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Name Holding Trade Value Shares
Change
Change in
Stake
AM
601
AGF Management
Ontario, Canada
$533K +$399K +1,502 New
CI
602
Clal Insurance
Israel
$532K +$399K +1,500 New
CPWL
603
Coquina Private Wealth LLC
Florida
$532K – – –
SOAMC
604
Spirit of America Management Corp
New York
$532K +$53.2K +200 +15%
HCS
605
Himension Capital (Singapore)
Singapore
$532K +$399K +1,500 New
BCM
606
Brookstone Capital Management
Illinois
$531K +$16.2K +61 +4%
IAN
607
Integrated Advisors Network
Texas
$531K -$121K -454 -23%
FRM
608
Fox Run Management
Connecticut
$520K -$584K -2,196 -60%
AA
609
Ahara Advisors
New Jersey
$520K -$9.31K -35 -2%
KCM
610
KRS Capital Management
Michigan
$513K +$385K +1,447 New
DCM
611
Driehaus Capital Management
Illinois
$508K +$381K +1,433 New
CS
612
Crescent Sterling
Louisiana
$505K -$6.65K -25 -2%
LOWM
613
Laurel Oak Wealth Management
New Jersey
$504K – – –
SP
614
SIH Partners
Delaware
$496K -$213K -801 -36%
RFN
615
RDA Financial Network
Iowa
$496K +$4.25K +16 +1%
FIA
616
Foundations Investment Advisors
Arizona
$491K -$25K -94 -6%
APW
617
Aventura Private Wealth
Florida
$484K +$17K +64 +5%
JGC
618
J. Goldman & Co
New York
$479K +$359K +1,350 New
Kovitz Investment Group Partners
619
Kovitz Investment Group Partners
Illinois
$478K +$359K +1,349 New
EAM
620
Eventide Asset Management
Massachusetts
$476K +$358K +1,345 New
SIS
621
Strategic Investment Solutions
Illinois
$474K +$189K +711 +113%
WWM
622
Western Wealth Management
Colorado
$473K +$355K +1,334 New
Fidelity International
623
Fidelity International
Bermuda
$470K -$635K -2,389 -64%
RWM
624
Ritholtz Wealth Management
New York
$466K +$350K +1,316 New
TCWM
625
Total Clarity Wealth Management
Illinois
$466K +$350K +1,315 New