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Name Holding Trade Value Shares
Change
Change in
Stake
JNBA Financial Advisors
1476
JNBA Financial Advisors
Minnesota
$352K -$10.1K -46 -3%
Fort Sheridan Advisors
1477
Fort Sheridan Advisors
Illinois
$352K +$23.6K +108 +8%
Vicus Capital
1478
Vicus Capital
Pennsylvania
$351K +$33.9K +155 +12%
Truvestments Capital
1479
Truvestments Capital
Florida
$351K +$68.7K +314 +29%
JSF Financial
1480
JSF Financial
California
$350K +$10.9K +50 +4%
WP
1481
WealthPLAN Partners
Nebraska
$349K -$33.7K -154 -10%
Polaris Wealth Advisory Group
1482
Polaris Wealth Advisory Group
California
$348K -$11.4K -52 -4%
BFWA
1483
Benchmark Financial Wealth Advisors
Florida
$348K +$52.8K +241 +21%
HBK Investments
1484
HBK Investments
Texas
$347K -$6.66M -30,431 -96%
Permanens Capital
1485
Permanens Capital
New York
$347K +$87.3K +399 +41%
LWPC
1486
Legacy Wealth Partners (California)
California
$346K -$40.9K -187 -12%
Harvest Investment Services
1487
Harvest Investment Services
Illinois
$346K +$16.2K +74 +6%
PPP
1488
Private Portfolio Partners
New Jersey
$346K +$18.6K +85 +7%
Valley National Advisers
1489
Valley National Advisers
Pennsylvania
$344K – – –
Arkadios Wealth Advisors
1490
Arkadios Wealth Advisors
Georgia
$343K -$8.1K -37 -3%
Evermay Wealth Management
1491
Evermay Wealth Management
Virginia
$342K – – –
SG
1492
Somerset Group
Minnesota
$342K – – –
BRR OpCo
1493
BRR OpCo
Ohio
$342K +$26.3K +120 +10%
BDO Wealth Advisors
1494
BDO Wealth Advisors
Florida
$342K +$42.9K +196 +17%
World Investment Advisors
1495
World Investment Advisors
California
$340K -$46.6K -213 -14%
CAN
1496
Claraphi Advisory Network
United States
$339K +$2.19K +10 +0.7%
Donaldson Capital Management
1497
Donaldson Capital Management
Indiana
$338K -$424K -1,938 -59%
Boston Trust Walden
1498
Boston Trust Walden
Massachusetts
$336K -$18K -82 -6%
Simon Quick Advisors
1499
Simon Quick Advisors
New Jersey
$335K -$5.25K -24 -2%
Cadinha & Co
1500
Cadinha & Co
Hawaii
$334K -$197K -900 -40%