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Name Holding Trade Value Shares
Change
Change in
Stake
VFA
876
Valeo Financial Advisors
Indiana
$379K -$34.6K -69 -8%
LMFP
877
Larry Mathis Financial Planning
Arizona
$378K +$391K +779 New
CIM
878
Cambria Investment Management
California
$376K -$55.2K -110 -12%
SFS
879
Sowell Financial Services
Arkansas
$371K +$21.1K +42 +6%
GS
880
GWN Securities
Florida
$369K +$114K +228 +43%
PWG
881
Portside Wealth Group
Utah
$369K +$381K +760 New
AIM
882
Allen Investment Management
New York
$368K -$18.6M -37,103 -98%
KWA
883
Kingswood Wealth Advisors
California
$368K -$15.1K -30 -4%
7WCP
884
71 West Capital Partners
Massachusetts
$365K +$20.1K +40 +6%
AHL
885
Abel Hall LLC
Louisiana
$365K +$46.7K +93 +14%
FFN
886
Focus Financial Network
Minnesota
$360K -$10K -20 -3%
LAM
887
L2 Asset Management
Massachusetts
$359K +$33.1K +66 +10%
WPP
888
Whalerock Point Partners
Rhode Island
$356K
MAG
889
Meadowbrook Advisors Group
New Jersey
$356K +$33.1K +66 +10%
AWM
890
Aprio Wealth Management
Georgia
$356K +$63.2K +126 +21%
DAS
891
Diversify Advisory Services
Utah
$356K +$12.5K +25 +3%
QCM
892
QRG Capital Management
Illinois
$353K -$56.2K -112 -13%
NB
893
Nicolet Bankshares
Wisconsin
$353K +$377K +751 New
FCH
894
Freestone Capital Holdings
Washington
$346K +$12.5K +25 +4%
AIM
895
Avity Investment Management
Connecticut
$344K -$34.1K -68 -9%
HNB
896
Huntington National Bank
Ohio
$343K +$97.4K +194 +38%
HPC
897
Hobart Private Capital
North Carolina
$338K +$350K +698 New
SP
898
SIH Partners
Delaware
$338K -$798K -1,591 -70%
E
899
Entelevest
Florida
$338K +$66.2K +132 +23%
SPC
900
Sigma Planning Corp
Michigan
$338K -$229K -457 -40%