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Name Holding Trade Value Shares
Change
Change in
Stake
SC
676
Searle & Co
Connecticut
$368K – – –
EH
677
Equitable Holdings
New York
$367K -$144K -937 -26%
AA
678
Apriem Advisors
California
$367K -$123K -805 -23%
ZIG
679
Zullo Investment Group
Pennsylvania
$367K +$49.5K +323 +14%
PFGIA
680
Patriot Financial Group Insurance Agency
Massachusetts
$366K -$78.3K -511 -16%
RIA
681
Realta Investment Advisors
Delaware
$365K +$77.7K +507 +24%
FCM
682
Fourpath Capital Management
Oklahoma
$365K +$403K +2,628 New
IA
683
IndexIQ Advisors
New York
$364K +$14.7K +96 +4%
JG
684
Jefferies Group
New York
$361K -$904K -5,902 -69%
SCM
685
Schnieders Capital Management
California
$361K -$6.74K -44 -2%
BWP
686
Baldwin Wealth Partners
Massachusetts
$361K – – –
APP
687
Alpha Paradigm Partners
Illinois
$359K -$196K -1,282 -33%
ACS
688
Archford Capital Strategies
Illinois
$359K +$30.5K +199 +9%
MYIA
689
Mount Yale Investment Advisors
Colorado
$358K +$19K +124 +5%
MCM
690
MAI Capital Management
Ohio
$356K -$20.4K -133 -5%
Cerity Partners
691
Cerity Partners
New York
$356K +$93.2K +608 +31%
LFA
692
Legacy Financial Advisors
Kentucky
$356K +$147K +961 +60%
BAM
693
Belpointe Asset Management
Nevada
$355K -$18.7K -122 -5%
BP
694
Ballentine Partners
Massachusetts
$352K +$39.8K +260 +11%
SW
695
SVB Wealth
Massachusetts
$352K +$387K +2,528 New
WG
696
Welch Group
Alabama
$351K – – –
CC
697
Cadinha & Co
Hawaii
$348K – – –
BL
698
Balentine LLC
Georgia
$347K -$26.2K -171 -6%
FF
699
FourThought Financial
Florida
$347K -$3.22K -21 -0.8%
ACA
700
Affinity Capital Advisors
California
$346K -$36.2K -236 -9%