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Name Holding Trade Value Shares
Change
Change in
Stake
CIA
526
Caerus Investment Advisors
Texas
$428K -$22.6K -239 -5%
WWM
527
Whalen Wealth Management
Nevada
$427K -$97.5K -1,031 -17%
GWMR
528
GC Wealth Management RIA
Massachusetts
$426K +$466K +4,933 New
RFM
529
Royal Fund Management
Florida
$423K +$463K +4,900 New
TCM
530
Timbuktu Capital Management
Massachusetts
$423K +$463K +4,900 New
Blackstone Inc
531
Blackstone Inc
New York
$420K +$460K +4,863 New
S
532
SignatureFD
Georgia
$416K +$66.6K +704 +17%
NW
533
NewEdge Wealth
Pennsylvania
$416K +$455K +4,818 New
UCFA
534
United Capital Financial Advisors
Texas
$412K +$14.9K +158 +3%
LA
535
LVW Advisors
New York
$411K +$148K +1,561 +49%
SFC
536
SYM Financial Corp
Indiana
$407K +$15.7K +166 +4%
YCM
537
Yousif Capital Management
Michigan
$405K -$7K -74 -2%
AI
538
Atria Investments
North Carolina
$403K +$109K +1,158 +33%
PI
539
PFG Investments
New York
$401K +$169K +1,784 +62%
VWM
540
Venturi Wealth Management
Texas
$400K +$45.8K +484 +12%
KAM
541
Knightsbridge Asset Management
California
$385K -$65.8K -696 -14%
AWM
542
Avondale Wealth Management
Texas
$384K +$61.4K +650 +17%
P
543
&Partners
Tennessee
$382K -$10.4K -110 -3%
SOS
544
Silver Oak Securities
Tennessee
$379K -$9.45K -100 -2%
AFGAS
545
Allegiance Financial Group Advisory Services
Virginia
$377K +$23.2K +245 +6%
AA
546
Ahara Advisors
New Jersey
$375K +$6.52K +69 +2%
MIM
547
MetLife Investment Management
New Jersey
$374K -$2.65K -28 -0.6%
WFI
548
West Family Investments
California
$371K +$407K +4,301 New
BCM
549
Bayesian Capital Management
New York
$371K +$406K +4,300 New
WHG
550
Westwood Holdings Group
Texas
$370K +$405K +4,289 New