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Name Holding Trade Value Shares
Change
Change in
Stake
YCM
526
Yousif Capital Management
Michigan
$246K +$6.8K +200 +3%
RWP
527
RWA Wealth Partners
Massachusetts
$243K +$1.22K +36 +0.5%
CG
528
Clifford Group
Massachusetts
$242K +$254K +7,477 New
1CP
529
17 Capital Partners
Arizona
$240K
ISWM
530
Independent Solutions Wealth Management
New York
$239K -$1.16M -34,219 -82%
CL
531
Choreo LLC
Illinois
$233K -$284K -8,343 -54%
EWA
532
EP Wealth Advisors
California
$228K +$240K +7,050 New
FHA
533
First Horizon Advisors
Tennessee
$226K +$9.65K +284 +4%
AWM
534
Axxcess Wealth Management
California
$225K +$20.6K +605 +10%
HWM
535
HB Wealth Management
Georgia
$225K -$201K -5,915 -46%
Koshinski Asset Management
536
Koshinski Asset Management
Illinois
$218K -$138K -4,066 -38%
IWA
537
Icon Wealth Advisors
Texas
$217K +$21K +619 +10%
AWM
538
Apollon Wealth Management
South Carolina
$216K -$171K -5,040 -43%
SC
539
Steph & Co
Wisconsin
$214K -$7.99K -235 -3%
CIAS
540
Capital Investment Advisory Services
North Carolina
$212K
PA
541
Probity Advisors
Texas
$211K +$58.4K +1,719 +36%
SFA
542
Sequoia Financial Advisors
Ohio
$205K +$10.6K +313 +5%
BCI
543
Brinker Capital Investments
Pennsylvania
$204K -$152K -4,459 -41%
OPS
544
Orion Portfolio Solutions
Nebraska
$204K -$152K -4,459 -41%
CPC
545
Consolidated Planning Corp
Georgia
$204K
SFI
546
Siemens Fonds Invest
Germany
$201K +$211K +6,211 New
Baird Financial Group
547
Baird Financial Group
Wisconsin
$199K -$32.4K -952 -13%
BIG
548
Brooklyn Investment Group
New York
$198K +$208K +6,131 New
DZ Bank
549
DZ Bank
Germany
$194K -$718K -21,142 -78%
WSC
550
Wellington Shields & Co
New York
$190K