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Name Holding Trade Value Shares
Change
Change in
Stake
PRS
801
Pinkerton Retirement Specialists
Idaho
$889K +$89.9K +284 +12%
GIA
802
Gladstone Institutional Advisory
Florida
$888K -$4.94M -15,614 -85%
DLHL
803
Donald L. Hagan LLC
Florida
$887K +$25K +79 +3%
SFA
804
Sequoia Financial Advisors
Ohio
$886K +$381K +1,204 +82%
CSS
805
Cubist Systematic Strategies
Connecticut
$884K -$17.1M -54,039 -95%
FIM
806
Freedom Investment Management
Connecticut
$883K -$10.8K -34 -1%
PAG
807
Private Advisory Group
Washington
$882K -$40.5K -128 -5%
PL
808
Plancorp LLC
Missouri
$882K +$4.43K +14 +0.5%
MYLI
809
Meiji Yasuda Life Insurance
Japan
$869K +$303K +959 +58%
QCG
810
Quadrant Capital Group
Ohio
$868K +$112K +353 +16%
ISWM
811
Independent Solutions Wealth Management
New York
$867K -$52.5K -166 -6%
PMA
812
Prudent Man Advisors
Illinois
$863K -$5.38K -17 -0.6%
Kovitz Investment Group Partners
813
Kovitz Investment Group Partners
Illinois
$850K +$4.43K +14 +0.5%
CC
814
Cannell & Co
New York
$846K +$3.8K +12 +0.5%
EWM
815
Empirical Wealth Management
Washington
$846K +$20.6K +65 +3%
DI
816
DFPG Investments
Utah
$844K +$864K +2,729 New
ST
817
Somerset Trust
Pennsylvania
$843K -$1.9K -6 -0.2%
PFGIA
818
Patriot Financial Group Insurance Agency
Massachusetts
$842K +$21.5K +68 +3%
Lido Advisors
819
Lido Advisors
California
$838K +$77.8K +246 +11%
PA
820
Parallel Advisors
California
$834K +$178K +562 +29%
4WM
821
44 Wealth Management
Oregon
$834K -$120K -380 -13%
VCA
822
Verdence Capital Advisors
Maryland
$830K +$184K +583 +30%
CAM
823
Cresset Asset Management
Illinois
$830K -$145K -459 -12%
BMC
824
Beaton Management Company
Massachusetts
$829K
SC
825
Shay Capital
New York
$828K -$791K -2,500 -50%