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Name Holding Trade Value Shares
Change 		Change in
Stake
IA
426
IFP Advisors
Florida
$511K +$278K +2,290 +211%
BNA
427
BankChampaign National Association
Illinois
$510K +$156K +1,285 +62%
PFGIA
428
Patriot Financial Group Insurance Agency
Massachusetts
$507K +$407K +3,354 New
FRM
429
Fox Run Management
Connecticut
$502K -$329K -2,714 -43%
MWM
430
Meridian Wealth Management
Kentucky
$498K -$6.07K -50 -1%
CAM
431
Costello Asset Management
Pennsylvania
$493K +$4.13K +34 +1%
BTI
432
Blue Trust Inc
Georgia
$493K +$167K +1,379 +73%
AGWCA
433
Annis Gardner Whiting Capital Advisors
Florida
$487K +$1.21K +10 +0.3%
KFP
434
Kerr Financial Planning
California
$481K -$30.3K -250 -9%
PA
435
Parallel Advisors
California
$475K +$133K +1,093 +53%
RSWM
436
Robertson Stephens Wealth Management
California
$463K -$742K -6,115 -67%
UBP
437
Union Bancaire Privee
Switzerland
$458K – – –
FSBI
438
Fearless Solutions (Best Invest)
Texas
$456K -$97.1K -800 -21%
LP
439
LMR Partners
United Kingdom
$454K -$90.8K -748 -20%
WA
440
Wilmar Advisors
Florida
$454K – – –
ASC
441
Atalanta Sosnoff Capital
New York
$451K +$362K +2,980 New
KFS
442
Kaizen Financial Strategies
California
$446K -$12.1K -100 -4%
BWP
443
Balboa Wealth Partners
Arizona
$442K +$2.06K +17 +0.6%
MMA
444
Mizuho Markets Americas
New York
$434K +$348K +2,866 New
MTIM
445
Marathon Trading Investment Management
Pennsylvania
$432K -$1.84M -15,144 -84%
HIIFS
446
Harel Insurance Investments & Financial Services
Israel
$431K +$346K +2,850 New
FIA
447
FNY Investment Advisers
New York
$431K +$346K +2,855 New
EFS
448
Essex Financial Services
Connecticut
$430K -$15.3K -126 -4%
MWM
449
Meadowbrook Wealth Management
New York
$426K +$342K +2,815 New
CAM
450
Covenant Asset Management
New Jersey
$424K -$3.7M -30,498 -92%
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