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Name Holding Trade Value Shares
Change
Change in
Stake
OWA
876
One Wealth Advisors
California
$310K -$11.5K -49 -3%
SIMG
877
Sonora Investment Management Group
Arizona
$310K – – –
WA
878
Wealth Architects
California
$309K -$235 -1 -0.1%
NW
879
NewEdge Wealth
Pennsylvania
$308K -$6.82K -29 -2%
IA
880
Insight Advisors
Pennsylvania
$308K -$31.5K -134 -9%
MIM
881
Morningstar Investment Management
Illinois
$308K – – –
AA
882
Armis Advisers
Georgia
$307K +$322K +1,368 New
BFM
883
Boothbay Fund Management
New York
$305K +$8.23K +35 +3%
TCOT
884
Trust Company of Toledo
Ohio
$305K +$78.5K +334 +33%
FFM
885
Forum Financial Management
Illinois
$303K – – –
QC
886
Quadrature Capital
United Kingdom
$302K -$2.68M -11,409 -89%
NI
887
NDVR Inc
Massachusetts
$298K +$19.1K +81 +7%
SGI
888
Summit Global Investments
Utah
$297K – – –
TWA
889
TCI Wealth Advisors
Arizona
$297K -$12K -51 -4%
USWIA
890
UP Strategic Wealth Investment Advisors
Pennsylvania
$295K -$32.2K -137 -9%
C
891
Certuity
Florida
$295K +$309K +1,315 New
BFS
892
Burr Financial Services
California
$295K – – –
HOWA
893
Heritage Oak Wealth Advisors
Florida
$295K +$309K +1,312 New
MAM
894
McLean Asset Management
Virginia
$293K +$2.82K +12 +0.9%
BIG
895
Brooklyn Investment Group
New York
$293K -$7.05K -30 -2%
EWA
896
ERTS Wealth Advisors
Michigan
$293K -$2.82K -12 -0.9%
BFS
897
Bradley Foster & Sargent
Connecticut
$292K -$16.9K -72 -5%
DK
898
DJE Kapital
Germany
$292K +$306K +1,300 New
CG
899
CFO4Life Group
Texas
$291K +$20.5K +87 +7%
SYBT
900
Stock Yards Bank & Trust
Kentucky
$290K +$304K +1,291 New