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Name Holding Trade Value Shares
Change
Change in
Stake
MM
601
MQS Management
New York
$239K -$59.4K -641 -22%
FMWA
602
Forvis Mazars Wealth Advisors
Missouri
$237K +$209K +2,255 New
AIP
603
Ameritas Investment Partners
Nebraska
$234K -$18.9K -204 -8%
A
604
AlphaQuest
New York
$233K -$109K -1,181 -35%
HIIFS
605
Harel Insurance Investments & Financial Services
Israel
$232K -$3.43K -37 -2%
MGWM
606
Marks Group Wealth Management
Minnesota
$232K +$205K +2,210 New
WANY
607
Wealthspire Advisors (New York)
New York
$229K -$38.9K -420 -16%
CI
608
Cigna Investments
Connecticut
$229K +$202K +2,178 New
FFM
609
Forum Financial Management
Illinois
$229K +$202K +2,180 New
WPW
610
Waldron Private Wealth
Pennsylvania
$227K +$201K +2,163 New
IPW
611
Impact Partnership Wealth
Georgia
$223K +$11K +119 +6%
PCS
612
Personal CFO Solutions
New Jersey
$222K +$196K +2,119 New
DMBA
613
Deseret Mutual Benefit Administrators
Utah
$220K +$25.2K +272 +15%
KCM
614
Kathmere Capital Management
Pennsylvania
$220K +$194K +2,096 New
BFM
615
Boothbay Fund Management
New York
$219K -$267K -2,885 -58%
GWM
616
Gitterman Wealth Management
New Jersey
$218K +$193K +2,082 New
MCM
617
MV Capital Management
Maryland
$217K +$32.1K +346 +20%
Lido Advisors
618
Lido Advisors
California
$215K -$21.3K -230 -10%
USCWA
619
U.S. Capital Wealth Advisors
Texas
$214K +$189K +2,039 New
MCM
620
Morton Capital Management
California
$210K +$185K +2,000 New
LSAG
621
Lake Street Advisors Group
New Hampshire
$208K +$183K +1,978 New
FAM
622
Flaharty Asset Management
Florida
$206K +$182K +1,959 New
OA
623
Oracle Alpha
Ontario, Canada
$201K +$177K +1,913 New
SWM
624
Spire Wealth Management
Virginia
$185K +$18.8K +203 +13%
CT
625
Colonial Trust
South Carolina
$176K +$37.1K +400 +31%