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Name Holding Trade Value Shares
Change
Change in
Stake
WCA
251
Westover Capital Advisors
Delaware
$412K
CTC
252
Cetera Trust Company
Minnesota
$412K +$409K +2,245 New
PGFC
253
Peapack-Gladstone Financial Corp
New Jersey
$406K
SI
254
Stephens Inc
Arkansas
$396K +$47K +258 +14%
LC
255
Lindbrook Capital
California
$396K +$40.7K +223 +12%
LI
256
Louisbourg Investments
New Brunswick, Canada
$392K +$390K +2,140 New
Balyasny Asset Management
257
Balyasny Asset Management
Illinois
$389K -$14.9K -82 -4%
SWP
258
Stratos Wealth Partners
Ohio
$386K +$26.1K +143 +7%
DCM
259
DGS Capital Management
New Jersey
$383K +$76K +417 +25%
KWM
260
Kingsview Wealth Management
Oregon
$382K -$38.1K -209 -9%
FSA
261
Fort Sheridan Advisors
Illinois
$381K
APWM
262
Argonautica Private Wealth Management
Massachusetts
$376K
MWM
263
Mission Wealth Management
California
$374K -$21.9K -120 -6%
BFG
264
Bleakley Financial Group
New Jersey
$374K -$21.5K -118 -5%
SS
265
Simplicity Solutions
Minnesota
$374K -$21.5K -118 -5%
CHAM
266
Clear Harbor Asset Management
Connecticut
$373K +$6.56K +36 +2%
LIM
267
Leavell Investment Management
Alabama
$367K +$365K +2,000 New
VOYA Investment Management
268
VOYA Investment Management
Georgia
$367K -$301K -1,650 -45%
KV
269
Kickstand Ventures
New York
$364K -$1.82K -10 -0.5%
KOMWMG
270
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$363K +$1.64K +9 +0.5%
EH
271
Equitable Holdings
New York
$362K +$360K +1,976 New
BJL
272
Brighton Jones LLC
Washington
$361K +$29.9K +164 +9%
AAS
273
Avantax Advisory Services
Texas
$361K +$14.9K +82 +4%
DWM
274
Drive Wealth Management
Utah
$358K +$18.6K +102 +6%
RJT
275
Raymond James Trust
Florida
$356K -$66.9K -367 -16%