Name Holding Trade Value Shares
Change
Change in
Stake
JCM
701
J2 Capital Management
Michigan
$284K +$3.69K +36 +1%
Lazard Asset Management
702
Lazard Asset Management
New York
$283K -$332K -3,241 -56%
AU
703
AlphaGrep UK
$283K +$264K +2,580 New
ACM
704
Advisors Capital Management
New Jersey
$280K -$6.56K -64 -2%
FFP
705
FourThought Financial Partners
Florida
$277K -$307 -3 -0.1%
SCG
706
Sonata Capital Group
Washington
$277K -$51.2K -500 -17%
IF
707
Integrity Financial
Wyoming
$275K – – –
SWA
708
Stratos Wealth Advisors
Ohio
$274K – – –
OFO
709
OneAscent Family Office
Alabama
$273K +$255K +2,490 New
VT
710
Volterra Technologies
New York
$271K +$253K +2,472 New
BRWA
711
B. Riley Wealth Advisors
Florida
$271K -$39.9K -389 -14%
MMA
712
Miracle Mile Advisors
California
$270K +$3.69K +36 +1%
KP
713
Keel Point
Alabama
$269K +$23.3K +227 +10%
GIA
714
Gateway Investment Advisers
Ohio
$263K +$246K +2,402 New
Koshinski Asset Management
715
Koshinski Asset Management
Illinois
$261K +$244K +2,382 New
FMLI
716
Fukoku Mutual Life Insurance
Japan
$260K -$15.5K -151 -6%
PRP
717
Peak Retirement Planning
Ohio
$260K -$102 -1 -0%
RG
718
Rathbones Group
United Kingdom
$259K – – –
PP
719
PDS Planning
Ohio
$259K +$242K +2,362 New
PE
720
PCM Encore
Colorado
$258K +$242K +2,357 New
FMI
721
Frec Markets Inc
California
$257K +$241K +2,347 New
IFWM
722
Institute for Wealth Management
Colorado
$254K – – –
WBC
723
Westpac Banking Corp
Australia
$254K +$208K +2,026 +684%
Luther King Capital Management (LKCM)
724
Luther King Capital Management (LKCM)
Texas
$253K – – –
IWM
725
Integris Wealth Management
California
$252K – – –