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Name Holding Trade Value Shares
Change
Change in
Stake
SWP
951
Semus Wealth Partners
Florida
$530K +$509K +9,202 New
ALAM
952
Asahi Life Asset Management
Japan
$528K +$507K +9,160 New
ILI
953
Invesco LLC (Illinois)
Illinois
$527K
RP
954
Rowlandmiller & Partners
Georgia
$527K
First Manhattan
955
First Manhattan
New York
$524K
ATS
956
Ashton Thomas Securities
New York
$524K +$504K +9,100 New
FFM
957
Forum Financial Management
Illinois
$519K +$30.6K +553 +7%
DIA
958
Dana Investment Advisors
Wisconsin
$519K +$27.7K +500 +6%
CW
959
CIC Wealth
Maryland
$516K +$242K +4,375 +95%
RIA
960
Regal Investment Advisors
Michigan
$516K -$188K -3,402 -28%
GFA
961
Gallagher Fiduciary Advisors
Illinois
$514K -$19.2K -347 -4%
WGC
962
Watts Gwilliam & Co
Arizona
$510K +$487K +8,799 New
RIM
963
Redwood Investment Management
Arizona
$510K -$124K -2,248 -20%
SQA
964
Simon Quick Advisors
New Jersey
$509K +$42.1K +761 +9%
JWBC
965
J.W. Burns & Co
New York
$508K +$275K +4,970 +129%
WSC
966
Wellington Shields & Co
New York
$507K +$166K +3,000 +52%
FLPIM
967
F.L. Putnam Investment Management
Massachusetts
$502K +$221 +4 +0%
GWM
968
GDS Wealth Management
Texas
$499K +$480K +8,666 New
SAA
969
Southeast Asset Advisors
Georgia
$499K +$554 +10 +0.1%
IGAM
970
iA Global Asset Management
Quebec, Canada
$494K +$475K +8,578 New
GWM
971
Geneos Wealth Management
Colorado
$491K +$40.2K +726 +9%
1WA
972
180 Wealth Advisors
Washington
$491K +$130K +2,341 +38%
WWWM
973
White Wing Wealth Management
Texas
$486K -$33.7K -608 -7%
GL
974
Graypoint LLC
New York
$480K +$18.5K +335 +4%
QI
975
Qtron Investments
Massachusetts
$477K -$276K -4,980 -38%