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Name Holding Trade Value Shares
Change
Change in
Stake
MWM
201
Modern Wealth Management
Kansas
$355K -$35.4K -3,107 -9%
BIG
202
Brooklyn Investment Group
New York
$349K -$3.65K -320 -1%
NW
203
Naviter Wealth
Arkansas
$349K +$30.1K +2,636 +10%
CFO
204
Callan Family Office
Pennsylvania
$345K -$208K -18,246 -38%
CSIC
205
Clifford Swan Investment Counsel
California
$341K -$119K -10,436 -26%
S
206
SimplyRich
California
$340K -$855 -75 -0.3%
BAM
207
Belpointe Asset Management
Nevada
$338K +$200K +17,520 +151%
AFG
208
Atomi Financial Group
New York
$336K +$41.8K +3,664 +14%
HPM
209
Hudson Portfolio Management
New York
$335K -$12.5K -1,100 -4%
AF
210
Allworth Financial
California
$333K -$5.59K -490 -2%
JWCA
211
J.W. Cole Advisors
Florida
$333K +$5.91K +518 +2%
BRWA
212
B. Riley Wealth Advisors
Florida
$314K -$17.1K -1,498 -5%
RhumbLine Advisers
213
RhumbLine Advisers
Massachusetts
$313K +$4.93K +432 +2%
HAG
214
HighPoint Advisor Group
Illinois
$307K +$35.9K +3,146 +13%
1WA
215
180 Wealth Advisors
Washington
$302K -$102K -8,936 -26%
GCIA
216
Gabelli & Co Investment Advisers
New York
$302K -$62.7K -5,500 -17%
CB
217
Commerce Bank
Missouri
$300K -$3.13K -274 -1%
CTC
218
Cetera Trust Company
Minnesota
$300K
William Blair & Company
219
William Blair & Company
Illinois
$299K +$34.5K +3,023 +13%
Walleye Capital
220
Walleye Capital
New York
$298K -$1.12M -97,977 -79%
IRC
221
Investors Research Corp
Georgia
$297K
AWM
222
Ariadne Wealth Management
California
$293K -$8.18K -717 -3%
PFSC
223
Peoples Financial Services Corp
Pennsylvania
$292K -$582 -51 -0.2%
KCM
224
Kathmere Capital Management
Pennsylvania
$284K +$22.5K +1,971 +9%
SG Americas Securities
225
SG Americas Securities
New York
$278K +$274K +23,993 New