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Name Holding Trade Value Shares
Change
Change in
Stake
AIP
701
Ameritas Investment Partners
Nebraska
$263K -$15.9K -122 -7%
PHS
702
Pekin Hardy Strauss
Illinois
$263K +$222K +1,700 New
TCWA
703
Turtle Creek Wealth Advisors
Texas
$263K +$222K +1,700 New
DAS
704
Dynamic Advisor Solutions
Arizona
$260K +$220K +1,683 New
SWP
705
Sagespring Wealth Partners
Tennessee
$259K +$219K +1,673 New
PCA
706
Pallas Capital Advisors
Massachusetts
$258K +$218K +1,668 New
SFS
707
Sowell Financial Services
Arkansas
$258K +$218K +1,667 New
DWM
708
Drive Wealth Management
Utah
$256K +$216K +1,651 New
BJL
709
Brighton Jones LLC
Washington
$254K +$215K +1,642 New
MOS
710
MGO One Seven
Ohio
$254K -$97.3K -744 -31%
CA
711
CoreCap Advisors
Michigan
$254K +$156K +1,192 +266%
AHL
712
Abel Hall LLC
Louisiana
$254K +$214K +1,639 New
QWM
713
Quaker Wealth Management
New Jersey
$252K +$2.09K +16 +1%
ZIM
714
Zacks Investment Management
Illinois
$250K +$211K +1,615 New
GIA
715
Gladstone Institutional Advisory
Florida
$249K +$211K +1,611 New
Cohen & Steers
716
Cohen & Steers
New York
$248K – – –
GS
717
GTS Securities
Florida
$248K -$312K -2,386 -60%
TFA
718
Transamerica Financial Advisors
Florida
$248K -$3.27K -25 -2%
SAM
719
Smartleaf Asset Management
Massachusetts
$247K – – –
VWM
720
Venturi Wealth Management
Texas
$245K +$207K +1,586 New
BWP
721
Balboa Wealth Partners
Arizona
$241K +$204K +1,559 New
ANBT
722
American National Bank & Trust
Texas
$240K +$18.7K +143 +10%
LMFP
723
Larry Mathis Financial Planning
Arizona
$238K +$201K +1,535 New
IWM
724
IHT Wealth Management
Illinois
$233K +$197K +1,508 New
PCIA
725
Prime Capital Investment Advisors
Kansas
$233K +$196K +1,503 New