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Name Holding Trade Value Shares
Change
Change in
Stake
BWL
526
Bogart Wealth LLC
Virginia
$360K +$351K +11,252 +3,410%
CA
527
Cetera Advisors
Colorado
$359K -$34K -1,091 -9%
AWM
528
AE Wealth Management
Kansas
$359K +$126K +4,041 +54%
AIA
529
Avalon Investment & Advisory
Texas
$358K +$359K +11,526 New
BOTOTLSJU
530
Board of Trustees of The Leland Stanford Junior University
California
$355K +$45.8K +1,468 +15%
HAG
531
HighPoint Advisor Group
Illinois
$351K +$66.5K +2,133 +23%
TFCP
532
Twin Focus Capital Partners
Massachusetts
$348K
SC
533
Sepio Capital
Utah
$347K +$348K +11,172 New
FPGK
534
Financial Partners Group (Kansas)
Kansas
$347K +$348K +11,177 New
PW
535
Price Wealth
Texas
$346K +$256K +8,207 +280%
Temasek Holdings
536
Temasek Holdings
Singapore
$342K
CHAM
537
Clear Harbor Asset Management
Connecticut
$341K -$73.1K -2,345 -18%
CIA
538
CSat Investment Advisory
Michigan
$341K +$93.2K +2,991 +38%
TI
539
Tidal Investments
Wisconsin
$341K +$93.2K +2,991 +38%
Northwestern Mutual Wealth Management
540
Northwestern Mutual Wealth Management
Wisconsin
$341K +$115K +3,693 +51%
AWM
541
Avitas Wealth Management
California
$341K +$342K +10,984 New
HWA
542
HHM Wealth Advisors
Tennessee
$338K +$31.5K +1,010 +10%
SFS
543
Sowell Financial Services
Arkansas
$336K +$140K +4,477 +71%
GBA
544
Garrison Bradford & Associates
New York
$326K -$259K -8,300 -44%
PMG
545
ProVise Management Group
Florida
$326K +$327K +10,487 New
PCM
546
Prelude Capital Management
New York
$325K +$325K +10,442 New
CA
547
Claro Advisors
Massachusetts
$324K +$20.3K +650 +7%
BCM
548
Brookstone Capital Management
Illinois
$324K +$67.1K +2,154 +26%
LS
549
Livforsakringsbolaget Skandia
Sweden
$323K +$262K +8,400 +420%
UAS
550
United Asset Strategies
New York
$322K