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Name Holding Trade Value Shares
Change
Change in
Stake
KI
1001
Kula Investments
Illinois
$792K +$759K +22,920 New
DWT
1002
Dorsey & Whitney Trust
South Dakota
$789K -$27.5K -830 -4%
PI
1003
PFG Investments
New York
$789K +$756K +22,840 New
Koshinski Asset Management
1004
Koshinski Asset Management
Illinois
$787K +$13.9K +420 +2%
LCM
1005
Lewis Capital Management
California
$783K
GAG
1006
GM Advisory Group
New York
$780K -$61.9K -1,870 -8%
IA
1007
Insight Advisors
Pennsylvania
$778K +$57.9K +1,750 +8%
AW
1008
Alaethes Wealth
Nevada
$774K -$78.1K -2,360 -10%
DWM
1009
Drive Wealth Management
Utah
$766K +$10.6K +320 +1%
LA
1010
LVW Advisors
New York
$764K +$8.27K +250 +1%
WIS
1011
Wright Investors Service
Connecticut
$759K +$727K +21,970 New
ETH
1012
Exos TFP Holdings
New York
$758K +$334K +10,090 +85%
CA
1013
Crumly & Associates
Illinois
$752K +$7.61K +230 +1%
AIM
1014
Aigen Investment Management
New York
$751K +$720K +21,750 New
AM
1015
AGF Management
Ontario, Canada
$747K -$228K -6,880 -24%
SFO
1016
Stokes Family Office
Louisiana
$747K -$29.5K -890 -4%
MG
1017
Mather Group
Illinois
$746K +$34.7K +1,050 +5%
JSW
1018
Journey Strategic Wealth
New Jersey
$746K -$210K -6,340 -23%
Vanguard Capital Wealth Advisors
1019
Vanguard Capital Wealth Advisors
Colorado
$743K +$16.5K +500 +2%
CTC
1020
Central Trust Company
Missouri
$739K -$25.8K -780 -4%
TCM
1021
True Capital Management
California
$739K +$62.2K +1,880 +10%
SWA
1022
Stratos Wealth Advisors
Ohio
$737K +$83.7K +2,530 +13%
OIA
1023
OneDigital Investment Advisors
Kansas
$737K +$24.2K +730 +4%
BFM
1024
Boston Financial Management
Massachusetts
$735K +$439K +13,270 +166%
SWP
1025
Semus Wealth Partners
Florida
$734K -$413K -12,480 -37%