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Name Holding Trade Value Shares
Change
Change in
Stake
FTCM
326
First Trust Capital Management
Illinois
$221K +$217K +6,026 New
OIA
327
OneDigital Investment Advisors
Kansas
$221K +$3.95K +110 +2%
JWM
328
Janiczek Wealth Management
Colorado
$220K
BWP
329
Balboa Wealth Partners
Arizona
$217K +$213K +5,921 New
CA
330
Claro Advisors
Massachusetts
$216K
PCWA
331
Pacific Capital Wealth Advisors
California
$216K
FVCM
332
F&V Capital Management
Florida
$215K +$210K +5,850 New
VVP
333
Venture Visionary Partners
Ohio
$214K +$210K +5,840 New
VCAM
334
Van Cleef Asset Management
Ohio
$213K
DWA
335
Douglass Winthrop Advisors
New York
$213K
IAIM
336
International Assets Investment Management
Florida
$212K -$2.52M -70,200 -92%
BEI
337
Benjamin Edwards Inc
Missouri
$212K +$4.85K +135 +2%
TPCW
338
TD Private Client Wealth
New York
$211K -$2.59K -72 -1%
AFO
339
Allie Family Office
Florida
$210K
FA
340
FDx Advisors
Illinois
$210K +$206K +5,720 New
CCA
341
Cobblestone Capital Advisors
New York
$206K +$202K +5,613 New
SEEDPG
342
S.E.E.D. Planning Group
New York
$206K +$201K +5,600 New
TF
343
Trek Financial
Arizona
$204K -$39.2K -1,090 -16%
AAM
344
Augustine Asset Management
Florida
$200K +$196K +5,450 New
S
345
SignatureFD
Georgia
$170K +$57.7K +1,605 +53%
CG
346
Cutler Group
California
$160K +$157K +4,373 +109,325%
HI
347
Harbour Investments
Wisconsin
$151K -$32.4K -901 -18%
PS
348
Principal Securities
Iowa
$148K +$145K +4,031 New
UIA
349
Ulland Investment Advisors
Minnesota
$147K
SWA
350
SOA Wealth Advisors
New York
$143K