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Name Holding Trade Value Shares
Change
Change in
Stake
AWA
551
Arkadios Wealth Advisors
Georgia
$228K +$214K +3,958 New
IWM
552
IHT Wealth Management
Illinois
$227K +$213K +3,945 New
CSPIA
553
Cary Street Partners Investment Advisory
Virginia
$226K -$61.8K -1,144 -23%
ADL
554
Asset Dedication LLC
California
$225K +$156K +2,886 +284%
HSA
555
HBK Sorce Advisory
Pennsylvania
$223K -$22.7K -420 -10%
C
556
Certuity
Florida
$223K +$206K +3,816 New
Mitsubishi UFJ Asset Management
557
Mitsubishi UFJ Asset Management
Japan
$223K -$25.1K -464 -11%
IFG
558
Independent Financial Group
California
$222K -$429K -7,937 -67%
LFA
559
Legacy Financial Advisors
Kentucky
$221K +$207K +3,838 New
WSFS
560
Wilmington Savings Fund Society
Delaware
$219K +$205K +3,795 New
ACA
561
Aptus Capital Advisors
Alabama
$219K -$23K -426 -10%
NF
562
Nikulski Financial
Iowa
$218K +$204K +3,779 New
William Blair & Company
563
William Blair & Company
Illinois
$217K +$203K +3,769 New
ECM
564
Estabrook Capital Management
New York
$216K -$378 -7 -0.2%
FWM
565
Forza Wealth Management
Florida
$215K +$202K +3,735 New
9WM
566
9258 Wealth Management
Ohio
$214K +$201K +3,722 New
Koshinski Asset Management
567
Koshinski Asset Management
Illinois
$211K +$198K +3,660 New
PTC
568
Private Trust Company
Ohio
$211K +$7.4K +137 +4%
BO
569
Bank OZK
Arkansas
$208K +$195K +3,604 New
SCA
570
Stillwater Capital Advisors
Pennsylvania
$208K +$195K +3,603 New
SF
571
Symphony Financial
Texas
$207K +$194K +3,593 New
AA
572
Argent Advisors
Louisiana
$206K +$193K +3,570 New
TYCC
573
Texas Yale Capital Corp
Florida
$205K +$192K +3,555 New
BJL
574
Brighton Jones LLC
Washington
$205K +$192K +3,551 New
IWA
575
Icon Wealth Advisors
Texas
$202K -$6.91K -128 -4%