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Name Holding Trade Value Shares
Change
Change in
Stake
UAG
451
United Advisor Group
Ohio
$264K +$256K +19,893 New
ML
452
McAdam LLC
Pennsylvania
$264K +$256K +19,883 New
RCMU
453
Rokos Capital Management (UK)
United Kingdom
$262K +$254K +19,745 New
GRP
454
Global Retirement Partners
California
$252K +$245K +19,002 New
LI
455
LRI Investments
Florida
$252K +$14.7K +1,140 +6%
Lido Advisors
456
Lido Advisors
California
$251K +$4.2K +326 +2%
EI
457
Ellevest Inc
New York
$251K +$81.9K +6,360 +51%
1CP
458
17 Capital Partners
Arizona
$248K -$6.11K -475 -2%
CAM
459
Cresset Asset Management
Illinois
$248K +$110K +8,524 +84%
BRWA
460
B. Riley Wealth Advisors
Florida
$245K +$79.6K +6,183 +49%
CCA
461
Checchi Capital Advisers
California
$245K -$16.2K -1,255 -6%
PP
462
Patten & Patten
Tennessee
$241K
MT
463
Midwest Trust
Kansas
$239K +$46.7K +3,626 +25%
PWMG
464
Pinnacle Wealth Management Group
Michigan
$239K
TPI
465
Trust Point Inc
Wisconsin
$239K -$32.1K -2,494 -12%
IFG
466
Independent Financial Group
California
$238K +$231K +17,942 New
OCA
467
OpenArc Corporate Advisory
Georgia
$238K +$231K +17,940 New
AIA
468
AIMZ Investment Advisors
California
$238K
GA
469
Greenspring Advisors
Maryland
$237K +$10.9K +846 +5%
CP
470
CenterBook Partners
Connecticut
$236K +$229K +17,774 New
FFM
471
Forum Financial Management
Illinois
$235K
KCM
472
Kathmere Capital Management
Pennsylvania
$235K +$72.4K +5,629 +47%
EWA
473
EverSource Wealth Advisors
Alabama
$235K -$80.8K -6,275 -26%
CA
474
CoreCap Advisors
Michigan
$235K +$203K +15,777 +830%
EPW
475
Evolve Private Wealth
California
$230K -$20.9K -1,626 -9%