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Name Holding Trade Value Shares
Change
Change in
Stake
AV
401
Alamea Verwaltungs
New Jersey
$275K +$4.96K +217 +2%
EWM
402
Elevatus Welath Management
New York
$272K +$321K +14,031 New
FBT
403
First Bank & Trust
South Dakota
$272K -$21.6K -942 -6%
CP
404
CenterBook Partners
Connecticut
$269K +$317K +13,867 New
ORI
405
Oak Ridge Investments
Illinois
$264K -$114 -5 -0%
Armistice Capital
406
Armistice Capital
New York
$263K +$310K +13,544 New
CRWM
407
Castle Rock Wealth Management
California
$262K -$1.76K -77 -0.6%
EFG
408
Embree Financial Group
Illinois
$261K +$308K +13,451 New
Advisory Services Network
409
Advisory Services Network
Georgia
$260K +$306K +13,376 New
HB Wealth Management
410
HB Wealth Management
Georgia
$259K +$6.98K +305 +2%
Beacon Pointe Advisors
411
Beacon Pointe Advisors
California
$259K +$305K +13,318 New
WC
412
Wexford Capital
Florida
$254K +$300K +13,100 New
EM
413
ELCO Management
New York
$253K -$18.4K -804 -6%
Plancorp LLC
414
Plancorp LLC
Missouri
$253K -$2.29K -100 -0.9%
Jump Financial
415
Jump Financial
Illinois
$252K -$466K -20,351 -61%
IFWM
416
Institute for Wealth Management
Colorado
$252K – – –
BFIM
417
Beese Fulmer Investment Management
Ohio
$252K +$297K +12,967 New
Stephens Inc
418
Stephens Inc
Arkansas
$252K +$297K +12,964 New
FM
419
Family Management
New York
$252K +$50.1K +2,190 +20%
Brown Advisory
420
Brown Advisory
Maryland
$249K +$293K +12,800 New
FI
421
Finivi Inc
Massachusetts
$243K +$286K +12,522 New
PWM
422
Provident Wealth Management
Tennessee
$242K – – –
BCM
423
BluePath Capital Management
Georgia
$240K +$26.2K +1,146 +10%
Eurizon Capital SGR SpA
424
Eurizon Capital SGR SpA
$237K -$50K -2,186 -15%
Caption Management
425
Caption Management
Oklahoma
$237K +$279K +12,200 New