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Name Holding Trade Value Shares
Change
Change in
Stake
NSIM
701
North Star Investment Management
Illinois
$450K
GVAG
702
Great Valley Advisor Group
Delaware
$450K +$200K +605 +77%
PA
703
Pinnacle Associates
New York
$450K +$200K +603 +77%
SWM
704
SeaCrest Wealth Management
New York
$447K -$15.9K -48 -3%
WFI
705
West Family Investments
California
$446K -$8.27K -25 -2%
WP
706
WealthSource Partners
California
$442K +$2.32K +7 +0.5%
AWE
707
Avidian Wealth Enterprises
Texas
$438K -$662 -2 -0.1%
LCGC
708
Legacy Capital Group California
California
$438K +$2.32K +7 +0.5%
SCA
709
Sandy Cove Advisors
Massachusetts
$433K +$22.5K +68 +5%
NOI
710
Newton One Investments
Delaware
$433K
Wolverine Trading
711
Wolverine Trading
Illinois
$430K +$439K +1,327 New
AFO
712
Arrowroot Family Office
California
$429K
LJAC
713
L.J. Altfest & Co
New York
$429K
GA
714
Geller Advisors
New York
$426K +$18.9K +57 +5%
EH
715
Equitable Holdings
New York
$422K -$55.3K -167 -11%
FAIM
716
Financial Advocates Investment Management
Washington
$422K +$15.2K +46 +4%
WSTAM
717
Wilbanks Smith & Thomas Asset Management
Virginia
$420K +$13.9K +42 +3%
DMBA
718
Deseret Mutual Benefit Administrators
Utah
$420K +$23.5K +71 +6%
IB
719
Intrust Bank
Kansas
$416K -$9.93K -30 -2%
HI
720
Horizon Investments
North Carolina
$413K -$42K -127 -9%
FNBOH
721
First National Bank of Hutchinson
Kansas
$413K +$5.29K +16 +1%
NDSI
722
Newman Dignan & Sheerar Inc
Rhode Island
$412K +$331 +1 +0.1%
GCM
723
Gladius Capital Management
Illinois
$411K -$134K -406 -24%
AP
724
Americana Partners
Texas
$411K +$2.32K +7 +0.6%
RFN
725
RDA Financial Network
Iowa
$406K