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Name Holding Trade Value Shares
Change
Change in
Stake
CWP
326
Capital Wealth Planning
Florida
$276K +$296K +17,459 New
PCM
327
Penserra Capital Management
California
$275K +$215K +12,696 +267%
KWM
328
Kingsview Wealth Management
Oregon
$271K -$160K -9,450 -35%
IIC
329
Integrated Investment Consultants
Michigan
$269K +$85K +5,016 +42%
SW
330
SVB Wealth
Massachusetts
$263K +$3.86K +228 +1%
RIA
331
Realta Investment Advisors
Delaware
$262K -$68 -4 -0%
AC
332
Avestar Capital
New York
$253K -$253K -14,955 -48%
MA
333
MAS Advisors
Florida
$242K -$33.6K -1,986 -11%
AWS
334
Atria Wealth Solutions
New York
$239K -$1.37M -80,930 -84%
CIM
335
Confluence Investment Management
Missouri
$237K +$15.6K +921 +7%
JFG
336
Jefferies Financial Group
New York
$237K -$169K -10,000 -40%
Koshinski Asset Management
337
Koshinski Asset Management
Illinois
$236K -$72.3K -4,271 -22%
LWM
338
Laidlaw Wealth Management
New York
$233K +$34K +2,010 +16%
FHA
339
Flagship Harbor Advisors
Massachusetts
$233K -$13.5K -799 -5%
FAIM
340
Financial Advocates Investment Management
Washington
$231K +$7.15K +422 +3%
LTI
341
Laffer Tengler Investments
Tennessee
$229K +$46K +2,714 +23%
WEG
342
World Equity Group
Illinois
$226K +$25.3K +1,495 New
PI
343
PEAK6 Investments
Illinois
$226K +$242K +14,300 New
FWIA
344
Fort Washington Investment Advisors
Ohio
$219K
RCA
345
Reitz Capital Advisors
Michigan
$219K -$35.2K -2,080 -13%
Nomura Holdings
346
Nomura Holdings
Japan
$216K +$106K +6,272 +84%
GAM
347
Gould Asset Management
California
$215K
CCA
348
Conservest Capital Advisors
Pennsylvania
$214K
PWPS
349
Pinnacle Wealth Planning Services
Ohio
$212K -$1.37K -81 -0.6%
SWM
350
SeaCrest Wealth Management
New York
$210K +$21.2K +1,250 +10%