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Name Holding Trade Value Shares
Change
Change in
Stake
IWM
226
IHT Wealth Management
Illinois
$264K -$52.3K -1,375 -16%
PCG
227
Private Capital Group
Connecticut
$260K +$35K +921 +15%
BRWA
228
B. Riley Wealth Advisors
Florida
$255K -$22.9K -602 -8%
RWM
229
Ritholtz Wealth Management
New York
$251K -$82.1K -2,161 -24%
NCM
230
Noesis Capital Mangement
Florida
$251K
FRM
231
Fox Run Management
Connecticut
$241K -$79.5K -2,092 -24%
FFA
232
First Foundation Advisors
California
$240K -$7.22M -189,809 -97%
OIM
233
Oder Investment Management
California
$239K -$27K -709 -10%
IB
234
Intrust Bank
Kansas
$238K -$67.5K -1,776 -22%
IA
235
IFP Advisors
Florida
$235K
LTI
236
Laffer Tengler Investments
Tennessee
$233K +$49.1K +1,293 +26%
HFP
237
Holistic Financial Partners
Indiana
$230K +$29.3K +772 +14%
EI
238
Ellevest Inc
New York
$230K +$34.8K +915 +17%
JC
239
JB Capital
Connecticut
$228K +$236K +6,203 New
AUB
240
Atlantic Union Bankshares
Virginia
$227K
Fiera Capital (Canada)
241
Fiera Capital (Canada)
Quebec, Canada
$227K +$3.73K +98 +2%
MPPW
242
Mitchell & Pahl Private Wealth
Oklahoma
$224K +$10.9K +287 +5%
S
243
SimplyRich
California
$222K +$230K +6,059 New
PCA
244
Personal Capital Advisors
California
$219K -$114 -3 -0.1%
WPC
245
Waters Parkerson & Co
Louisiana
$217K +$418 +11 +0.2%
FSA
246
Franklin Street Advisors
North Carolina
$217K +$20.1K +528 +10%
CAM
247
Cresset Asset Management
Illinois
$212K +$219K +5,764 New
PNC
248
Park National Corp
Ohio
$209K -$39.7K -1,045 -16%
CBFP
249
Cedar Brook Financial Partners
Ohio
$206K -$33.9K -891 -14%
SWM
250
Spire Wealth Management
Virginia
$202K +$2.4K +63 +1%