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Name Holding Trade Value Shares
Change
Change in
Stake
IWA
401
Icon Wealth Advisors
Texas
$387K -$16.6K -297 -4%
Simplex Trading
402
Simplex Trading
Illinois
$387K +$383K +6,862 New
OWP
403
ORG Wealth Partners
Texas
$386K – – –
UAG
404
United Advisor Group
Ohio
$384K +$380K +6,810 New
SI
405
Severin Investments
Missouri
$384K +$20K +359 +6%
PA
406
Parallel Advisors
California
$378K +$23.3K +417 +7%
TAM
407
Titleist Asset Management
Texas
$375K – – –
RWA
408
Redhawk Wealth Advisors
Minnesota
$371K +$2.51K +45 +0.7%
AGC
409
Aspen Grove Capital
Colorado
$369K +$5.91K +106 +2%
KMWM
410
Keudell/Morrison Wealth Management
Oregon
$367K +$502 +9 +0.1%
WCM
411
Winebrenner Capital Management
Kentucky
$366K +$30.5K +547 +9%
FNBOO
412
First National Bank of Omaha
Nebraska
$365K -$55.8K -1,000 -13%
PSP
413
Principal Street Partners
Tennessee
$363K – – –
FAM
414
Formidable Asset Management
Ohio
$362K -$5.13K -92 -1%
VPWA
415
Vestia Personal Wealth Advisors
Indiana
$362K – – –
LC
416
Lavaca Capital
Texas
$361K – – –
MPCA
417
Madison Park Capital Advisors
Washington
$358K +$69.4K +1,244 +23%
Squarepoint
418
Squarepoint
New York
$355K – – –
VI
419
Vestcor Inc
New Brunswick, Canada
$354K – – –
WPC
420
White Pine Capital
Minnesota
$353K +$349K +6,263 New
BB
421
Bell Bank
North Dakota
$349K – – –
CCA
422
Corps Capital Advisors
Texas
$344K – – –
FCH
423
Freestone Capital Holdings
Washington
$333K +$330K +5,909 New
AP
424
Atwood & Palmer
Missouri
$329K – – –
VCAM
425
Van Cleef Asset Management
Ohio
$327K – – –