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Name Holding Trade Value Shares
Change
Change in
Stake
HIM
651
Hillsdale Investment Management
Ontario, Canada
$710K -$241K -1,800 -26%
VI
652
Versor Investments
New York
$690K -$1.99M -14,877 -75%
CCG
653
Ceeto Capital Group
Florida
$690K +$670K +5,000 New
AWM
654
Apollon Wealth Management
South Carolina
$690K +$86.7K +647 +15%
UM
655
Ulysses Management
New York
$690K
IIA
656
IPG Investment Advisors
California
$690K +$670K +5,000 New
CWM
657
Congress Wealth Management
Massachusetts
$682K +$44.4K +331 +7%
PA
658
Parallel Advisors
California
$680K -$14.1K -105 -2%
CWA
659
Clarus Wealth Advisors
Arizona
$676K +$622K +4,638 New
IFG
660
Independent Financial Group
California
$666K +$648K +4,831 New
MCM
661
Monument Capital Management
Virginia
$660K +$5.63K +42 +0.9%
VFA
662
Voya Financial Advisors
Connecticut
$654K +$25.5K +190 +4%
NYLIM
663
New York Life Investment Management
New York
$640K +$44K +328 +8%
KCM
664
Kathmere Capital Management
Pennsylvania
$635K +$13.4K +100 +2%
AFC
665
AFT Forsyth & Company
Florida
$633K +$147K +1,100 +32%
CCA
666
Cadent Capital Advisors
Oklahoma
$633K +$615K +4,590 New
FDS
667
First Dallas Securities
Texas
$633K +$615K +4,590 New
FBT
668
First Bank & Trust
South Dakota
$633K -$2.55K -19 -0.4%
S
669
SignatureFD
Georgia
$629K -$8.85K -66 -1%
GPFA
670
Game Plan Financial Advisors
Ohio
$627K +$610K +4,548 New
KWM
671
Kingsview Wealth Management
Oregon
$624K +$276K +2,056 +83%
GCM
672
Graham Capital Management
Connecticut
$620K +$232K +1,729 +63%
HCMT
673
Highland Capital Management (Tennessee)
Tennessee
$614K -$601K -4,480 -50%
CK
674
Cohen Klingenstein
New York
$614K
NFA
675
Northern Financial Advisors
Michigan
$604K -$58.6K -437 -9%