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Name Holding Trade Value Shares
Change
Change in
Stake
FCH
376
Freestone Capital Holdings
Washington
$224K -$22.5K -1,380 -8%
CWM
377
Cornerstone Wealth Management
Missouri
$223K -$16.3K -1,000 -6%
BB
378
Busey Bank
Illinois
$220K – – –
BAMCO Inc
379
BAMCO Inc
New York
$218K +$236K +14,474 New
UCFA
380
United Capital Financial Advisors
Texas
$214K +$29.3K +1,797 +14%
BAM
381
Belpointe Asset Management
Nevada
$213K +$231K +14,174 New
BTI
382
Blue Trust Inc
Georgia
$213K -$1.35K -83 -0.6%
CIM
383
Confluence Investment Management
Missouri
$212K +$34.5K +2,119 +18%
NFG
384
Nations Financial Group
Iowa
$210K -$7.35K -451 -3%
AWM
385
Accel Wealth Management
Iowa
$210K +$30.3K +1,862 +15%
CM
386
CoreCommodity Management
Connecticut
$207K -$119K -7,281 -35%
LEA
387
Legacy Edge Advisors
New York
$203K – – –
KeyBank National Association
388
KeyBank National Association
Ohio
$201K +$51.8K +3,178 +31%
VEA
389
Virtus ETF Advisers
New York
$200K -$357K -21,887 -62%
SH
390
SLT Holdings
Arizona
$199K -$81.5K -5,000 -27%
QP
391
Quartz Partners
New York
$199K +$50.4K +3,096 +31%
DCM
392
Donaldson Capital Management
Indiana
$197K +$213K +13,092 New
RA
393
Riversedge Advisors
Delaware
$193K -$11.4K -697 -5%
BWM
394
BNB Wealth Management
Maryland
$191K -$36K -2,207 -15%
NG
395
Novem Group
New York
$190K +$206K +12,633 New
RC
396
Rexford Capital
Texas
$190K – – –
SFS
397
Sowell Financial Services
Arkansas
$186K -$47.7K -2,927 -19%
AGC
398
Aspen Grove Capital
Colorado
$186K +$147 +9 +0.1%
FWIA
399
Fort Washington Investment Advisors
Ohio
$184K – – –
AWM
400
Apollon Wealth Management
South Carolina
$184K +$17.2K +1,054 +9%