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Name Holding Trade Value Shares
Change
Change in
Stake
LNWWM
701
Laird Norton Wetherby Wealth Management
California
$254K -$340K -2,091 -56%
KIA
702
Kraematon Investment Advisors
Massachusetts
$251K
BS
703
Banco Santander
Spain
$250K -$81.2K -499 -23%
HFP
704
Holistic Financial Partners
Indiana
$249K -$814 -5 -0.3%
IA
705
IFP Advisors
Florida
$248K -$565K -3,470 -68%
BFG
706
Beacon Financial Group
Texas
$247K +$27.2K +167 +12%
GVAG
707
Great Valley Advisor Group
Delaware
$247K -$44.6K -274 -14%
AGC
708
Aspen Grove Capital
Colorado
$246K +$1.63K +10 +0.6%
AGA
709
Arkos Global Advisors
Texas
$246K +$52.1K +320 +25%
TFS
710
Thoroughbred Financial Services
Tennessee
$245K +$262K +1,607 New
TSS
711
Two Sigma Securities
New York
$243K -$515K -3,161 -67%
CPC
712
Congress Park Capital
New York
$241K -$4.07K -25 -2%
CCA
713
Column Capital Advisors
Indiana
$241K
SBIA
714
Sheaff Brock Investment Advisors
Indiana
$239K +$7.16K +44 +3%
Koshinski Asset Management
715
Koshinski Asset Management
Illinois
$238K -$36.3K -223 -13%
AAS
716
Ameritas Advisory Services
Nebraska
$237K +$5.54K +34 +2%
SC
717
Shay Capital
New York
$235K +$251K +1,540 New
DAS
718
Dynamic Advisor Solutions
Arizona
$233K +$248K +1,525 New
IWP
719
Icon Wealth Partners
Texas
$233K -$8.63K -53 -3%
CA
720
Cornerstone Advisory
Maryland
$233K -$8.14K -50 -3%
CSPIA
721
Cary Street Partners Investment Advisory
Virginia
$232K +$35.7K +219 +17%
SPC
722
Sigma Planning Corp
Michigan
$232K +$34.7K +213 +16%
ST
723
Sentinel Trust
Texas
$231K
SFA
724
Sequoia Financial Advisors
Ohio
$230K -$212K -1,304 -46%
HA
725
Harbor Advisors
Florida
$229K +$244K +1,500 New