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Name Holding Trade Value Shares
Change
Change in
Stake
JFA
701
JNBA Financial Advisors
Minnesota
$433K -$56K -185 -13%
LSA
702
Leonteq Securities AG
Switzerland
$432K +$378K +1,247 New
FHA
703
Flagship Harbor Advisors
Massachusetts
$430K -$72.4K -239 -16%
AIA
704
Avalon Investment & Advisory
Texas
$429K +$8.79K +29 +2%
MCM
705
MAI Capital Management
Ohio
$428K -$573K -1,890 -60%
IAMOG
706
Investors Asset Management of Georgia
Georgia
$427K – – –
SCM
707
Southport Capital Management
Tennessee
$427K +$24.2K +80 +7%
VEA
708
Virtus ETF Advisers
New York
$426K -$400K -1,321 -52%
PAS
709
Park Avenue Securities
New York
$426K -$80.9K -267 -18%
TCM
710
Tributary Capital Management
Nebraska
$426K -$15.1K -50 -4%
LIA
711
LS Investment Advisors
Michigan
$425K -$1.02M -3,355 -73%
WPA
712
Winning Points Advisors
Florida
$422K – – –
NGA
713
Naples Global Advisors
Florida
$419K – – –
VFA
714
Valeo Financial Advisors
Indiana
$418K -$14.5K -48 -4%
FSA
715
Fort Sheridan Advisors
Illinois
$416K – – –
AIC
716
Archer Investment Corporation
Indiana
$416K -$303K -1,000 -45%
FFN
717
Focus Financial Network
Minnesota
$416K -$5.45K -18 -1%
WJWM
718
Williams Jones Wealth Management
New York
$411K -$1.51K -5 -0.4%
GF
719
Gries Financial
Ohio
$411K – – –
LP
720
LGL Partners
Pennsylvania
$407K -$36.4K -120 -9%
FFA
721
Founders Financial Alliance
North Carolina
$407K +$6.67K +22 +2%
SIC
722
Sigma Investment Counselors
Michigan
$405K +$33K +109 +10%
CCM
723
Coldstream Capital Management
Washington
$405K +$86.3K +285 +32%
HAG
724
HighPoint Advisor Group
Illinois
$403K +$8.48K +28 +2%
KA
725
Kercheville Advisors
Texas
$402K -$19.7K -65 -5%