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Name Holding Trade Value Shares
Change
Change in
Stake
SOAMC
101
Spirit of America Management Corp
New York
$723K
Corient Private Wealth
102
Corient Private Wealth
Florida
$703K +$725K +13,124 New
M&T Bank
103
M&T Bank
New York
$702K
VF
104
Virtu Financial
New York
$683K +$704K +12,752 New
AAS
105
Avantax Advisory Services
Texas
$682K -$10.5K -191 -1%
BF
106
BOK Financial
Oklahoma
$659K
Brown Advisory
107
Brown Advisory
Maryland
$652K +$66.3K +1,201 +11%
HVIA
108
Hudson Valley Investment Advisors
New York
$645K
HH
109
Hilltop Holdings
Texas
$640K -$12.6K -229 -2%
Kovitz Investment Group Partners
110
Kovitz Investment Group Partners
Illinois
$632K
MEAC
111
M.E. Allison & Co
Texas
$629K
CIS
112
Custom Index Systems
New York
$612K +$91.8K +1,662 +17%
BWP
113
Baldwin Wealth Partners
Massachusetts
$609K
IAIM
114
International Assets Investment Management
Florida
$593K -$10.5K -191 -2%
OA
115
Oxbow Advisors
Texas
$568K +$143K +2,595 +32%
JSW
116
Journey Strategic Wealth
New Jersey
$560K -$101K -1,831 -15%
IWM
117
IHT Wealth Management
Illinois
$552K +$11.7K +212 +2%
WAP
118
Wealthcare Advisory Partners
Pennsylvania
$539K +$3.09K +56 +0.6%
BAAM
119
Baker Avenue Asset Management
California
$536K
USCWA
120
U.S. Capital Wealth Advisors
Texas
$536K +$40.2K +729 +8%
TWM
121
Tradition Wealth Management
Minnesota
$527K +$3.09K +56 +0.6%
KWM
122
Kingsview Wealth Management
Oregon
$514K +$3.04K +55 +0.6%
SWP
123
Stratos Wealth Partners
Ohio
$512K -$4.47K -81 -0.8%
WS
124
Wedbush Securities
California
$508K -$53.4K -968 -9%
BRWA
125
B. Riley Wealth Advisors
Florida
$503K +$518K +9,387 New