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Name Holding Trade Value Shares
Change
Change in
Stake
HSA
701
HBK Sorce Advisory
Pennsylvania
$207K -$34.6K -69 -12%
GA
702
Geller Advisors
New York
$207K – – –
PFS
703
Prospera Financial Services
Texas
$207K +$172K +344 +223%
Lazard Asset Management
704
Lazard Asset Management
New York
$206K -$605K -1,207 -71%
TCM
705
Telos Capital Management
California
$205K – – –
VFA
706
Valeo Financial Advisors
Indiana
$204K -$15.5K -31 -6%
FFA
707
First Foundation Advisors
California
$204K +$24.6K +49 +11%
AC
708
ASB Consultores
Florida
$202K – – –
MCC
709
Money Concepts Capital
Florida
$201K +$56.6K +113 +30%
CW
710
CreativeOne Wealth
Kansas
$200K -$489K -977 -67%
ACA
711
Atlas Capital Advisors
Wyoming
$196K -$36.1K -72 -13%
KOCAA
712
Knights of Columbus Asset Advisors
Connecticut
$196K +$14K +28 +6%
WTA
713
Washington Trust Advisors
Massachusetts
$195K -$24K -48 -9%
First Manhattan
714
First Manhattan
New York
$191K +$155K +310 +204%
PPWM
715
PFG Private Wealth Management
Florida
$186K +$223K +445 +22,250%
PWMG
716
Prestige Wealth Management Group
New Jersey
$172K +$199K +398 +2,488%
AP
717
Arlington Partners
Alabama
$162K – – –
BWP
718
Baldwin Wealth Partners
Massachusetts
$160K – – –
ST
719
Smithfield Trust
Pennsylvania
$152K -$9.02K -18 -5%
Credit Agricole
720
Credit Agricole
France
$150K – – –
GTAM
721
Global Trust Asset Management
Florida
$143K +$4.01K +8 +2%
AIM
722
Anchor Investment Management
South Carolina
$142K +$70.1K +140 +70%
JFA
723
JNBA Financial Advisors
Minnesota
$131K -$8.02K -16 -5%
IPAM
724
ICICI Prudential Asset Management
India
$131K +$30.6K +61 +24%
TSWM
725
Tyler-Stone Wealth Management
Ohio
$128K – – –