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Name Holding Trade Value Shares
Change
Change in
Stake
SWA
651
SOA Wealth Advisors
New York
$269K +$29.8K +125 +13%
AWS
652
AJ Wealth Strategies
New York
$267K – – –
1WA
653
180 Wealth Advisors
Washington
$266K – – –
Lido Advisors
654
Lido Advisors
California
$265K -$7.86K -33 -3%
ASGS
655
Alpha Square Group S
New York
$263K – – –
EWA
656
Evolution Wealth Advisors
Florida
$257K -$31.5K -132 -11%
HNB
657
Huntington National Bank
Ohio
$257K -$7.39K -31 -3%
JCM
658
Jag Capital Management
Missouri
$257K +$2.15K +9 +0.9%
BFM
659
Boothbay Fund Management
New York
$256K -$823K -3,452 -76%
UB
660
UMB Bank
Missouri
$256K -$32.2K -135 -11%
BO
661
BRR OpCo
Ohio
$251K – – –
VF
662
Virtu Financial
New York
$250K +$248K +1,042 New
GDP
663
Great Diamond Partners
Maine
$248K -$15.5K -65 -6%
BAM
664
Bayshore Asset Management
Florida
$243K – – –
GPA
665
Guerra Pan Advisors
New Jersey
$242K – – –
MA
666
MYDA Advisors
New York
$239K -$1.67M -7,000 -88%
FCI
667
Financial Counselors Inc
Kansas
$239K -$18.1K -76 -7%
HKIMG
668
Hutchens & Kramer Investment Management Group
Indiana
$239K -$1.43K -6 -0.6%
GWM
669
GSB Wealth Management
Connecticut
$239K – – –
OR
670
Olympiad Research
Connecticut
$238K -$20.7K -87 -8%
DDPIC
671
Deroy & Devereaux Private Investment Counsel
Michigan
$238K – – –
EW
672
Evoke Wealth
California
$236K -$32.4K -136 -12%
VFA
673
Valeo Financial Advisors
Indiana
$236K +$6.91K +29 +3%
TPA
674
Trivium Point Advisory
Connecticut
$236K +$24.8K +104 +11%
FC
675
Financial Consulate
Maryland
$233K – – –