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Name Holding Trade Value Shares
Change
Change in
Stake
CAG
226
Csenge Advisory Group
Florida
$302K +$6.57K +40 +2%
HC
227
Hourglass Capital
Texas
$297K
LFA
228
Legacy Financial Advisors
Kentucky
$292K +$23.6K +144 +9%
BFM
229
Boothbay Fund Management
New York
$289K +$271K +1,653 New
WCA
230
Westover Capital Advisors
Delaware
$288K
CG
231
Colony Group
Massachusetts
$285K -$72.2K -440 -21%
AAM
232
Auxier Asset Management
Oregon
$285K
PP
233
PDS Planning
Ohio
$279K -$104K -631 -28%
TA
234
Tectonic Advisors
Texas
$277K
PWPS
235
Pinnacle Wealth Planning Services
Ohio
$275K +$10.7K +65 +4%
JFA
236
Johanson Financial Advisors
California
$272K +$5.58K +34 +2%
PCG
237
Private Capital Group
Connecticut
$267K -$47.9K -292 -16%
KPWS
238
Kestra Private Wealth Services
Texas
$264K +$12.6K +77 +5%
SCM
239
SOL Capital Management
Maryland
$262K -$24.6K -150 -9%
BFS
240
Bard Financial Services
Connecticut
$262K
LWP
241
Legacy Wealth Planning
Nevada
$262K
BRWA
242
B. Riley Wealth Advisors
Florida
$260K +$22.8K +139 +10%
Invesco
243
Invesco
Georgia
$258K -$616K -3,754 -72%
KIA
244
KCM Investment Advisors
California
$257K
AIM
245
Aigen Investment Management
New York
$250K +$235K +1,430 New
VIM
246
Vista Investment Management
Pennsylvania
$249K -$7.39K -45 -3%
Barclays
247
Barclays
United Kingdom
$248K +$143K +871 +158%
MAM
248
McLean Asset Management
Virginia
$247K
ECM
249
ExodusPoint Capital Management
New York
$246K +$231K +1,405 New
IB
250
Intrust Bank
Kansas
$246K +$231K +1,410 New