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Name Holding Trade Value Shares
Change
Change in
Stake
AFS
201
Annapolis Financial Services
Maryland
$4.06K – – –
IFAM
202
Institutional & Family Asset Management
Colorado
$3.55K -$449 -12 -12%
LFG
203
Larson Financial Group
Missouri
$3.46K – – –
GEA
204
Glen Eagle Advisors
New Jersey
$3.42K +$1.12K +30 +54%
GIA
205
GHP Investment Advisors
Colorado
$3.06K – – –
PTC
206
Private Trust Company
Ohio
$3K -$2.1K -56 -44%
HGWM
207
Harvest Group Wealth Management
Massachusetts
$2.71K – – –
HWM
208
HighMark Wealth Management
Minnesota
$2.51K – – –
SC
209
Sierra Capital
Florida
$2K -$187 -5 -10%
MCC
210
Money Concepts Capital
Florida
$1.99K +$1.87K +50 New
AAP
211
Arax Advisory Partners
Colorado
$1.93K – – –
TWD
212
True Wealth Design
Ohio
$1.71K +$1.61K +43 New
BIA
213
Bell Investment Advisors
California
$1.67K +$561 +15 +56%
CCA
214
Column Capital Advisors
Indiana
$1.51K – – –
TAIM
215
TD Ameritrade Investment Management
Nebraska
$1K -$1.46K -39 -61%
FMP
216
Financial Management Professionals
Texas
$1K – – –
IRC
217
Investors Research Corp
Georgia
$955 – – –
AWM
218
Avior Wealth Management
Nebraska
$875 -$711 -19 -46%
First Manhattan
219
First Manhattan
New York
$716 – – –
AA
220
Addison Advisors
Vermont
$597 – – –
FFA
221
Farther Finance Advisors
California
$438 +$412 +11 New
BIP
222
Brandes Investment Partners
California
– -$3.13M -96,990 Closed
TIM
223
Thornburg Investment Management
New Mexico
– -$3.05M -94,623 Closed
Balyasny Asset Management
224
Balyasny Asset Management
Illinois
– -$1.49M -46,149 Closed
American Century Companies
225
American Century Companies
Missouri
– -$1.17M -36,285 Closed