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Name Holding Trade Value Shares
Change
Change in
Stake
RS
551
R Squared
Hong Kong
$273K +$287K +2,309 New
EWA
552
EverSource Wealth Advisors
Alabama
$271K -$7.97K -64 -3%
PCP
553
Proficio Capital Partners
Massachusetts
$269K +$284K +2,278 New
PWA
554
Phoenix Wealth Advisors
North Carolina
$269K -$4.11K -33 -1%
SPC
555
Sigma Planning Corp
Michigan
$268K +$283K +2,270 New
SFG
556
Stonebridge Financial Group
California
$268K +$283K +2,270 New
QCM
557
QRG Capital Management
Illinois
$266K +$57.1K +459 +26%
BBA
558
Baader Bank Aktiengesellschaft
Germany
$266K +$280K +2,250 New
MWM
559
Meridian Wealth Management
Kentucky
$263K +$277K +2,226 New
RP
560
Regal Partners
Australia
$261K +$275K +2,205 New
FDP
561
Financiere des Professionnels
Quebec, Canada
$261K +$274K +2,204 New
SC
562
Syon Capital
California
$260K -$7.1K -57 -3%
MPWS
563
McCarter Private Wealth Services
Massachusetts
$260K -$19.9K -160 -7%
TCIIS
564
TIAA-CREF Individual & Institutional Services
New York
$259K -$11.3K -91 -4%
IIM
565
Ipswich Investment Management
Massachusetts
$256K
HCM
566
Howland Capital Management
Massachusetts
$254K
AT
567
American Trust
Kentucky
$251K -$24.8K -199 -9%
PF
568
Phoenix Financial
Israel
$250K +$264K +2,118 New
VF
569
Virtu Financial
New York
$246K +$259K +2,079 New
PA
570
Parallel Advisors
California
$245K -$15.8K -127 -6%
TCM
571
Timbuktu Capital Management
Massachusetts
$244K +$257K +2,065 New
JTWM
572
Jackson Thornton Wealth Management
Alabama
$244K +$257K +2,062 New
LFA
573
Legacy Financial Advisors
Kentucky
$243K +$8.71K +70 +4%
FFA
574
Farther Finance Advisors
California
$243K -$159K -1,274 -38%
KAS
575
KPP Advisory Services
Kentucky
$239K