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Name Holding Trade Value Shares
Change
Change in
Stake
CGL
276
Clarius Group LLC
Washington
$727K -$21.5K -1,300 -3%
SIA
277
Schechter Investment Advisors
Michigan
$723K -$60.8K -3,675 -8%
HWMA
278
Heritage Wealth Management (Arizona)
Arizona
$718K -$74.8K -4,525 -10%
HFO
279
Heritage Family Offices
Arizona
$718K +$699K +42,280 New
DAS
280
Dynamic Advisor Solutions
Arizona
$713K +$11.6K +700 +2%
JIC
281
Johnson Investment Counsel
Ohio
$709K +$12.1K +730 +2%
USCWA
282
U.S. Capital Wealth Advisors
Texas
$701K +$682K +41,250 New
AWM
283
Absher Wealth Management
North Carolina
$699K -$22.7K -1,370 -3%
MCM
284
MAI Capital Management
Ohio
$688K +$32.2K +1,950 +5%
AIM
285
Alhambra Investment Management
Florida
$686K +$668K +40,395 New
DWM
286
Diversify Wealth Management
Utah
$679K +$681K +41,215 New
BFG
287
Bleakley Financial Group
New Jersey
$678K -$91.8K -5,550 -12%
SW
288
Simplicity Wealth
New Jersey
$678K -$89.5K -5,415 -12%
AIA
289
Angeles Investment Advisors
California
$653K +$120K +7,270 +23%
NA
290
NewEdge Advisors
Louisiana
$645K -$148K -8,970 -19%
Allspring Global Investments
291
Allspring Global Investments
North Carolina
$644K +$225K +13,630 +56%
Nuveen
292
Nuveen
North Carolina
$642K
WS
293
Wedbush Securities
California
$626K -$67.8K -4,100 -10%
BRWA
294
B. Riley Wealth Advisors
Florida
$626K -$246K -14,905 -29%
KPWS
295
Kestra Private Wealth Services
Texas
$620K -$12.4K -750 -2%
YDMI
296
Y.D. More Investments
Israel
$613K
Wolverine Trading
297
Wolverine Trading
Illinois
$609K +$593K +35,865 New
PA
298
Procyon Advisors
Connecticut
$600K -$55.6K -3,360 -9%
PGIM
299
Pacific Global Investment Management
California
$599K -$32.3K -1,955 -5%
MPPW
300
Mitchell & Pahl Private Wealth
Oklahoma
$594K +$22.4K +1,355 +4%