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Name Holding Trade Value Shares
Change
Change in
Stake
PP
326
Patron Partners
Texas
$245K -$49K -188 -19%
HWM
327
HB Wealth Management
Georgia
$239K +$207K +795 New
EI
328
Ethic Inc
New York
$238K +$206K +790 New
CG
329
Caprock Group
Idaho
$236K +$205K +785 New
KAS
330
Kemnay Advisory Services
New York
$230K +$7.82K +30 +4%
AAP
331
Arax Advisory Partners
Colorado
$229K +$198K +761 New
MSWM
332
McGlone Suttner Wealth Management
Wisconsin
$229K +$198K +760 New
OWCM
333
One Wealth Capital Management
Arizona
$228K +$198K +758 New
SCM
334
Shelton Capital Management
Colorado
$224K +$194K +745 New
PWPS
335
Pinnacle Wealth Planning Services
Ohio
$219K +$3.39K +13 +2%
CCM
336
Coldstream Capital Management
Washington
$218K +$189K +724 New
GHA
337
GW Henssler & Associates
Georgia
$212K +$184K +705 New
NW
338
NewEdge Wealth
Pennsylvania
$212K +$184K +705 New
GA
339
Goldstein Advisors
Wisconsin
$210K +$182K +699 New
OC
340
Oppenheimer & Co
New York
$209K +$181K +695 New
RS
341
R Squared
Hong Kong
$207K +$180K +690 New
NA
342
NewEdge Advisors
Louisiana
$205K +$178K +682 New
NEWAS
343
N.E.W. Advisory Services
Wisconsin
$205K
PS
344
Principal Securities
Iowa
$204K +$177K +677 New
FMI
345
Frec Markets Inc
California
$201K +$174K +668 New
FFA
346
Farther Finance Advisors
California
$176K +$12.3K +47 +9%
VCM
347
Versant Capital Management
Arizona
$153K
CTC
348
Cetera Trust Company
Minnesota
$150K
JFGIW
349
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$150K
Simplex Trading
350
Simplex Trading
Illinois
$138K -$4.75M -18,227 -98%