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Name Holding Trade Value Shares
Change
Change in
Stake
LFAS
376
Level Four Advisory Services
Texas
$354K – – –
TSS
377
Two Sigma Securities
New York
$349K +$342K +6,522 New
PSP
378
Principal Street Partners
Tennessee
$349K – – –
National Bank of Canada
379
National Bank of Canada
Quebec, Canada
$348K – – –
CAGAS
380
Capital Advisory Group Advisory Services
Minnesota
$346K +$338K +6,458 New
JIP
381
Jaffetilchin Investment Partners
Florida
$344K +$337K +6,434 New
LC
382
Lavaca Capital
Texas
$343K – – –
FFA
383
Farther Finance Advisors
California
$333K +$43.7K +835 +16%
BB
384
Bell Bank
North Dakota
$332K – – –
OIA
385
OneDigital Investment Advisors
Kansas
$331K -$5.24K -100 -2%
OSAM
386
O'Shaughnessy Asset Management
Connecticut
$329K +$79.7K +1,521 +33%
MG
387
Mather Group
Illinois
$327K – – –
WSCM
388
Wellington Shields Capital Management
New York
$321K – – –
PA
389
Prossimo Advisors
California
$321K -$27K -515 -8%
GIA
390
Gladstone Institutional Advisory
Florida
$311K +$79.6K +1,520 +35%
VCAM
391
Van Cleef Asset Management
Ohio
$311K – – –
DWA
392
Douglass Winthrop Advisors
New York
$310K – – –
MFWP
393
Mosaic Family Wealth Partners
Missouri
$310K -$26.2K -500 -8%
BHPW
394
Beverly Hills Private Wealth
California
$309K -$56K -1,069 -16%
FFN
395
Focus Financial Network
Minnesota
$308K +$10.1K +193 +3%
AWE
396
Avidian Wealth Enterprises
Texas
$306K +$5.71K +109 +2%
AFO
397
Allie Family Office
Florida
$306K – – –
SC
398
Shay Capital
New York
$305K +$299K +5,700 New
Jones Financial Companies
399
Jones Financial Companies
Missouri
$304K -$15.7K -300 -5%
VWA
400
Visionary Wealth Advisors
Illinois
$302K +$33.4K +638 +13%