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Name Holding Trade Value Shares
Change
Change in
Stake
KFSC
651
Keystone Financial Services (Colorado)
Colorado
$245K -$4.45K -16 -2%
FCP
652
Fidelis Capital Partners
Florida
$244K +$16.4K +59 +6%
CQWA
653
Chokshi & Queen Wealth Advisors
California
$242K +$9.17K +33 +4%
TRCT
654
Tower Research Capital (TRC)
New York
$237K -$728K -2,619 -74%
HPCM
655
Hunter Perkins Capital Management
Illinois
$235K -$11.7K -42 -4%
ATPW
656
Ashton Thomas Private Wealth
Arizona
$234K +$7.22K +26 +3%
TAM
657
Trust Asset Management
Texas
$233K – – –
LWA
658
LifeGoal Wealth Advisors
New York
$232K +$256K +922 New
EW
659
Elyxium Wealth
California
$231K +$255K +919 New
SWM
660
Stronghold Wealth Management
Florida
$229K +$20.6K +74 +9%
OL
661
Optas LLC
Texas
$228K +$4.45K +16 +2%
VWM
662
Venturi Wealth Management
Texas
$228K +$252K +906 New
MA
663
Montag & Associates
Georgia
$226K – – –
SDIC
664
South Dakota Investment Council
South Dakota
$226K – – –
Cohen & Steers
665
Cohen & Steers
New York
$226K +$44.5K +160 +22%
CAM
666
Claret Asset Management
Quebec, Canada
$225K +$248K +893 New
AI
667
Axecap Investments
Ohio
$223K -$35.8K -129 -13%
EFS
668
Essex Financial Services
Connecticut
$222K +$246K +884 New
1WM
669
1900 Wealth Management
Texas
$221K +$244K +877 New
CIA
670
Capital Investment Advisors
Georgia
$220K -$6.95K -25 -3%
MG
671
Mather Group
Illinois
$216K -$556 -2 -0.2%
AA
672
AlphaCentric Advisors
Puerto Rico
$213K +$12.8K +46 +6%
Capstone Investment Advisors
673
Capstone Investment Advisors
New York
$211K +$233K +840 New
BAM
674
Blueshift Asset Management
New Jersey
$209K +$231K +830 New
ACM
675
Aster Capital Management
United Arab Emirates
$208K -$101K -363 -31%