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Name Holding Trade Value Shares
Change
Change in
Stake
MMA
826
Miracle Mile Advisors
California
$228K -$203K -709 -46%
HH
827
Hilltop Holdings
Texas
$227K -$8.6K -30 -3%
BCWM
828
Bartlett & Co Wealth Management
Ohio
$226K -$24.1K -84 -10%
NW
829
NewEdge Wealth
Pennsylvania
$225K -$666K -2,322 -74%
FMI
830
Frec Markets Inc
California
$225K +$238K +829 New
LOIP
831
Live Oak Investment Partners
Texas
$224K -$391K -1,363 -62%
AFG
832
Arkansas Financial Group
Arkansas
$222K +$220K +766 New
SW
833
Simplicity Wealth
New Jersey
$221K +$233K +814 New
GGI
834
Godsey & Gibb Inc
Virginia
$220K – – –
WSC
835
Wellington Shields & Co
New York
$217K – – –
FMLI
836
Fukoku Mutual Life Insurance
Japan
$216K – – –
PCIA
837
Prime Capital Investment Advisors
Kansas
$212K -$38.4K -134 -15%
KWA
838
Kingswood Wealth Advisors
California
$211K -$77.4K -270 -26%
TCBWMS
839
Texas Capital Bank Wealth Management Services
Texas
$211K -$151K -528 -40%
IPW
840
Impact Partnership Wealth
Georgia
$211K -$456K -1,590 -67%
LWAM
841
Legacy Wealth Asset Management
Minnesota
$211K -$141K -492 -39%
TPI
842
Trust Point Inc
Wisconsin
$211K +$223K +778 New
SCM
843
Sterling Capital Management
North Carolina
$210K -$101K -352 -31%
CCA
844
Childress Capital Advisors
Texas
$210K -$27.5K -96 -11%
SPC
845
Sigma Planning Corp
Michigan
$209K +$222K +773 New
BPWM
846
Badgley Phelps Wealth Managers
Washington
$209K +$221K +771 New
SB
847
Strategic Blueprint
Georgia
$209K -$25.5K -89 -10%
IAS
848
Insigneo Advisory Services
Florida
$209K +$221K +770 New
AC
849
Apella Capital
Connecticut
$208K +$193K +674 New
Envestnet Portfolio Solutions
850
Envestnet Portfolio Solutions
Illinois
$207K -$264K -920 -55%