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Name Holding Trade Value Shares
Change
Change in
Stake
AAS
401
Avantax Advisory Services
Texas
$287K +$225K +2,716 New
FHA
402
Flagship Harbor Advisors
Massachusetts
$280K -$48.8K -590 -18%
PMG
403
ProVise Management Group
Florida
$276K -$144K -1,736 -40%
TFA
404
Teamwork Financial Advisors
Texas
$272K -$1.14M -13,814 -84%
TFS
405
TrustCore Financial Services
Tennessee
$268K +$99.2K +1,198 +90%
IB
406
Intrust Bank
Kansas
$268K +$210K +2,535 New
KOC
407
Koss-Olinger Consulting
Florida
$267K -$934K -11,287 -82%
SIAP
408
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$265K – – –
FPA
409
First Pacific Advisors
California
$262K – – –
TI
410
Tidal Investments
Wisconsin
$255K +$199K +2,408 New
OIA
411
OneDigital Investment Advisors
Kansas
$254K +$198K +2,397 New
WT
412
Whittier Trust
California
$249K – – –
AWM
413
Apollon Wealth Management
South Carolina
$248K +$194K +2,342 New
QP
414
Quilter Plc
United Kingdom
$245K +$192K +2,316 New
EI
415
Ethic Inc
New York
$244K +$190K +2,301 New
CA
416
Cetera Advisors
Colorado
$243K +$190K +2,293 New
PAS
417
Park Avenue Securities
New York
$240K -$163K -1,969 -47%
CC
418
Centiva Capital
New York
$235K +$184K +2,223 New
Carson Wealth (CWM LLC)
419
Carson Wealth (CWM LLC)
Nebraska
$233K – – –
BAM
420
Belpointe Asset Management
Nevada
$231K -$405K -4,895 -69%
RE
421
RBC Europe
United Kingdom
$226K -$352K -4,250 -67%
CCM
422
Conway Capital Management
California
$222K +$174K +2,100 New
SCA
423
Snowden Capital Advisors
New York
$215K -$398K -4,810 -70%
OSAM
424
O'Shaughnessy Asset Management
Connecticut
$212K +$2.48K +30 +2%
FSC
425
Full Sail Capital
Oklahoma
$212K +$166K +2,000 New