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Name Holding Trade Value Shares
Change
Change in
Stake
WS
751
Wedbush Securities
California
$390K +$5.95K +25 +2%
CRC
752
Curi RMB Capital
Illinois
$390K -$4.05K -17 -1%
MIH
753
Meitav Investment House
Israel
$387K +$8.57K +36 +3%
CGIM
754
Cannon Global Investment Management
Florida
$386K +$333K +1,400 New
CIS
755
Custom Index Systems
New York
$373K +$322K +1,351 New
PTC
756
Petrus Trust Company
Texas
$371K -$26.4K -111 -8%
GWSG
757
GPS Wealth Strategies Group
Colorado
$371K +$96.4K +405 +43%
AP
758
Americana Partners
Texas
$369K -$158K -662 -33%
IFG
759
Independent Financial Group
California
$369K +$4.05K +17 +1%
CA
760
Clearstead Advisors
Ohio
$369K -$337K -1,415 -51%
SCA
761
Stillwater Capital Advisors
Pennsylvania
$366K
FW
762
FirstPurpose Wealth
Utah
$365K +$14.3K +60 +5%
OTL
763
Oak Thistle LLC
New York
$361K -$765K -3,214 -71%
SFG
764
Synergy Financial Group
California
$361K -$5.24K -22 -2%
ACS
765
Archford Capital Strategies
Illinois
$360K -$538K -2,259 -63%
EA
766
Everpar Advisors
Oklahoma
$359K +$309K +1,299 New
PL
767
Perpetual Ltd
Australia
$356K +$307K +1,291 New
IAA
768
Independent Advisor Alliance
North Carolina
$354K +$4.76K +20 +2%
AGWCA
769
Annis Gardner Whiting Capital Advisors
Florida
$352K +$29.8K +125 +11%
CPIG
770
Chicago Partners Investment Group
Illinois
$348K -$28.6K -120 -9%
DADC
771
D.A. Davidson & Co
Montana
$343K +$10K +42 +4%
TA
772
TKG Advisors
Indiana
$342K
RWPA
773
Richard W. Paul & Associates
Michigan
$337K -$4.76K -20 -2%
DWM
774
Dakota Wealth Management
Florida
$335K +$44K +185 +18%
1WA
775
180 Wealth Advisors
Washington
$335K