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Name Holding Trade Value Shares
Change
Change in
Stake
IWP
826
Icon Wealth Partners
Texas
$312K +$4.86K +87 +2%
IAP
827
Indie Asset Partners
Indiana
$311K -$16.2K -290 -5%
ProShare Advisors
828
ProShare Advisors
Maryland
$307K +$27.1K +486 +9%
HB
829
Homrich & Berg
Georgia
$307K +$31.7K +568 +11%
W
830
WealthStone
Ohio
$305K +$22.9K +411 +8%
CC
831
Centiva Capital
New York
$304K +$311K +5,577 New
CWS
832
Cypress Wealth Services
California
$301K +$7.53K +135 +3%
CFGS
833
Concourse Financial Group Securities
Alabama
$300K +$13.8K +247 +5%
TF
834
TRH Financial
Iowa
$300K +$45.4K +814 +17%
HIP
835
HUB Investment Partners
Texas
$299K +$306K +5,481 New
SG
836
StoneX Group
New York
$299K +$306K +5,485 New
CCB
837
Cutter & Co Brokerage
Missouri
$298K -$16.7K -300 -5%
DIM
838
Delta Investment Management
California
$298K -$7.31K -131 -2%
KA
839
Kovack Advisors
Florida
$298K +$31.3K +560 +11%
CC
840
Callan Capital
California
$296K
MGIA
841
Moneta Group Investment Advisors
Missouri
$296K +$14.2K +254 +5%
KeyBank National Association
842
KeyBank National Association
Ohio
$295K +$302K +5,414 New
PWPS
843
Pinnacle Wealth Planning Services
Ohio
$289K -$14.1K -252 -5%
LNWTC
844
Laird Norton Wetherby Trust Company
Washington
$288K -$5.58K -100 -2%
TGAM
845
TBH Global Asset Management
Tennessee
$288K +$295K +5,289 New
WWM
846
Western Wealth Management
Colorado
$286K +$293K +5,244 New
DAS
847
Dynamic Advisor Solutions
Arizona
$283K +$290K +5,196 New
BSG
848
Black Swift Group
Colorado
$281K +$287K +5,149 New
CBA
849
Coastal Bridge Advisors
Connecticut
$278K
NWA
850
Navis Wealth Advisors
New York
$278K +$5.58K +100 +2%