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Name Holding Trade Value Shares
Change
Change in
Stake
SMFS
1451
Squar Milner Financial Services
California
$480K +$178K +4,663 +61%
LFA
1452
Legacy Financial Advisors
Kentucky
$477K -$131K -3,441 -22%
MSFP
1453
Mark Sheptoff Financial Planning
Connecticut
$476K -$24.5K -644 -5%
SFG
1454
SNS Financial Group
Minnesota
$476K -$12.7K -333 -3%
IC
1455
Inscription Capital
Texas
$471K -$96.7K -2,538 -17%
IA
1456
Icon Advisers
Colorado
$470K -$274K -7,200 -37%
WIM
1457
Waverton Investment Management
United Kingdom
$470K +$459K +12,062 New
MFS
1458
Mirabella Financial Services
United Kingdom
$469K +$459K +12,044 New
Arrowstreet Capital
1459
Arrowstreet Capital
Massachusetts
$468K -$31.8M -834,152 -99%
AL
1460
Arnhold LLC
New York
$468K
HCM
1461
Highlander Capital Management
New Jersey
$465K
FC
1462
Ferris Capital
Massachusetts
$465K +$8.76K +230 +2%
TIA
1463
Traphagen Investment Advisors
New Jersey
$465K
OPA
1464
Old Port Advisors
Maine
$464K +$3.27K +86 +0.7%
BWP
1465
Bernardo Wealth Planning
Pennsylvania
$463K -$7.62K -200 -2%
NNP
1466
Nachman Norwood & Parrott
South Carolina
$463K +$18.4K +483 +4%
FWM
1467
Frontier Wealth Management
Missouri
$461K +$196K +5,149 +77%
EWA
1468
Exencial Wealth Advisors
Oklahoma
$460K -$21.8K -572 -5%
CWS
1469
Cypress Wealth Services
California
$459K +$28.6K +752 +7%
ACM
1470
Allred Capital Management
Texas
$455K +$3.96K +104 +0.9%
SFM
1471
Systematic Financial Management
New Jersey
$451K
WTB
1472
Washington Trust Bank
Washington
$451K +$125K +3,295 +40%
BMC
1473
Benin Management Corp
Connecticut
$450K -$8.76K -230 -2%
NCM
1474
Next Capital Management
New York
$449K
WA
1475
WESPAC Advisors
California
$449K +$438K +11,508 New