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Name Holding Trade Value Shares
Change
Change in
Stake
CA
801
Commerzbank Aktiengesellschaft
Germany
$327K +$12.7K +232 +4%
LC
802
Lindbrook Capital
California
$324K +$4.48K +82 +1%
SA
803
SpiderRock Advisors
Delaware
$321K -$1.53M -28,111 -83%
VFA
804
Valeo Financial Advisors
Indiana
$321K +$80.2K +1,469 +33%
FHC
805
First Heartland Consultants
Missouri
$318K +$33K +604 +11%
PFMU
806
Privium Fund Management (UK)
United Kingdom
$317K +$316K +5,790 New
CUAMC
807
China Universal Asset Management Company
China
$313K +$79.1K +1,449 +33%
NW
808
NewEdge Wealth
Pennsylvania
$313K -$105K -1,930 -25%
HCM
809
Howland Capital Management
Massachusetts
$311K +$1.42K +26 +0.5%
OWA
810
Outlook Wealth Advisors
Texas
$307K -$32.3K -591 -9%
WA
811
Wealth Alliance
New York
$307K +$9.01K +165 +3%
NIM
812
Northeast Investment Management
Massachusetts
$305K -$98.5K -1,804 -24%
PCM
813
Peregrine Capital Management
Minnesota
$302K – – –
RWM
814
RBA Wealth Management
California
$301K – – –
AFT
815
Alpha Family Trust
California
$298K – – –
RPGK
816
Retirement Planning Group (Kansas)
Kansas
$298K +$4.64K +85 +2%
FPAS
817
Focus Partners Advisor Solutions
Missouri
$297K -$43.1K -790 -13%
GDP
818
Great Diamond Partners
Maine
$295K -$546 -10 -0.2%
Lazard Asset Management
819
Lazard Asset Management
New York
$294K +$105K +1,922 +55%
SIG
820
Stonegate Investment Group
Alabama
$293K +$6.71K +123 +2%
FFM
821
Forum Financial Management
Illinois
$292K +$218 +4 +0.1%
CIA
822
Concurrent Investment Advisors
Florida
$292K -$44.5K -816 -13%
QC
823
Quent Capital
New York
$288K -$928 -17 -0.3%
BFO
824
Boston Family Office
Massachusetts
$287K -$8.95K -164 -3%
GM
825
GeoWealth Management
Illinois
$286K -$9.94K -182 -3%