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Name Holding Trade Value Shares
Change
Change in
Stake
PTC
601
Private Trust Company
Ohio
$243K -$204K -1,000 -49%
PS
602
Principal Securities
Iowa
$242K +$130K +639 +154%
FSC
603
Full Sail Capital
Oklahoma
$241K +$214K +1,049 New
AWM
604
Axxcess Wealth Management
California
$241K +$214K +1,047 New
UCFA
605
United Capital Financial Advisors
Texas
$236K +$210K +1,027 New
AF
606
Apexium Financial
Texas
$235K +$209K +1,022 New
SWM
607
Spire Wealth Management
Virginia
$235K +$105K +513 +101%
FFA
608
Florida Financial Advisors
Florida
$234K +$208K +1,019 New
NW
609
NewEdge Wealth
Pennsylvania
$234K +$243K +1,191 New
IAS
610
Insigneo Advisory Services
Florida
$232K +$206K +1,010 New
IFWM
611
Institute for Wealth Management
Colorado
$232K +$206K +1,009 New
RS
612
R Squared
Hong Kong
$231K -$767K -3,756 -79%
Bank Julius Baer & Co
613
Bank Julius Baer & Co
Switzerland
$230K -$204 -1 -0.1%
Cohen & Steers
614
Cohen & Steers
New York
$230K
BC
615
Barrett & Company
Rhode Island
$230K
DWM
616
Destination Wealth Management
California
$230K +$204K +1,000 New
CFS
617
CRA Financial Services
New Jersey
$224K +$199K +975 New
CL
618
Choreo LLC
Illinois
$224K +$198K +972 New
TWM
619
TCFG Wealth Management
California
$218K +$194K +950 New
MAS
620
Meeder Advisory Services
Ohio
$218K +$193K +948 New
AWM
621
Austin Wealth Management
Texas
$218K +$225K +1,104 New
HWM
622
HB Wealth Management
Georgia
$216K +$191K +937 New
WWM
623
WT Wealth Management
Arizona
$213K +$189K +928 New
AGM
624
Alpine Global Management
New York
$213K +$189K +925 New
LSA
625
L & S Advisors
California
$213K +$189K +924 New