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Name Holding Trade Value Shares
Change
Change in
Stake
CG
651
Cutler Group
California
$440K +$441K +7,131 New
VWA
652
Visionary Wealth Advisors
Illinois
$439K +$158K +2,561 +56%
APWM
653
Atlas Private Wealth Management
New York
$438K +$557 +9 +0.1%
MWC
654
MBM Wealth Consultants
Missouri
$437K -$63.7K -1,030 -13%
E
655
Ergoteles
New York
$436K -$3.62M -58,455 -89%
VIM
656
Vinva Investment Management
Australia
$429K +$432K +6,983 New
MYAM
657
Meiji Yasuda Asset Management
Japan
$428K -$20K -323 -4%
PGF
658
Plan Group Financial
Oklahoma
$426K +$427K +6,896 New
Luther King Capital Management (LKCM)
659
Luther King Capital Management (LKCM)
Texas
$419K +$10K +162 +2%
AWE
660
Avidian Wealth Enterprises
Texas
$419K -$151K -2,437 -26%
JIC
661
Joel Isaacson & Co
New York
$417K +$1.86K +30 +0.4%
QCM
662
Quantinno Capital Management
New York
$408K +$63.7K +1,029 +18%
FZCM
663
Flynn Zito Capital Management
New York
$407K +$2.97K +48 +0.7%
FPAS
664
Focus Partners Advisor Solutions
Missouri
$406K +$87.4K +1,413 +27%
CG
665
Colony Group
Massachusetts
$405K
VFA
666
Valeo Financial Advisors
Indiana
$403K +$404K +6,532 New
DA
667
Denali Advisors
California
$396K -$166K -2,685 -30%
RIA
668
Recurrent Investment Advisors
Texas
$395K +$396K +6,400 New
LCGC
669
Legacy Capital Group California
California
$390K +$1.92K +31 +0.5%
GCP
670
Garda Capital Partners
Minnesota
$386K +$322K +5,209 +496%
TWM
671
Tradition Wealth Management
Minnesota
$385K +$19.7K +318 +5%
CL
672
Choreo LLC
Illinois
$384K +$2.41K +39 +0.6%
HI
673
Horizon Investments
North Carolina
$379K +$47.1K +762 +14%
JCM
674
J2 Capital Management
Michigan
$375K -$6.99K -113 -2%
PA
675
Parallel Advisors
California
$375K +$6.68K +108 +2%