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Name Holding Trade Value Shares
Change
Change in
Stake
BCA
376
Bay Colony Advisors
Massachusetts
$301K +$48.5K +937 +19%
Brown Advisory
377
Brown Advisory
Maryland
$301K
GI
378
GAMMA Investing
California
$300K +$145K +2,796 +91%
GT
379
Glenview Trust
Kentucky
$300K
PI
380
PEAK6 Investments
Illinois
$299K +$302K +5,846 New
LSA
381
Lion Street Advisors
Texas
$294K
IWM
382
IHT Wealth Management
Illinois
$288K +$362 +7 +0.1%
ACI
383
Alpha Cubed Investments
California
$281K
BMA
384
Brooks Moore & Associates
Tennessee
$281K +$88K +1,700 +45%
IPW
385
Impact Partnership Wealth
Georgia
$276K +$279K +5,394 New
MWC
386
MBM Wealth Consultants
Missouri
$275K +$2.48K +48 +0.9%
CIBC Asset Management
387
CIBC Asset Management
Ontario, Canada
$275K -$14.4K -279 -5%
Lido Advisors
388
Lido Advisors
California
$272K +$74.7K +1,444 +37%
VFA
389
Valeo Financial Advisors
Indiana
$270K +$273K +5,282 New
MG
390
Mather Group
Illinois
$269K
PCMC
391
Paragon Capital Management (Colorado)
Colorado
$269K +$68.1K +1,316 +33%
PWM
392
Paulson Wealth Management
Illinois
$269K -$10.6K -205 -4%
PFGIA
393
Patriot Financial Group Insurance Agency
Massachusetts
$268K +$1.09K +21 +0.4%
AI
394
Atria Investments
North Carolina
$264K +$267K +5,164 New
BTI
395
Blue Trust Inc
Georgia
$261K +$160K +3,086 +174%
SAG
396
SageView Advisory Group
California
$259K +$263K +5,076 New
KWM
397
Kingsview Wealth Management
Oregon
$254K
FCBT
398
First Citizens Bank & Trust
North Carolina
$252K -$375K -7,255 -60%
STA
399
Summit Trail Advisors
New York
$250K +$18.5K +357 +8%
FA
400
Fountainhead AM
New Jersey
$249K -$47.7K -922 -16%