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Name Holding Trade Value Shares
Change
Change in
Stake
SLAM
401
Swiss Life Asset Management
$317K -$103K -1,542 -24%
PWA
402
Prairie Wealth Advisors
Nebraska
$316K +$322K +4,827 New
AFG
403
Atomi Financial Group
New York
$315K +$322K +4,825 New
Pathstone Holdings
404
Pathstone Holdings
New Jersey
$313K -$170K -2,547 -35%
SFG
405
Synergy Financial Group
California
$313K +$21.9K +329 +7%
IWC
406
Integrated Wealth Concepts
Massachusetts
$313K +$83.1K +1,247 +35%
BFM
407
Boothbay Fund Management
New York
$305K +$75K +1,125 +32%
OAM
408
Oxford Asset Management
United Kingdom
$304K +$310K +4,656 New
HFM
409
Harvest Fund Management
China
$297K +$287K +4,310 +1,850%
SAM
410
SP Asset Management
California
$291K
DF
411
Donoghue Forlines
Massachusetts
$286K +$74.9K +1,124 +35%
WC
412
Weil Company
California
$277K +$4.6K +69 +2%
OTL
413
Oak Thistle LLC
New York
$274K -$324K -4,855 -54%
CAPTRUST Financial Advisors
414
CAPTRUST Financial Advisors
North Carolina
$271K -$151K -2,262 -35%
PTC
415
Petrus Trust Company
Texas
$270K +$23.6K +354 +9%
EM
416
Excalibur Management
Massachusetts
$269K +$5.33K +80 +2%
MFG
417
Merit Financial Group
Georgia
$268K +$289K +4,335 New
LWA
418
Lowe Wealth Advisors
Maryland
$265K -$13.3K -200 -5%
PNC Financial Services Group
419
PNC Financial Services Group
Pennsylvania
$265K -$75.3K -1,129 -22%
ODIJL
420
One Day In July LLC
Vermont
$263K
LFA
421
Legacy Financial Advisors
Kentucky
$261K
PIA
422
Panoramic Investment Advisors
Colorado
$261K
Jacobs Levy Equity Management
423
Jacobs Levy Equity Management
New Jersey
$260K +$265K +3,970 New
AWM
424
Avitas Wealth Management
California
$256K -$2.2K -33 -0.8%
WPC
425
Wedmont Private Capital
Pennsylvania
$253K +$264K +3,968 New