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Name Holding Trade Value Shares
Change
Change in
Stake
GIM
751
Grassi Investment Management
California
$279K +$278K +350 New
CWM
752
Centric Wealth Management
Illinois
$278K -$29.4K -37 -10%
KNW
753
Kesler Norman & Wride
Utah
$278K +$3.97K +5 +1%
MKA
754
M. Kulyk & Associates
Georgia
$277K +$276K +348 New
SFG
755
Synergy Financial Group
California
$276K +$276K +347 New
AC
756
Apella Capital
Connecticut
$272K
QTM
757
qPULA Trading Management
New York
$271K -$1.17M -1,468 -81%
AAM
758
Aureus Asset Management
Massachusetts
$271K
AC
759
Avestar Capital
New York
$271K +$4.77K +6 +2%
SC
760
Savant Capital
Illinois
$270K +$23.8K +30 +10%
CAAS
761
Capital Asset Advisory Services
Michigan
$269K -$91.4K -115 -25%
EGM
762
Engineers Gate Manager
New York
$268K -$458K -576 -63%
JWM
763
Jupiter Wealth Management
Colorado
$268K
ISWM
764
Independent Solutions Wealth Management
New York
$268K +$47.7K +60 +22%
CA
765
Calton & Associates
Florida
$266K +$15.9K +20 +6%
GIA
766
Gladstone Institutional Advisory
Florida
$263K -$1.44M -1,810 -85%
TCBWMS
767
Texas Capital Bank Wealth Management Services
Texas
$260K
SGK
768
Steigerwald Gordon & Koch
Virginia
$260K +$10.3K +13 +4%
MSAM
769
Moloney Securities Asset Management
Missouri
$259K +$258K +325 New
ZIM
770
Zacks Investment Management
Illinois
$253K -$70.7K -89 -22%
HWAM
771
Hennion & Walsh Asset Management
New Jersey
$252K -$29.4K -37 -10%
RWP
772
Revolve Wealth Partners
New Jersey
$252K +$251K +316 New
JF
773
Jump Financial
Illinois
$252K +$252K +317 New
DWM
774
Dakota Wealth Management
Florida
$251K -$489K -616 -66%
SHFA
775
SC&H Financial Advisors
Maryland
$251K +$251K +316 New