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Name Holding Trade Value Shares
Change
Change in
Stake
AA
626
Aufman Associates
Pennsylvania
$225K +$226K +3,037 New
KPWS
627
Kestra Private Wealth Services
Texas
$223K +$224K +3,018 New
MS
628
Maven Securities
Jersey
$222K +$226K +3,035 New
LWM
629
Laidlaw Wealth Management
New York
$218K -$95.1K -1,278 -30%
CBA
630
Coastal Bridge Advisors
Connecticut
$218K -$37.2K -500 -15%
CWC
631
Carolinas Wealth Consulting
North Carolina
$218K +$38.7K +520 +21%
JCM
632
JS Capital Management
New York
$215K +$216K +2,900 New
BTWM
633
Baker Tilly Wealth Management
Wisconsin
$215K +$216K +2,902 New
EWM
634
Executive Wealth Management
Michigan
$214K +$215K +2,894 New
AAM
635
Azzad Asset Management
Virginia
$214K +$215K +2,886 New
ZB
636
Zions Bancorporation
Utah
$210K +$180K +2,423 +585%
BAMF
637
BI Asset Management Fondsmaeglerselskab
Denmark
$210K +$211K +2,835 New
AFP
638
Ausdal Financial Partners
Iowa
$210K +$211K +2,836 New
UCFA
639
United Capital Financial Advisors
Texas
$210K +$211K +2,839 New
CPC
640
Congress Park Capital
New York
$207K +$208K +2,795 New
GLA
641
Good Life Advisors
Pennsylvania
$207K +$210K +2,817 New
FHA
642
First Horizon Advisors
Tennessee
$206K -$5.13K -69 -2%
CIP
643
Chartwell Investment Partners
Pennsylvania
$206K +$207K +2,785 New
RWP
644
RWA Wealth Partners
Massachusetts
$205K -$143K -1,925 -41%
AGM
645
Alpine Global Management
New York
$205K +$206K +2,772 New
HIA
646
Harbor Investment Advisory
Maryland
$200K -$18.6K -250 -8%
GAM
647
Grandview Asset Management
Pennsylvania
$191K +$192K +2,578 New
SFS
648
Sowell Financial Services
Arkansas
$171K -$17.6K -236 -8%
PFGIA
649
Patriot Financial Group Insurance Agency
Massachusetts
$162K +$2.83K +38 +2%
AF
650
Advisornet Financial
Minnesota
$157K -$6.69K -90 -4%