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Name Holding Trade Value Shares
Change
Change in
Stake
JIC
651
Joel Isaacson & Co
New York
$239K +$217K +1,422 New
AF
652
Allworth Financial
California
$238K +$17.6K +115 +9%
ACS
653
Archford Capital Strategies
Illinois
$234K +$7.64K +50 +4%
Capstone Investment Advisors
654
Capstone Investment Advisors
New York
$231K +$210K +1,375 New
NIM
655
Northeast Investment Management
Massachusetts
$229K +$6.11K +40 +3%
CHJWM
656
Carlton Hofferkamp & Jenks Wealth Management
Texas
$229K +$175K +1,144 New
KMWM
657
Keudell/Morrison Wealth Management
Oregon
$229K +$208K +1,364 New
SF
658
Synovus Financial
Georgia
$228K +$206K +1,351 New
AA
659
ALPS Advisors
Colorado
$228K +$208K +1,360 New
SPWG
660
Sage Private Wealth Group
Illinois
$227K -$1.83K -12 -0.9%
OIA
661
OneDigital Investment Advisors
Kansas
$227K +$207K +1,356 New
BBW
662
Blue Barn Wealth
Utah
$225K +$205K +1,339 New
JSL
663
JT Stratford LLC
Georgia
$225K +$205K +1,340 New
GP
664
Greenline Partners
New York
$224K +$204K +1,337 New
SFA
665
Sequoia Financial Advisors
Ohio
$223K +$203K +1,327 New
SWM
666
Salvus Wealth Management
New Jersey
$222K +$202K +1,321 New
LWAC
667
Laurel Wealth Advisors (California)
California
$222K +$202K +1,323 New
SCA
668
Snowden Capital Advisors
New York
$221K +$202K +1,320 New
MIH
669
Meitav Investment House
Israel
$221K -$1.21M -7,952 -86%
MMA
670
Miracle Mile Advisors
California
$221K +$201K +1,318 New
MYAM
671
Meiji Yasuda Asset Management
Japan
$220K +$200K +1,310 New
GSC
672
Ground Swell Capital
South Carolina
$220K +$201K +1,313 New
IFG
673
Investors Financial Group
Minnesota
$219K +$200K +1,308 New
WSFS
674
Wilmington Savings Fund Society
Delaware
$219K +$200K +1,309 New
CA
675
Centerpoint Advisors
Massachusetts
$216K