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Name Holding Trade Value Shares
Change
Change in
Stake
I
301
InceptionR
California
$881K +$870K +11,371 New
BAM
302
BOS Asset Management
Illinois
$881K -$81.6K -1,067 -9%
DG
303
DMC Group
Alabama
$878K +$28.5K +373 +3%
HSBC Holdings
304
HSBC Holdings
United Kingdom
$873K -$2.53M -33,046 -75%
PAS
305
Park Avenue Securities
New York
$870K +$25.2K +330 +3%
CGH
306
Crossmark Global Holdings
Texas
$870K -$1.5M -19,551 -64%
SAM
307
Securian Asset Management
Minnesota
$869K -$39.4K -515 -4%
KP
308
Keel Point
Alabama
$864K -$7.65K -100 -0.9%
FWP
309
FAS Wealth Partners
Kansas
$859K +$5.05K +66 +0.6%
PP
310
Patten & Patten
Tennessee
$858K
CPIG
311
Chicago Partners Investment Group
Illinois
$841K +$77.9K +1,019 +10%
AWA
312
Aaron Wealth Advisors
Illinois
$833K +$141K +1,842 +21%
AWP
313
Abacus Wealth Partners
California
$832K +$821K +10,739 New
BV
314
Boxwood Ventures
Illinois
$807K
CG
315
Caprock Group
Idaho
$806K +$796K +10,403 New
ATPW
316
Ashton Thomas Private Wealth
Arizona
$803K +$89.9K +1,176 +13%
LAM
317
L2 Asset Management
Massachusetts
$802K +$12.7K +166 +2%
EWA
318
EP Wealth Advisors
California
$791K +$781K +10,212 New
AWM
319
AE Wealth Management
Kansas
$785K +$129K +1,693 +20%
EWM
320
Empirical Wealth Management
Washington
$782K +$402K +5,259 +109%
M&T Bank
321
M&T Bank
New York
$778K +$20.5K +268 +3%
SCM
322
Sterling Capital Management
North Carolina
$777K -$32.8K -429 -4%
JFG
323
Jefferies Financial Group
New York
$775K +$765K +10,000 New
GT
324
Greenleaf Trust
Michigan
$766K -$13.1K -171 -2%
TPA
325
Trivium Point Advisory
Connecticut
$760K -$61.1K -799 -8%