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Name Holding Trade Value Shares
Change
Change in
Stake
CG
1101
Clarus Group
Texas
$226K
PIM
1102
Perpetual Investment Management
Australia
$226K
QCM
1103
Quest Capital Management
Texas
$226K +$930 +12 +0.4%
OIA
1104
OneDigital Investment Advisors
Kansas
$225K -$52.3K -675 -19%
EH
1105
Equitable Holdings
New York
$225K +$222K +2,861 New
IWC
1106
Integrated Wealth Concepts
Massachusetts
$224K -$279K -3,600 -56%
LC
1107
Landaas & Company
Wisconsin
$224K
PD
1108
Planning Directions
Pennsylvania
$224K +$8.84K +114 +4%
CWS
1109
Cypress Wealth Services
California
$223K
TCM
1110
TD Capital Management
Tennessee
$223K +$13.8K +178 +7%
WA
1111
WP Advisors
California
$222K -$122K -1,576 -36%
OFS
1112
OneAscent Financial Services
Alabama
$221K +$218K +2,806 New
Jones Financial Companies
1113
Jones Financial Companies
Missouri
$220K -$4.19K -54 -2%
LOAMS
1114
Lombard Odier Asset Management (Switzerland)
Switzerland
$219K +$215K +2,779 New
AUB
1115
Atlantic Union Bankshares
Virginia
$216K -$7.75K -100 -4%
ECM
1116
EagleClaw Capital Management
Massachusetts
$216K -$2.33K -30 -1%
BCM
1117
BTR Capital Management
California
$215K
PBC
1118
Pavion Blue Capital
California
$215K
SP
1119
Successful Portfolios
Florida
$214K -$620 -8 -0.3%
CAAS
1120
Capital Asset Advisory Services
Michigan
$214K
PHS
1121
Pekin Hardy Strauss
Illinois
$213K -$34.9K -450 -14%
WPA
1122
Winning Points Advisors
Florida
$213K
RZH
1123
Relyea Zuckerberg Hanson
Connecticut
$213K +$199K +2,562 New
WAS
1124
Wealth Advisory Solutions
Indiana
$213K +$209K +2,700 New
DWM
1125
Doyle Wealth Management
Florida
$212K +$208K +2,687 New