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Name Holding Trade Value Shares
Change 		Change in
Stake
IWM
576
IHT Wealth Management
Illinois
$294K -$186K -2,662 -42%
FA
577
FDx Advisors
Illinois
$292K -$634K -9,096 -71%
OCM
578
Orion Capital Management
California
$292K – – –
GWM
579
Geneos Wealth Management
Colorado
$289K -$47.5K -681 -16%
CCA
580
Catalyst Capital Advisors
New York
$287K -$6.52M -93,515 -96%
PCM
581
Prelude Capital Management
New York
$283K +$250K +3,583 New
NA
582
NewEdge Advisors
Louisiana
$282K +$2.02K +29 +0.8%
PWS
583
Precision Wealth Strategies
Missouri
$277K +$245K +3,508 New
LCM
584
Logan Capital Management
Pennsylvania
$276K – – –
SBIA
585
Sheaff Brock Investment Advisors
Indiana
$275K +$243K +3,483 New
SF
586
Synovus Financial
Georgia
$274K -$42.9K -615 -15%
FAM
587
Formidable Asset Management
Ohio
$271K +$247K +3,545 New
BPA
588
Beacon Pointe Advisors
California
$267K -$24.1K -345 -9%
WDC
589
Woodward Diversified Capital
California
$266K -$3.49K -50 -1%
VWA
590
Visionary Wealth Advisors
Illinois
$266K +$235K +3,369 New
AR
591
Advisory Research
Illinois
$264K +$233K +3,341 New
AWM
592
Aprio Wealth Management
Georgia
$261K +$230K +3,303 New
FFA
593
First Foundation Advisors
California
$259K -$767 -11 -0.3%
NFG
594
Nadler Financial Group
Illinois
$257K -$27.5K -395 -11%
ESCM
595
Echo Street Capital Management
New York
$254K +$225K +3,223 New
CAM
596
Concorde Asset Management
Michigan
$252K -$153K -2,189 -41%
SIM
597
Seaview Investment Managers
Florida
$252K – – –
CCA
598
Column Capital Advisors
Indiana
$252K +$8.99K +129 +4%
LNWTC
599
Laird Norton Wetherby Trust Company
Washington
$250K +$222K +3,177 New
BCM
600
Bayesian Capital Management
New York
$245K -$1.99M -28,600 -90%
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