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Name Holding Trade Value Shares
Change
Change in
Stake
BF
101
BOK Financial
Oklahoma
$714K +$187K +3,300 +37%
JSW
102
Journey Strategic Wealth
New Jersey
$713K -$12.6K -222 -2%
HH
103
Hilltop Holdings
Texas
$706K +$15.5K +274 +2%
CG
104
Caprock Group
Idaho
$706K +$61.6K +1,088 +10%
HVIA
105
Hudson Valley Investment Advisors
New York
$698K
Kovitz Investment Group Partners
106
Kovitz Investment Group Partners
Illinois
$685K -$159K -2,801 -19%
MEAC
107
M.E. Allison & Co
Texas
$682K +$67.9K +1,200 +11%
BWP
108
Baldwin Wealth Partners
Massachusetts
$660K
IAIM
109
International Assets Investment Management
Florida
$653K +$11.8K +208 +2%
Brown Advisory
110
Brown Advisory
Maryland
$637K
XF
111
XML Financial
Maryland
$635K +$5.49K +97 +0.9%
WS
112
Wedbush Securities
California
$607K -$69.2K -1,223 -10%
MOS
113
MGO One Seven
Ohio
$601K -$898K -15,862 -61%
IWM
114
IHT Wealth Management
Illinois
$586K +$849 +15 +0.1%
WAP
115
Wealthcare Advisory Partners
Pennsylvania
$581K -$14K -248 -2%
BAAM
116
Baker Avenue Asset Management
California
$581K
BNP Paribas Financial Markets
117
BNP Paribas Financial Markets
France
$577K +$562K +9,935 New
UPS
118
UHLMANN PRICE SECURITIES
Illinois
$568K +$226 +4 +0%
TWM
119
Tradition Wealth Management
Minnesota
$568K +$3K +53 +0.5%
CIS
120
Custom Index Systems
New York
$566K -$21.2K -374 -4%
SWP
121
Stratos Wealth Partners
Ohio
$560K +$37.8K +668 +7%
KWM
122
Kingsview Wealth Management
Oregon
$553K +$3.68K +65 +0.7%
KACA
123
Kayne Anderson Capital Advisors
California
$548K
USCWA
124
U.S. Capital Wealth Advisors
Texas
$538K +$524K +9,267 New
PA
125
PSI Advisors
Florida
$535K +$509 +9 +0.1%