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Name Holding Trade Value Shares
Change
Change in
Stake
IWM
851
IHT Wealth Management
Illinois
$277K +$11.8K +211 +4%
OWA
852
Opal Wealth Advisors
New York
$276K +$5.64K +101 +2%
MS
853
Maven Securities
Jersey
$276K +$286K +5,129 New
GAM
854
Gotham Asset Management
New York
$275K +$281K +5,040 New
SPM
855
Symmetry Peak Management
Pennsylvania
$273K -$2.51M -45,000 -90%
BCM
856
Blume Capital Management
California
$273K -$8.37K -150 -3%
CCA
857
Childress Capital Advisors
Texas
$272K +$54.6K +978 +24%
MCC
858
Money Concepts Capital
Florida
$267K +$273K +4,900 New
PA
859
PSI Advisors
Florida
$266K +$2.79K +50 +1%
BSW
860
Buckingham Strategic Wealth
Missouri
$266K +$3.68K +66 +1%
PCM
861
Parsons Capital Management
Rhode Island
$263K +$269K +4,827 New
HH
862
Hilltop Holdings
Texas
$261K -$82.9K -1,485 -24%
WMA
863
Wealth Management Associates
New Jersey
$261K -$72.5K -1,300 -21%
GAMA
864
Graticule Asia Macro Advisors
New York
$259K +$266K +4,760 New
AAS
865
Avantax Advisory Services
Texas
$258K -$117K -2,095 -30%
IWC
866
Integrated Wealth Concepts
Massachusetts
$256K +$262K +4,688 New
EAM
867
Evanson Asset Management
California
$255K -$220K -3,938 -46%
AC
868
Abbrea Capital
California
$253K +$259K +4,640 New
MYIA
869
Mount Yale Investment Advisors
Colorado
$251K -$493K -8,830 -66%
CAGAS
870
Capital Advisory Group Advisory Services
Minnesota
$251K +$216K +3,870 +523%
LB
871
Leo Brokerage
Texas
$249K +$837 +15 +0.3%
CM
872
Crestline Management
Texas
$245K -$363K -6,500 -59%
RFN
873
RDA Financial Network
Iowa
$245K +$251K +4,503 New
MW
874
Marcum Wealth
Ohio
$243K -$125K -2,236 -33%
BIM
875
Baldwin Investment Management
Pennsylvania
$243K +$29.3K +525 +13%