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Name Holding Trade Value Shares
Change
Change in
Stake
TI
251
Tidal Investments
Wisconsin
$510K +$294K +7,129 +147%
SWA
252
Stratos Wealth Advisors
Ohio
$506K +$329 +8 +0.1%
ACM
253
Avalon Capital Management
California
$496K
VIA
254
Virtus Investment Advisers
Connecticut
$494K
MMG
255
Monetary Management Group
Missouri
$494K +$29.1K +706 +6%
WLPWM
256
Walled Lake Planning & Wealth Management
Illinois
$488K +$41.2K +1,000 +10%
WGAM
257
Wilkinson Global Asset Management
New York
$487K
SA
258
SpiderRock Advisors
Delaware
$485K
CCB
259
Country Club Bank
Missouri
$477K
CIA
260
Concurrent Investment Advisors
Florida
$474K +$124K +3,013 +37%
ACP
261
Aviance Capital Partners
Florida
$470K +$16K +389 +4%
BG
262
Bahl & Gaynor
Ohio
$460K +$8.23K +200 +2%
BWP
263
Baldwin Wealth Partners
Massachusetts
$460K
SFS
264
Sowell Financial Services
Arkansas
$457K -$1.44K -35 -0.3%
Kovitz Investment Group Partners
265
Kovitz Investment Group Partners
Illinois
$449K +$434K +10,544 New
CRI
266
Colonial River Investments
Virginia
$448K -$17.5K -425 -4%
AWM
267
Axxcess Wealth Management
California
$448K +$132K +3,204 +44%
SIMG
268
Sonora Investment Management Group
Arizona
$444K
AFP
269
Ausdal Financial Partners
Iowa
$438K +$8.48K +206 +2%
IWC
270
Integrated Wealth Concepts
Massachusetts
$432K +$21.1K +512 +5%
WA
271
Wealth Alliance
New York
$428K -$60.2K -1,463 -13%
BWL
272
Bogart Wealth LLC
Virginia
$426K
WPC
273
Wedmont Private Capital
Pennsylvania
$424K +$80.7K +1,959 +24%
RIL
274
Rothschild Investment LLC
Illinois
$424K +$79.4K +1,928 +24%
BF
275
BOK Financial
Oklahoma
$422K