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Name Holding Trade Value Shares
Change
Change in
Stake
UWS
401
Unique Wealth Strategies
Illinois
$286K +$231K +6,264 New
SC
402
Sapient Capital
Indiana
$286K +$231K +6,260 New
TRCT
403
Tower Research Capital (TRC)
New York
$285K +$176K +4,773 +328%
BCI
404
Brinker Capital Investments
Pennsylvania
$279K +$244K +6,615 New
OPS
405
Orion Portfolio Solutions
Nebraska
$279K +$244K +6,615 New
GAM
406
Gotham Asset Management
New York
$277K +$224K +6,053 New
IFWM
407
Institute for Wealth Management
Colorado
$273K +$221K +5,970 New
BWP
408
Balboa Wealth Partners
Arizona
$270K -$42.5K -1,150 -16%
IFPG
409
Intrepid Financial Planning Group
Indiana
$269K +$217K +5,885 New
CG
410
Caprock Group
Idaho
$267K +$216K +5,837 New
CBA
411
Coastal Bridge Advisors
Connecticut
$265K +$214K +5,802 New
OC
412
Oppenheimer & Co
New York
$263K +$212K +5,745 New
GIA
413
Gladstone Institutional Advisory
Florida
$259K +$209K +5,663 New
MGP
414
Metis Global Partners
California
$258K +$208K +5,643 New
HIA
415
Harbor Investment Advisory
Maryland
$258K – – –
MA
416
Mutual Advisors
Nebraska
$252K +$204K +5,510 New
KPWS
417
Kestra Private Wealth Services
Texas
$251K +$203K +5,486 New
SC
418
Schubert & Co
Texas
$247K +$200K +5,411 New
AC
419
ASB Consultores
Florida
$240K +$194K +5,239 New
OCBCO
420
Oversea-Chinese Banking Corp (OCBC)
Singapore
$236K +$191K +5,162 New
SCA
421
Snowden Capital Advisors
New York
$234K +$189K +5,115 New
BRWA
422
B. Riley Wealth Advisors
Florida
$233K +$188K +5,100 New
ECM
423
Evergreen Capital Management
Washington
$231K -$887K -24,000 -83%
DA
424
DCF Advisers
Connecticut
$229K +$185K +5,000 New
IWN
425
Independent Wealth Network
Iowa
$226K +$183K +4,944 New