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Name Holding Trade Value Shares
Change
Change in
Stake
Axxcess Wealth Management
851
Axxcess Wealth Management
California
$35.4M -$354K -4,890 -1%
KA
852
Kovack Advisors
Florida
$35.3M +$4.62M +63,800 +20%
Arkadios Wealth Advisors
853
Arkadios Wealth Advisors
Georgia
$35.2M -$534K -7,370 -2%
WP
854
Waycross Partners
Kentucky
$35.2M -$2.05M -28,320 -7%
Forvis Mazars Wealth Advisors
855
Forvis Mazars Wealth Advisors
Missouri
$35M +$8.21M +113,260 +41%
Kennedy Capital Management
856
Kennedy Capital Management
Missouri
$35M +$17.6M +243,470 +170%
Ballentine Partners
857
Ballentine Partners
Massachusetts
$34.9M +$2.77M +38,150 +11%
BIAS
858
Beacon Investment Advisory Services
New Jersey
$34.7M -$672K -9,270 -2%
SWM
859
SeaCrest Wealth Management
New York
$34.7M -$4.04M -55,700 -13%
CUAMC
860
China Universal Asset Management Company
China
$34.6M +$9.52M +131,350 +52%
Wilbanks Smith & Thomas Asset Management
861
Wilbanks Smith & Thomas Asset Management
Virginia
$34.4M -$204K -2,820 -0.7%
ONGA
862
O'Neil Global Advisors
California
$34.4M -$89.9M -1,239,800 -77%
GLR
863
Great Lakes Retirement
Ohio
$34.4M -$6.84M -94,320 -20%
HVIA
864
Hudson Valley Investment Advisors
New York
$34.3M -$850K -11,730 -3%
KOCAA
865
Knights of Columbus Asset Advisors
Connecticut
$34.3M -$8.18M -112,810 -23%
Belpointe Asset Management
866
Belpointe Asset Management
Nevada
$34M -$154K -2,120 -0.6%
Choreo LLC
867
Choreo LLC
Illinois
$34M -$1.06M -14,570 -4%
MCM
868
McKinley Capital Management
Alaska
$33.9M -$3.13M -43,240 -10%
OCM
869
Ogborne Capital Management
California
$33.9M -$16.3M -225,000 -38%
TCM
870
Twin Capital Management
Pennsylvania
$33.8M -$2.48M -34,160 -8%
AIA Group
871
AIA Group
Hong Kong
$33.8M -$3.95M -54,550 -13%
JCM
872
Jag Capital Management
Missouri
$33.5M +$1.3M +17,970 +5%
Churchill Management
873
Churchill Management
California
$33.5M -$11.9M -164,120 -31%
JC
874
Jacobs & Co
California
$33.4M -$3.71M -51,190 -12%
SB
875
Simmons Bank
Arkansas
$33.4M -$1.22M -16,840 -4%