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Name Holding Trade Value Shares
Change
Change in
Stake
NS
201
NBC Securities
Alabama
$236K – – –
IC
202
IEQ Capital
California
$235K +$621 +50 +0.3%
IIA
203
IPG Investment Advisors
California
$226K -$1.08M -86,785 -82%
BTI
204
Blue Trust Inc
Georgia
$224K -$6.64K -535 -3%
P
205
&Partners
Tennessee
$219K +$18.4K +1,484 +9%
SC
206
Summa Corp
Texas
$219K – – –
AWA
207
Aaron Wealth Advisors
Illinois
$219K +$226K +18,215 New
SFA
208
Sequoia Financial Advisors
Ohio
$214K +$4.2K +338 +2%
CCIA
209
Campbell & Co Investment Adviser
Maryland
$210K -$1.84M -148,346 -89%
BA
210
Bridgewater Advisors
New York
$209K +$596 +48 +0.3%
HIP
211
HUB Investment Partners
Texas
$208K +$27.7K +2,234 +15%
WWA
212
WCG Wealth Advisors
Nevada
$204K +$211K +17,000 New
CL
213
Choreo LLC
Illinois
$203K -$7.45K -600 -3%
SCM
214
Sage Capital Management
New Jersey
$194K – – –
SFS
215
Sowell Financial Services
Arkansas
$192K +$15.2K +1,221 +8%
FIA
216
Foundations Investment Advisors
Arizona
$184K +$190K +15,304 New
OC
217
Oppenheimer & Co
New York
$182K -$13.7K -1,102 -7%
IPW
218
Intergy Private Wealth
Colorado
$180K -$7.77K -626 -4%
Bessemer Group
219
Bessemer Group
New Jersey
$179K – – –
PWPS
220
Pinnacle Wealth Planning Services
Ohio
$177K – – –
Cerity Partners
221
Cerity Partners
New York
$174K -$9.72K -783 -5%
PP
222
PDS Planning
Ohio
$172K +$14.2K +1,146 +9%
VSQM
223
V-Square Quantitative Management
Illinois
$169K +$671 +54 +0.4%
Cambridge Investment Research Advisors
224
Cambridge Investment Research Advisors
Iowa
$168K -$658K -52,999 -79%
AIM
225
Aigen Investment Management
New York
$168K +$174K +13,972 New