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Name Holding Trade Value Shares
Change
Change in
Stake
SIAS
1376
Shine Investment Advisory Services
Colorado
$346K +$13.9K +74 +5%
CCM
1377
Coldstream Capital Management
Washington
$343K -$1.5K -8 -0.5%
TI
1378
tru Independence
Oregon
$343K +$331K +1,764 New
TC
1379
TownSquare Capital
Utah
$341K -$841K -4,480 -74%
AIM
1380
ARGA Investment Management
Connecticut
$341K -$747K -3,981 -71%
CCA
1381
Clearwater Capital Advisors
Illinois
$341K -$184K -980 -38%
RA
1382
RFG Advisory
Alabama
$341K -$39K -208 -11%
EB
1383
Eastern Bank
Massachusetts
$341K +$20.6K +110 +7%
LWM
1384
Lenox Wealth Management
Ohio
$341K +$241K +1,286 +402%
CIAS
1385
Capital Investment Advisory Services
North Carolina
$339K -$25K -133 -8%
ASA
1386
Armstrong Shaw Associates
Connecticut
$339K
MWM
1387
Meridian Wealth Management
Kentucky
$338K -$12.9K -69 -4%
AFM
1388
Andesa Financial Management
Pennsylvania
$338K -$3.56K -19 -1%
AssetMark Inc
1389
AssetMark Inc
California
$337K -$112K -595 -27%
Walleye Capital
1390
Walleye Capital
New York
$337K +$186K +990 +165%
CG
1391
CFO4Life Group
Texas
$336K +$10.7K +57 +4%
WCM
1392
Washburn Capital Management
Florida
$335K +$296K +1,580 New
CAG
1393
Crestwood Advisors Group
Massachusetts
$333K +$64.5K +344 +28%
SWP
1394
Strategic Wealth Partners
Ohio
$332K -$194K -1,033 -40%
DY
1395
Dowling & Yahnke
California
$327K -$29.6K -158 -9%
GBBWRPM
1396
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$327K +$51.6K +275 +22%
PIA
1397
Pinion Investment Advisors
Kansas
$327K +$290K +1,543 New
CWM
1398
Centric Wealth Management
Illinois
$326K -$3.56K -19 -1%
FA
1399
FCG Advisors
New Jersey
$326K
FWM
1400
Frontier Wealth Management
Missouri
$325K -$2.15M -11,481 -88%