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Name Holding Trade Value Shares
Change
Change in
Stake
AG
326
Ascent Group
Virginia
$154K +$2.97K +196 +2%
HWM
327
HB Wealth Management
Georgia
$154K +$176K +11,626 New
IAA
328
Independent Advisor Alliance
North Carolina
$153K +$4.94K +326 +3%
MCM
329
MAI Capital Management
Ohio
$152K +$28.6K +1,887 +20%
CIAM
330
Caitong International Asset Management
Hong Kong
$150K +$172K +11,343 +63,017%
PA
331
Parallel Advisors
California
$150K -$36.6K -2,413 -18%
CA
332
COFG Advisors
Illinois
$147K -$303 -20 -0.2%
FLPIM
333
F.L. Putnam Investment Management
Massachusetts
$147K -$15.8K -1,040 -9%
HIC
334
Holderness Investments Company
North Carolina
$145K -$4.54K -300 -3%
AWM
335
AE Wealth Management
Kansas
$144K -$29.5K -1,944 -15%
HSBC Holdings
336
HSBC Holdings
United Kingdom
$144K +$166K +10,923 New
IA
337
IFP Advisors
Florida
$140K +$137K +9,027 +581%
BF
338
Brucke Financial
Indiana
$140K -$12.2K -805 -7%
HCP
339
Hexagon Capital Partners
Arkansas
$139K +$159K +10,481 New
Squarepoint
340
Squarepoint
New York
$138K -$19.6K -1,291 -11%
EWA
341
EP Wealth Advisors
California
$138K +$158K +10,405 New
SFC
342
SYM Financial Corp
Indiana
$136K +$156K +10,292 New
CCM
343
Coldstream Capital Management
Washington
$136K -$10.6K -699 -6%
CCA
344
Carrera Capital Advisors
Michigan
$136K
MHIP
345
Mountain Hill Investment Partners
New Jersey
$134K -$455 -30 -0.3%
DOA
346
D'Orazio & Associates
Virginia
$132K +$152K +10,006 New
NFP
347
Narus Financial Partners
Utah
$132K
WAM
348
Westport Asset Management
Connecticut
$119K
RIL
349
Rothschild Investment LLC
Illinois
$115K +$40K +2,639 +44%
CH
350
Cromwell Holdings
Wyoming
$111K