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Name Holding Trade Value Shares
Change
Change in
Stake
AAS
201
Avantax Advisory Services
Texas
$134K +$32.2K +6,625 +27%
CICI
202
Capital Investment Counsel Inc
North Carolina
$133K +$1.23K +253 +0.8%
CSPIA
203
Cary Street Partners Investment Advisory
Virginia
$130K -$870 -179 -0.6%
MOS
204
MGO One Seven
Ohio
$124K -$2.08K -428 -1%
M&T Bank
205
M&T Bank
New York
$124K +$13.7K +2,819 +11%
SFA
206
Sequoia Financial Advisors
Ohio
$122K -$38.4K -7,909 -22%
1WA
207
180 Wealth Advisors
Washington
$121K +$43.7K +9,000 +47%
Capstone Investment Advisors
208
Capstone Investment Advisors
New York
$120K
QI
209
Qtron Investments
Massachusetts
$119K +$836 +172 +0.6%
CL
210
Choreo LLC
Illinois
$119K +$3.71K +763 +3%
VT
211
Vise Technologies
New York
$119K +$14.4K +2,973 +12%
USCWA
212
U.S. Capital Wealth Advisors
Texas
$119K +$16.5K +3,400 +14%
BAM
213
Bellevue Asset Management
Washington
$118K
New York State Common Retirement Fund
214
New York State Common Retirement Fund
New York
$117K
OSAM
215
O'Shaughnessy Asset Management
Connecticut
$117K +$6.9K +1,419 +5%
SBIA
216
Sheaff Brock Investment Advisors
Indiana
$114K
BP
217
Ballentine Partners
Massachusetts
$113K +$160 +33 +0.1%
PWPS
218
Pinnacle Wealth Planning Services
Ohio
$112K +$2.6K +535 +2%
DC
219
DeDora Capital
California
$110K
IFG
220
Independent Financial Group
California
$109K +$9.92K +2,042 +9%
Luther King Capital Management (LKCM)
221
Luther King Capital Management (LKCM)
Texas
$107K
CM
222
Caption Management
Oklahoma
$105K
IAIM
223
International Assets Investment Management
Florida
$103K -$943 -194 -0.8%
AIA
224
AIMZ Investment Advisors
California
$103K
WAP
225
Wealthcare Advisory Partners
Pennsylvania
$102K +$2.83K +582 +2%