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Name Holding Trade Value Shares
Change
Change in
Stake
HAG
626
HF Advisory Group
Maryland
$922K +$9.66K +42 +1%
VWM
627
Vivid Wealth Management
Iowa
$918K -$77.9K -339 -8%
BL
628
Balentine LLC
Georgia
$918K +$56.1K +244 +7%
FLPIM
629
F.L. Putnam Investment Management
Massachusetts
$918K -$19.5K -85 -2%
WFAG
630
Wescott Financial Advisory Group
Pennsylvania
$915K
UFF
631
USA Financial Formulas
Michigan
$913K +$864K +3,759 New
NHC
632
Nicholas Hoffman & Company
Georgia
$912K -$706K -3,073 -45%
JWCA
633
J.W. Cole Advisors
Florida
$906K +$857K +3,726 New
FTIS
634
First Trust Investment Solutions
Florida
$900K +$543K +2,362 +176%
EFI
635
EHP Funds Inc
Canada
$899K -$391K -1,700 -31%
KI
636
Kapitalo Investimentos
Brazil
$897K +$127K +554 +18%
VA
637
Vident Advisory
Georgia
$894K -$890K -3,870 -51%
NBT
638
Northwest Bank & Trust
Iowa
$887K -$16.8K -73 -2%
O
639
Ossiam
France
$885K -$3.33M -14,493 -80%
PWM
640
Partnership Wealth Management
Maryland
$875K
AA
641
Ancora Advisors
Ohio
$867K -$16.3K -71 -2%
VSQM
642
V-Square Quantitative Management
Illinois
$867K +$154K +669 +23%
PFGIA
643
Patriot Financial Group Insurance Agency
Massachusetts
$859K +$46.4K +202 +6%
GIA
644
Gateway Investment Advisers
Ohio
$845K +$267K +1,162 +50%
CC
645
Centiva Capital
New York
$839K -$1.51M -6,580 -66%
GC
646
Globeflex Capital
California
$837K +$240K +1,043 +43%
LSAG
647
Lake Street Advisors Group
New Hampshire
$836K -$49.7K -216 -6%
CastleKeep Investment Advisors
648
CastleKeep Investment Advisors
Connecticut
$832K -$273K -1,188 -26%
LFA
649
Laraway Financial Advisors
Minnesota
$826K -$9.2K -40 -1%
IAS
650
Investment Advisory Services
Texas
$821K -$51.7K -225 -6%