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Name Holding Trade Value Shares
Change
Change in
Stake
CRWM
576
Castle Rock Wealth Management
California
$264K -$41.6K -646 -13%
AWE
577
Avidian Wealth Enterprises
Texas
$264K +$22.6K +352 +9%
MRCM
578
M&R Capital Management
New Jersey
$263K -$32.7K -508 -11%
FI
579
FormulaFolio Investments
Michigan
$263K +$18.4K +286 +7%
PCM
580
Pointe Capital Management
Michigan
$262K -$7.72K -120 -3%
IWC
581
Integrated Wealth Concepts
Massachusetts
$262K +$4.25K +66 +2%
FMWA
582
Forvis Mazars Wealth Advisors
Missouri
$261K +$5.66K +88 +2%
Fiera Capital (Canada)
583
Fiera Capital (Canada)
Quebec, Canada
$260K
YWP
584
YorkBridge Wealth Partners
New York
$260K +$262K +4,074 New
GFS
585
GYL Financial Synergies
Connecticut
$258K
RIL
586
Rothschild Investment LLC
Illinois
$258K
PCIA
587
Prime Capital Investment Advisors
Kansas
$257K -$2.98M -46,364 -92%
OSAM
588
O'Shaughnessy Asset Management
Connecticut
$257K +$35.9K +558 +16%
FAIM
589
Financial Advocates Investment Management
Washington
$256K
FCA
590
FinTrust Capital Advisors
South Carolina
$256K +$29.5K +458 +13%
Walleye Trading
591
Walleye Trading
New York
$256K +$259K +4,026 New
IWM
592
IHT Wealth Management
Illinois
$255K +$34.4K +534 +15%
KIM
593
Karpus Investment Management
New York
$255K +$257K +4,000 New
BPA
594
Beacon Pointe Advisors
California
$253K +$22.5K +350 +10%
BP
595
Ballentine Partners
Massachusetts
$251K -$33.3K -518 -12%
SWA
596
Stratos Wealth Advisors
Ohio
$248K -$35.1K -546 -12%
CPSAC
597
Chas P. Smith & Associates (CPS)
Florida
$248K
SCM
598
Shelton Capital Management
Colorado
$247K -$2.24M -34,800 -90%
CWS
599
Cypress Wealth Services
California
$247K +$249K +3,872 New
WA
600
Wealth Alliance
New York
$245K -$10.2K -158 -4%