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Name Holding Trade Value Shares
Change
Change in
Stake
AA
676
Apriem Advisors
California
$367K -$123K -805 -23%
ZIG
677
Zullo Investment Group
Pennsylvania
$367K +$49.5K +323 +14%
PFGIA
678
Patriot Financial Group Insurance Agency
Massachusetts
$366K -$78.3K -511 -16%
RIA
679
Realta Investment Advisors
Delaware
$365K +$77.7K +507 +24%
FCM
680
Fourpath Capital Management
Oklahoma
$365K +$403K +2,628 New
IA
681
IndexIQ Advisors
New York
$364K +$14.7K +96 +4%
JG
682
Jefferies Group
New York
$361K -$904K -5,902 -69%
SCM
683
Schnieders Capital Management
California
$361K -$6.74K -44 -2%
BWP
684
Baldwin Wealth Partners
Massachusetts
$361K
APP
685
Alpha Paradigm Partners
Illinois
$359K -$196K -1,282 -33%
ACS
686
Archford Capital Strategies
Illinois
$359K +$30.5K +199 +9%
MYIA
687
Mount Yale Investment Advisors
Colorado
$358K +$19K +124 +5%
MCM
688
MAI Capital Management
Ohio
$356K -$20.4K -133 -5%
Cerity Partners
689
Cerity Partners
New York
$356K +$93.2K +608 +31%
LFA
690
Legacy Financial Advisors
Kentucky
$356K +$147K +961 +60%
BAM
691
Belpointe Asset Management
Nevada
$355K -$18.7K -122 -5%
BP
692
Ballentine Partners
Massachusetts
$352K +$39.8K +260 +11%
SW
693
SVB Wealth
Massachusetts
$352K +$387K +2,528 New
WG
694
Welch Group
Alabama
$351K
CC
695
Cadinha & Co
Hawaii
$348K
BL
696
Balentine LLC
Georgia
$347K -$26.2K -171 -6%
FF
697
FourThought Financial
Florida
$347K -$3.22K -21 -0.8%
ACA
698
Affinity Capital Advisors
California
$346K -$36.2K -236 -9%
CFG
699
Citizens Financial Group
Rhode Island
$346K +$766 +5 +0.2%
HPC
700
HM Payson & Co
Maine
$346K +$91.9K +600 +32%