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Name Holding Trade Value Shares
Change
Change in
Stake
HSA
601
HBK Sorce Advisory
Pennsylvania
$435K -$72.5K -282 -13%
WSCM
602
Wellington Shields Capital Management
New York
$433K
TMAM
603
Tokio Marine Asset Management
Japan
$433K +$68.7K +267 +17%
MWM
604
Mission Wealth Management
California
$431K +$462K +1,796 New
AAS
605
Ameritas Advisory Services
Nebraska
$430K +$461K +1,791 New
TC
606
TwinBeech Capital
New York
$427K +$458K +1,781 New
CCP
607
Corient Capital Partners
California
$421K -$200K -776 -31%
CPC
608
Congress Park Capital
New York
$420K +$193K +750 +75%
WI
609
Wahed Invest
New York
$420K +$450K +1,750 New
CWP
610
Capital Wealth Planning
Florida
$416K
RC
611
Rovin Capital
Arizona
$415K +$445K +1,731 New
GWM
612
Geneos Wealth Management
Colorado
$410K +$29.3K +114 +7%
HFG
613
Heron Financial Group
New York
$406K -$12.3K -48 -3%
HIM
614
Hillsdale Investment Management
Ontario, Canada
$406K
BTWM
615
Baker Tilly Wealth Management
Wisconsin
$405K -$243K -944 -36%
MPPW
616
Mitchell & Pahl Private Wealth
Oklahoma
$405K -$93.1K -362 -18%
TSS
617
Two Sigma Securities
New York
$405K +$434K +1,689 New
NL
618
NWAM LLC
Washington
$405K +$435K +1,690 New
IWP
619
Icon Wealth Partners
Texas
$399K -$24.7K -96 -5%
HWAM
620
Hennion & Walsh Asset Management
New Jersey
$398K -$119K -462 -22%
IAP
621
Indie Asset Partners
Indiana
$397K +$12.9K +50 +3%
VEA
622
Virtus ETF Advisers
New York
$387K +$124K +481 +43%
RE
623
RBC Europe
United Kingdom
$384K -$222K -862 -35%
CI
624
Conning Inc
Connecticut
$384K -$40.1K -156 -9%
Hotchkis & Wiley Capital Management
625
Hotchkis & Wiley Capital Management
California
$384K