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