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Name Holding Trade Value Shares
Change
Change in
Stake
CWS
801
Confluence Wealth Services
Pennsylvania
$244K -$48.9K -319 -15%
PFA
802
Pure Financial Advisors
California
$244K
SC
803
Savant Capital
Illinois
$243K +$38.8K +253 +17%
FPCP
804
Fort Point Capital Partners
California
$243K +$268K +1,749 New
ESCM
805
Echo Street Capital Management
New York
$242K -$3.68M -24,018 -93%
CL
806
Choreo LLC
Illinois
$242K
FA
807
FDx Advisors
Illinois
$242K +$34.9K +228 +15%
PAS
808
Park Avenue Securities
New York
$242K +$267K +1,740 New
PA
809
Profund Advisors
Maryland
$241K -$34K -222 -11%
SA
810
SL Advisors
New Jersey
$241K -$5.06K -33 -2%
MOS
811
MGO One Seven
Ohio
$241K +$40.8K +266 +18%
DWM
812
Darwin Wealth Management
Florida
$240K -$42.1K -275 -14%
LFG
813
Larson Financial Group
Missouri
$240K -$5.21K -34 -2%
HWM
814
HB Wealth Management
Georgia
$239K +$82.6K +539 +46%
LB
815
Leo Brokerage
Texas
$239K +$263K +1,719 New
T
816
TNF
Montana
$238K -$34.9K -228 -13%
HBWM
817
Hollow Brook Wealth Management
New York
$238K -$19.2K -125 -7%
CGL
818
Clarius Group LLC
Washington
$237K
PWLP
819
Prio Wealth Limited Partnership
Massachusetts
$237K
LFAS
820
Level Four Advisory Services
Texas
$236K -$118K -767 -31%
WJWM
821
Williams Jones Wealth Management
New York
$235K -$26.1K -170 -9%
LWP
822
Lumature Wealth Partners
Georgia
$235K +$233K +1,523 +912%
FFN
823
Focus Financial Network
Minnesota
$234K +$258K +1,685 New
DWT
824
Dorsey & Whitney Trust
South Dakota
$233K +$78.9K +515 +44%
DBIA
825
Dumont & Blake Investment Advisors
New Jersey
$232K