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Name Holding Trade Value Shares
Change
Change in
Stake
VFA
201
Valeo Financial Advisors
Indiana
$172K +$79.1K +13,615 +76%
HR
202
Hayden Royal
North Carolina
$171K -$16.9K -2,908 -9%
IWC
203
Integrated Wealth Concepts
Massachusetts
$170K +$35K +6,020 +24%
CAM
204
Cresset Asset Management
Illinois
$168K +$17K +2,930 +10%
BMCM
205
Burns Matteson Capital Management
New York
$167K +$4.81K +828 +3%
First Manhattan
206
First Manhattan
New York
$166K
SGCA
207
Steel Grove Capital Advisors
Tennessee
$165K
DI
208
Diligent Investors
California
$164K
UMC
209
United Maritime Capital
New York
$164K
FT
210
Fiduciary Trust
Massachusetts
$160K
IAIM
211
International Assets Investment Management
Florida
$158K +$13.1K +2,250 +8%
IWM
212
IHT Wealth Management
Illinois
$157K -$351K -60,415 -68%
SWM
213
Spire Wealth Management
Virginia
$156K -$282K -48,507 -63%
CFGS
214
Concourse Financial Group Securities
Alabama
$156K -$31K -5,342 -16%
AAS
215
Avantax Advisory Services
Texas
$153K -$16.7K -2,879 -9%
QT
216
Quantamental Technologies
New York
$152K -$267K -46,051 -62%
CG
217
Caprock Group
Idaho
$151K +$21.1K +3,635 +15%
CW
218
CreativeOne Wealth
Kansas
$150K -$2.44K -420 -2%
WMSA
219
Weiss Multi-Strategy Advisers
New York
$148K -$1.85M -319,446 -92%
BAM
220
Bellevue Asset Management
Washington
$148K
DC
221
DeDora Capital
California
$147K +$7.33K +1,263 +5%
USCWA
222
U.S. Capital Wealth Advisors
Texas
$145K +$155K +26,695 New
1WA
223
180 Wealth Advisors
Washington
$143K -$2.9K -500 -2%
CCP
224
Corient Capital Partners
California
$141K +$16K +2,764 +12%
ACI
225
AMP Capital Investors
Australia
$138K +$50.3K +8,662 +52%