealth Advisors
Texas
$200K +$202K +6,750 New
AIP
266
Ahrens Investment Partners
Louisiana
$190K -$33K -1,100 -15%
LF
267
Lee Financial
Texas
$182K – – –
BWL
268
Bogart Wealth LLC
Virginia
$171K – – –
CPA
269
Cowen Prime Advisors
New York
$168K – – –
IA
270
IFP Advisors
Florida
$157K – – –
CG
271
Cutler Group
California
$157K +$146K +4,878 +1,065%
PFBT
272
Parkside Financial Bank & Trust
Missouri
$155K -$23.1K -771 -13%
NIM
273
NuWave Investment Management
New Jersey
$143K +$93.4K +3,117 +180%
BEI
274
Benjamin Edwards Inc
Missouri
$143K +$145K +4,827 New
PG
275
Proffitt & Goodson
Tennessee
$142K +$24K +800 +20%