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Name Holding Trade Value Shares
Change
Change in
Stake
IAIM
926
International Assets Investment Management
Florida
$222K -$54.8M -214,443 -100%
BRWA
927
B. Riley Wealth Advisors
Florida
$221K -$147K -575 -40%
BBA
928
Baader Bank Aktiengesellschaft
Germany
$219K -$45.7K -179 -17%
WFI
929
West Family Investments
California
$218K -$4.85K -19 -2%
BCA
930
Bay Colony Advisors
Massachusetts
$217K +$215K +840 New
GWMR
931
GC Wealth Management RIA
Massachusetts
$215K -$13.5K -53 -6%
AC
932
ASB Consultores
Florida
$214K +$212K +831 New
ANBT
933
American National Bank & Trust
Texas
$212K
LAM
934
L2 Asset Management
Massachusetts
$209K -$3.83K -15 -2%
Empower Advisory Group
935
Empower Advisory Group
Colorado
$209K -$186K -727 -47%
SHF
936
Safe Harbor Fiduciary
Florida
$208K
OF
937
Optimize Financial
California
$208K +$206K +806 New
KWM
938
Kolinsky Wealth Management
New Jersey
$207K -$11K -43 -5%
SW
939
SkyOak Wealth
Michigan
$206K +$204K +800 New
FCM
940
Fourpath Capital Management
Oklahoma
$206K +$28.9K +113 +16%
DF
941
Define Financial
California
$202K +$200K +783 New
MAG
942
M3 Advisory Group
Massachusetts
$201K +$199K +778 New
BWP
943
BSW Wealth Partners
Colorado
$200K +$198K +776 New
SC
944
Stance Capital
Massachusetts
$194K +$192K +753 New
ST
945
Smithfield Trust
Pennsylvania
$194K +$21.5K +84 +12%
APW
946
Aventura Private Wealth
Florida
$184K +$183K +715 New
ASN
947
Advisory Services Network
Georgia
$181K +$38.8K +152 +28%
C
948
Covestor
United Kingdom
$181K +$7.41K +29 +4%
WWM
949
Wolff Wiese Magana
California
$171K -$18.6K -73 -10%
GWSG
950
GPS Wealth Strategies Group
Colorado
$161K -$154K -601 -49%