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Name Holding Trade Value Shares
Change
Change in
Stake
BFG
501
Bleakley Financial Group
New Jersey
$935K -$38.6K -330 -4%
SS
502
Simplicity Solutions
Minnesota
$935K -$263K -2,252 -24%
MCP
503
Mirador Capital Partners
California
$935K +$126K +1,073 +17%
AIM
504
Allen Investment Management
New York
$932K +$166K +1,422 +24%
GWM
505
Geneos Wealth Management
Colorado
$931K +$318K +2,720 +60%
FHA
506
Flagship Harbor Advisors
Massachusetts
$928K +$103K +884 +14%
NC
507
Nightview Capital
Texas
$927K +$767K +6,558 +972%
MCCP
508
Mission Creek Capital Partners
California
$925K +$168K +1,433 +25%
DTL
509
Dynamic Technology Lab
Singapore
$915K -$570K -4,869 -41%
SI
510
Shaker Investments
Ohio
$906K -$759K -6,489 -48%
XT
511
XTX Topco
Cayman Islands
$901K +$476K +4,068 +137%
AT
512
American Trust
Kentucky
$900K -$30.6K -262 -4%
IFG
513
Independent Financial Group
California
$892K -$21.6K -185 -3%
MYLI
514
Meiji Yasuda Life Insurance
Japan
$872K +$97.1K +830 +14%
MVA
515
Mount Vernon Associates
Maryland
$871K +$20.5K +175 +3%
PWP
516
Pursue Wealth Partners
California
$871K -$357K -3,048 -31%
IAIM
517
International Assets Investment Management
Florida
$863K -$17.8K -152 -2%
WS
518
Wedbush Securities
California
$857K +$88.3K +755 +13%
Thrivent Financial for Lutherans
519
Thrivent Financial for Lutherans
Minnesota
$855K +$177K +1,509 +29%
SFA
520
Sequoia Financial Advisors
Ohio
$835K +$481K +4,112 +171%
KJHP
521
K.J. Harrison & Partners
Ontario, Canada
$830K +$760K +6,500 New
USCWA
522
U.S. Capital Wealth Advisors
Texas
$814K -$96.1K -822 -11%
XWM
523
Xcel Wealth Management
Florida
$814K -$4.09K -35 -0.5%
WAG
524
Wallace Advisory Group
California
$811K
DIA
525
Dana Investment Advisors
Wisconsin
$807K +$30.4K +260 +4%