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Name Holding Trade Value Shares
Change
Change in
Stake
SFS
351
Sowell Financial Services
Arkansas
$366K +$8.62K +162 +3%
KFA
352
Kelleher Financial Advisors
New York
$365K
CCM
353
Coldstream Capital Management
Washington
$360K +$24.1K +452 +8%
KPWS
354
Kestra Private Wealth Services
Texas
$359K -$38.7K -728 -10%
IB
355
Intrust Bank
Kansas
$358K +$61K +1,146 +22%
Simplex Trading
356
Simplex Trading
Illinois
$358K -$1.18M -22,268 -78%
FMP
357
Financial Management Professionals
Texas
$358K +$9.84K +185 +3%
GAM
358
Gotham Asset Management
New York
$354K +$16.2K +304 +5%
SCM
359
Shelton Capital Management
Colorado
$351K
PCIA
360
Prime Capital Investment Advisors
Kansas
$343K +$33.2K +624 +11%
ATIA
361
American Trust Investment Advisors
New Hampshire
$339K
TC
362
Touchstone Capital
Pennsylvania
$334K +$319K +5,997 New
CMMS
363
Comprehensive Money Management Services
Florida
$331K
BA
364
Bridgewater Advisors
New York
$326K +$50.1K +942 +19%
CLA
365
Carnegie Lake Advisors
New Jersey
$323K +$16K +300 +5%
EFS
366
Essex Financial Services
Connecticut
$321K +$3.46K +65 +1%
SL
367
Summitry LLC
California
$320K +$4.68K +88 +2%
Envestnet Portfolio Solutions
368
Envestnet Portfolio Solutions
Illinois
$317K +$1.7K +32 +0.6%
HWM
369
HB Wealth Management
Georgia
$314K +$300K +5,637 New
AWM
370
Aprio Wealth Management
Georgia
$314K +$300K +5,637 New
DA
371
Denali Advisors
California
$313K -$167K -3,147 -36%
RWMG
372
Redwood Wealth Management Group
New Jersey
$303K +$106 +2 +0%
MGWM
373
Marks Group Wealth Management
Minnesota
$297K -$958 -18 -0.3%
MWM
374
Mindset Wealth Management
Indiana
$295K +$4.79K +90 +2%
TCM
375
TT Capital Management
California
$294K -$18.6K -350 -6%