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Name Holding Trade Value Shares
Change
Change in
Stake
FIA
651
Foundations Investment Advisors
Arizona
$370K -$171K -491 -29%
FAM
652
Fulcrum Asset Management
United Kingdom
$367K – – –
HI
653
Harbour Investments
Wisconsin
$359K -$120K -343 -24%
SBIA
654
Sheaff Brock Investment Advisors
Indiana
$356K +$24.4K +70 +7%
Lido Advisors
655
Lido Advisors
California
$355K +$366K +1,049 New
KPWS
656
Kestra Private Wealth Services
Texas
$354K -$19.5K -56 -5%
TFS
657
Thoroughbred Financial Services
Tennessee
$352K +$32.4K +93 +10%
EWA
658
Exencial Wealth Advisors
Oklahoma
$347K -$4.88K -14 -1%
HPWM
659
Highland Private Wealth Management
Washington
$347K +$356K +1,023 New
SI
660
Stephens Inc
Arkansas
$345K +$355K +1,018 New
MLFP
661
MPS Loria Financial Planners
Illinois
$340K +$1.74K +5 +0.5%
S
662
SignatureFD
Georgia
$340K +$181K +518 +107%
UMC
663
United Maritime Capital
New York
$339K -$34.8K -100 -9%
CSI
664
Cross Staff Investments
New York
$339K +$348K +1,000 New
LCS
665
Levin Capital Strategies
New York
$339K +$348K +1,000 New
NM
666
Nokota Management
New York
$339K +$348K +1,000 New
WTA
667
Washington Trust Advisors
Massachusetts
$339K +$348K +1,000 New
FBFS
668
First Business Financial Services
Wisconsin
$339K +$349K +1,002 New
WCM
669
Whitener Capital Management
North Carolina
$333K -$165K -474 -32%
GIA
670
Gladstone Institutional Advisory
Florida
$331K +$79.1K +227 +30%
TWM
671
Titus Wealth Management
California
$328K -$3.48K -10 -1%
BPA
672
Beacon Pointe Advisors
California
$326K -$35.2K -101 -9%
DACS
673
Dymon Asia Capital (Singapore)
Singapore
$320K -$1.44M -4,123 -81%
SFA
674
Sequoia Financial Advisors
Ohio
$318K +$328K +940 New
WCM
675
Washburn Capital Management
Florida
$318K +$328K +940 New