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Name Holding Trade Value Shares
Change
Change in
Stake
IFWM
426
Institute for Wealth Management
Colorado
$314K +$339K +6,625 New
CFM
427
Comprehensive Financial Management
California
$313K
EFS
428
Essex Financial Services
Connecticut
$310K +$10.3K +202 +3%
C
429
Certuity
Florida
$308K -$46.2K -903 -12%
IFG
430
Independent Financial Group
California
$307K -$15.4K -301 -4%
EP
431
Essential Partners
California
$306K +$277K +5,407 +520%
CIBC Asset Management
432
CIBC Asset Management
Ontario, Canada
$305K -$136K -2,652 -29%
AV
433
ASR Vermogensbeheer
Netherlands
$304K +$6.86K +134 +2%
BBA
434
Baader Bank Aktiengesellschaft
Germany
$301K -$70.4K -1,376 -17%
Lido Advisors
435
Lido Advisors
California
$301K +$325K +6,344 New
AWA
436
Aaron Wealth Advisors
Illinois
$297K -$488K -9,531 -60%
MAS
437
Meeder Advisory Services
Ohio
$296K +$320K +6,249 New
IAIM
438
International Assets Investment Management
Florida
$295K +$56.3K +1,100 +22%
FTWA
439
Fifth Third Wealth Advisors
Ohio
$293K +$19.3K +378 +7%
KAM
440
Kazazian Asset Management
Florida
$293K -$139K -2,715 -31%
TAFW
441
Tred Avon Family Wealth
Maryland
$293K +$11K +215 +4%
SWP
442
Sagespring Wealth Partners
Tennessee
$287K +$309K +6,047 New
CCM
443
Coldstream Capital Management
Washington
$280K +$103K +2,014 +52%
S
444
SignatureFD
Georgia
$266K +$225K +4,400 +360%
HI
445
Horizon Investments
North Carolina
$266K +$65.1K +1,273 +29%
RS
446
R Squared
Hong Kong
$265K +$92.8K +1,814 +48%
SPIA
447
Steward Partners Investment Advisory
New York
$265K +$5.32K +104 +2%
Truist Financial
448
Truist Financial
North Carolina
$265K +$15.9K +311 +6%
GI
449
GAMMA Investing
California
$262K +$176K +3,438 +164%
PA
450
Pinnacle Associates
New York
$258K +$33.9K +662 +14%