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Name Holding Trade Value Shares
Change
Change in
Stake
KOMWMG
301
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$359K -$28.1K -127 -7%
Invesco
302
Invesco
Georgia
$358K +$34.5K +156 +10%
TPI
303
Trust Point Inc
Wisconsin
$354K -$8.41K -38 -2%
BHC
304
Bowen Hanes & Co
Florida
$352K
SWA
305
Stratos Wealth Advisors
Ohio
$347K +$664 +3 +0.2%
Lido Advisors
306
Lido Advisors
California
$347K -$50.2K -227 -12%
FRA
307
Frank Rimerman Advisors
California
$344K +$371K +1,678 New
VIM
308
Vista Investment Management
Pennsylvania
$344K +$22.1K +100 +6%
DWM
309
Dakota Wealth Management
Florida
$340K -$5.75K -26 -2%
STA
310
Summit Trail Advisors
New York
$339K +$97.1K +439 +36%
FHA
311
First Horizon Advisors
Tennessee
$338K
TA
312
Tectonic Advisors
Texas
$334K
BFS
313
Bard Financial Services
Connecticut
$333K
FIM
314
Freedom Investment Management
Connecticut
$329K +$355K +1,604 New
BHPW
315
Beverly Hills Private Wealth
California
$326K -$22.1K -100 -6%
NHC
316
Nicholas Hoffman & Company
Georgia
$324K -$3.76K -17 -1%
KWM
317
Kingsview Wealth Management
Oregon
$318K -$133K -603 -28%
SC
318
Savant Capital
Illinois
$317K +$2.21K +10 +0.7%
IAM
319
Ion Asset Management
Israel
$317K +$342K +1,547 New
Barclays
320
Barclays
United Kingdom
$317K -$660K -2,985 -66%
Baird Financial Group
321
Baird Financial Group
Wisconsin
$316K -$1.54M -6,960 -82%
GI
322
GAMMA Investing
California
$312K +$11.5K +52 +4%
SP
323
Successful Portfolios
Florida
$312K
MAM
324
McLean Asset Management
Virginia
$308K +$5.09K +23 +2%
RIL
325
Rothschild Investment LLC
Illinois
$306K +$47.8K +216 +17%