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Name Holding Trade Value Shares
Change
Change in
Stake
PPP
676
Private Portfolio Partners
New Jersey
$845K -$34.9K -650 -4%
Miracle Mile Advisors
677
Miracle Mile Advisors
California
$843K -$322 -6 -0%
SC
678
Sawyer & Company
Massachusetts
$842K -$644 -12 -0.1%
Natixis
679
Natixis
France
$841K -$2.06M -38,304 -70%
SHFA
680
SS&H Financial Advisors
Michigan
$839K +$873K +16,268 New
Engineers Gate Manager
681
Engineers Gate Manager
New York
$827K -$2.38M -44,426 -73%
BCM
682
Birmingham Capital Management
Alabama
$826K -$11.2K -209 -1%
DAM
683
Doheny Asset Management
California
$822K -$61.7K -1,150 -7%
Allworth Financial
684
Allworth Financial
California
$819K +$349K +6,507 +69%
FTDI
685
First Trust Direct Indexing
Massachusetts
$819K +$53.5K +996 +7%
DG
686
DMC Group
Alabama
$818K +$66.2K +1,234 +8%
SC
687
Searle & Co
Connecticut
$815K -$2.95K -55 -0.3%
Ruffer LLP
688
Ruffer LLP
United Kingdom
$813K – – –
Valeo Financial Advisors
689
Valeo Financial Advisors
Indiana
$810K +$17K +316 +2%
EM
690
Excalibur Management
Massachusetts
$806K +$5.1K +95 +0.6%
CAGAS
691
Capital Advisory Group Advisory Services
Minnesota
$806K -$72.1K -1,343 -8%
LIM
692
Longfellow Investment Management
Massachusetts
$805K – – –
Impax Asset Management Group
693
Impax Asset Management Group
United Kingdom
$802K -$33.3K -621 -4%
HAM
694
Hedges Asset Management
Nevada
$794K – – –
JSC
695
Jackson Square Capital
California
$790K +$823K +15,325 New
CWM
696
C2C Wealth Management
Arizona
$789K – – –
IFP Advisors
697
IFP Advisors
Florida
$789K +$28.2K +525 +4%
PI
698
Pettee Investors
Connecticut
$788K -$40.2K -748 -5%
Perigon Wealth Management
699
Perigon Wealth Management
California
$785K -$98.3K -1,831 -11%
WFS
700
Widmann Financial Services
Maryland
$782K +$12.3K +230 +2%