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Name Holding Trade Value Shares
Change
Change in
Stake
HR
276
Howe & Rusling
New York
$406K -$6.65K -60 -2%
RFC
277
Regions Financial Corp
Alabama
$404K -$5.98K -54 -1%
FRM
278
Fox Run Management
Connecticut
$402K +$402K +3,631 New
IFG
279
Independent Financial Group
California
$401K -$11.1K -100 -3%
OC
280
Oppenheimer & Co
New York
$399K
TSS
281
Two Sigma Securities
New York
$396K +$397K +3,583 New
MPWT
282
MassMutual Private Wealth & Trust
Connecticut
$391K -$4.21K -38 -1%
BAM
283
Belpointe Asset Management
Nevada
$391K -$580K -5,234 -60%
PFS
284
Prospera Financial Services
Texas
$387K -$17.6K -159 -4%
VF
285
Virtu Financial
New York
$387K +$387K +3,497 New
Allspring Global Investments
286
Allspring Global Investments
North Carolina
$384K -$10.2K -92 -3%
SCM
287
Shelton Capital Management
Colorado
$383K +$65.6K +592 +21%
CFSG
288
Clark Financial Services Group
Missouri
$379K -$332 -3 -0.1%
SPA
289
Sherbrooke Park Advisers
New York
$376K -$222K -2,000 -37%
BFM
290
Boothbay Fund Management
New York
$365K +$39.9K +360 +12%
LNWWM
291
Laird Norton Wetherby Wealth Management
California
$363K -$3.32K -30 -0.9%
Cerity Partners
292
Cerity Partners
New York
$363K +$124K +1,120 +52%
Vontobel Holding
293
Vontobel Holding
Switzerland
$360K -$20.5K -185 -5%
PSIWM
294
Paradigm Strategies in Wealth Management
Minnesota
$357K
Cetera Investment Advisers
295
Cetera Investment Advisers
Illinois
$356K +$356K +3,213 New
CIA
296
Capital Investment Advisors
Georgia
$352K -$52.1K -470 -13%
CCB
297
Cutter & Co Brokerage
Missouri
$351K +$17.1K +154 +5%
HH
298
Hilltop Holdings
Texas
$337K +$48.3K +436 +17%
KCM
299
Kaye Capital Management
California
$332K
PWAG
300
Polaris Wealth Advisory Group
California
$332K