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Name Holding Trade Value Shares
Change
Change in
Stake
XF
701
XML Financial
Maryland
$343K – – –
TCA
702
Transcend Capital Advisors
New Jersey
$338K +$127K +1,073 +62%
FC
703
Fulcrum Capital
Washington
$335K – – –
PFBT
704
Parkside Financial Bank & Trust
Missouri
$334K -$6.25K -53 -2%
SAM
705
Sagewood Asset Management
New York
$332K -$14.8K -125 -4%
DBRC
706
D.B. Root & Company
Pennsylvania
$328K -$2.12K -18 -0.7%
DWM
707
Drive Wealth Management
Utah
$328K +$9.79K +83 +3%
AWA
708
Arkadios Wealth Advisors
Georgia
$327K +$51.9K +440 +19%
IFWM
709
Institute for Wealth Management
Colorado
$325K +$49.7K +421 +18%
JMFC
710
J.M. Forbes & Co
Massachusetts
$320K – – –
HH
711
Hilltop Holdings
Texas
$320K +$314K +2,663 New
CW
712
CreativeOne Wealth
Kansas
$320K +$47.6K +403 +18%
CAWM
713
Capital Advisors Wealth Management
Washington
$320K +$708 +6 +0.2%
OIAM
714
OFI Invest Asset Management
France
$314K +$50.5K +428 +17%
RPWA
715
Regent Peak Wealth Advisors
Georgia
$312K -$2.36K -20 -0.8%
Capstone Investment Advisors
716
Capstone Investment Advisors
New York
$308K +$303K +2,565 New
GIA
717
Gateway Investment Advisers
Ohio
$308K -$75.6K -641 -20%
Luther King Capital Management (LKCM)
718
Luther King Capital Management (LKCM)
Texas
$307K – – –
CIA
719
Concurrent Investment Advisors
Florida
$306K -$46.7K -396 -13%
JCM
720
J2 Capital Management
Michigan
$306K -$11.7K -99 -4%
CI
721
Conning Inc
Connecticut
$304K – – –
SCG
722
Sonata Capital Group
Washington
$304K – – –
PE
723
PCM Encore
Colorado
$301K +$2.6K +22 +0.9%
BRWA
724
B. Riley Wealth Advisors
Florida
$301K -$13.8K -117 -4%
CA
725
Claris Advisors
Missouri
$297K -$231K -1,956 -44%