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Name Holding Trade Value Shares
Change
Change in
Stake
CWS
426
Confluence Wealth Services
Pennsylvania
$682K +$553K +12,608 +216%
TYCC
427
Texas Yale Capital Corp
Florida
$681K
PCM
428
Permanent Capital Management
Illinois
$681K +$132 +3 +0%
CA
429
Clearstead Advisors
Ohio
$680K -$532K -12,115 -40%
S
430
SharpePoint
Arizona
$679K -$1.8M -40,950 -69%
SC
431
Sapient Capital
Indiana
$673K
CCA
432
Checchi Capital Advisers
California
$671K -$2.85K -65 -0.4%
FFL
433
Future Fund LLC
Illinois
$671K -$209K -4,768 -21%
RIA
434
Regal Investment Advisors
Michigan
$666K -$11.1K -253 -1%
RS
435
R Squared
Hong Kong
$665K -$5.31K -121 -0.7%
PA
436
Profund Advisors
Maryland
$660K -$22.6K -515 -3%
Bank Julius Baer & Co
437
Bank Julius Baer & Co
Switzerland
$653K -$57.7K -1,316 -7%
FIA
438
Foundations Investment Advisors
Arizona
$640K +$125K +2,851 +20%
EC
439
EntryPoint Capital
New York
$629K +$397K +9,042 +113%
NP
440
Nilsine Partners
Colorado
$627K -$88.5K -2,016 -11%
CC
441
Courier Capital
New York
$625K +$1.1K +25 +0.1%
PWM
442
Partners Wealth Management
California
$624K -$1.1K -25 -0.1%
NSIM
443
North Star Investment Management
Illinois
$623K -$9.48K -216 -1%
LBWM
444
Left Brain Wealth Management
Illinois
$619K
SMWM
445
Silvia McColl Wealth Management
California
$616K
SF
446
Summit Financial
New Jersey
$614K +$50.7K +1,156 +7%
AIP
447
ARS Investment Partners
New York
$613K
MA
448
MONECO Advisors
Connecticut
$611K +$54.7K +1,247 +8%
MFIM
449
Mesirow Financial Investment Management
Illinois
$607K -$5.7K -130 -0.8%
CAI
450
Capital Advisors Inc
Oklahoma
$606K -$16.4K -374 -2%