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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
776
Avior Wealth Management
Nebraska
$322K +$227K +2,760 +137%
PWM
777
Perigon Wealth Management
California
$320K +$66.5K +810 +21%
AFP
778
Ausdal Financial Partners
Iowa
$320K +$139K +1,690 +55%
PIA
779
Perennial Investment Advisors
California
$318K -$11.5K -140 -3%
LFAS
780
Level Four Advisory Services
Texas
$317K +$154K +1,870 +66%
BFA
781
BMS Financial Advisors
South Dakota
$316K -$69K -840 -15%
FHC
782
First Heartland Consultants
Missouri
$316K -$34.5K -420 -8%
AMM
783
American Money Management
California
$316K +$36.1K +440 +10%
SAM
784
Silvercrest Asset Management
New York
$314K +$66.5K +810 +21%
QI
785
Qtron Investments
Massachusetts
$313K
SIA
786
Soltis Investment Advisors
Utah
$313K +$821 +10 +0.2%
WIM
787
Westside Investment Management
California
$313K +$1.33M +16,200 +16,200%
SIA
788
SkyView Investment Advisors
New Jersey
$312K -$60.7M -739,170 -99%
HWM
789
HB Wealth Management
Georgia
$310K +$68.1K +830 +22%
CA
790
CoreCap Advisors
Michigan
$310K +$281K +3,420 +292%
SA
791
SWM Advisors
Florida
$309K
AWS
792
AJ Wealth Strategies
New York
$309K +$164K +2,000 +78%
PFG
793
PAX Financial Group
Texas
$308K -$340K -4,140 -48%
WTC
794
WhitTier Trust Company
Nevada
$308K +$365K +4,450 +4,450%
IC
795
Intersect Capital
California
$305K -$60.8K -740 -14%
BCV
796
Banque Cantonale Vaudoise
Switzerland
$305K +$371K +4,520 New
HIMC
797
Heritage Investors Management Corp
Maryland
$304K
KFP
798
KB Financial Partners
New Jersey
$302K +$91.1K +1,110 +33%
CCA
799
Checchi Capital Advisers
California
$301K +$19.7K +240 +6%
ODG
800
O'Dell Group
Ohio
$301K +$204K +2,490 +126%