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Name Holding Trade Value Shares
Change
Change in
Stake
WWM
401
Western Wealth Management
Colorado
$337K +$15.2K +105 +5%
OL
402
Optas LLC
Texas
$337K -$7.67K -53 -2%
IWA
403
Icon Wealth Advisors
Texas
$331K +$310K +2,144 New
HCP
404
Hexagon Capital Partners
Arkansas
$331K +$39.9K +276 +15%
FWA
405
FSM Wealth Advisors
Ohio
$326K -$17.1K -118 -5%
Carson Wealth (CWM LLC)
406
Carson Wealth (CWM LLC)
Nebraska
$326K +$36.6K +253 +14%
SAM
407
Silvercrest Asset Management
New York
$325K +$304K +2,102 New
SMA
408
Seven Mile Advisory
New Jersey
$324K +$5.79K +40 +2%
STA
409
Summit Trail Advisors
New York
$323K -$80K -553 -21%
PA
410
Pinnacle Associates
New York
$321K -$50.5K -349 -14%
BWM
411
BKM Wealth Management
Wisconsin
$321K +$300K +2,075 New
PWM
412
Perigon Wealth Management
California
$321K +$20.5K +142 +7%
Luther King Capital Management (LKCM)
413
Luther King Capital Management (LKCM)
Texas
$316K
CC
414
Callan Capital
California
$316K +$296K +2,046 New
CI
415
CX Institutional
Indiana
$316K +$289 +2 +0.1%
Rafferty Asset Management
416
Rafferty Asset Management
New York
$316K +$10.6K +73 +4%
KBC Group
417
KBC Group
Belgium
$313K
LC
418
Lindbrook Capital
California
$312K +$24.3K +168 +9%
S
419
Sunpointe
Missouri
$311K +$291K +2,015 New
KOCAA
420
Knights of Columbus Asset Advisors
Connecticut
$311K
SWP
421
Stratos Wealth Partners
Ohio
$310K -$47.6K -329 -14%
BWM
422
Baron Wealth Management
Michigan
$309K +$31.7K +219 +12%
MFIM
423
Mesirow Financial Investment Management
Illinois
$308K +$288K +1,994 New
Thrivent Financial for Lutherans
424
Thrivent Financial for Lutherans
Minnesota
$308K +$17.8K +123 +7%
OFS
425
OneAscent Financial Services
Alabama
$308K +$63.2K +437 +28%