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Name Holding Trade Value Shares
Change
Change in
Stake
GWM
651
Geneos Wealth Management
Colorado
$245K +$67.2K +1,854 +37%
HAS
652
HBW Advisory Services
California
$245K +$246K +6,779 New
CCP
653
Corient Capital Partners
California
$244K -$81.9K -2,261 -25%
SC
654
Savant Capital
Illinois
$242K -$3.3K -91 -1%
PAMG
655
Patton Albertson Miller Group
Tennessee
$240K -$21.7K -599 -8%
WF
656
Welch & Forbes
Massachusetts
$239K
BC
657
Brinker Capital
Pennsylvania
$239K +$26.1K +721 +12%
SPIA
658
Steward Partners Investment Advisory
New York
$238K -$19.1K -528 -7%
AWM
659
Altium Wealth Management
New York
$238K +$24.8K +685 +12%
HAM
660
Highstreet Asset Management
Ontario, Canada
$238K +$239K +6,594 New
OR
661
Olympiad Research
Connecticut
$238K +$239K +6,595 New
OBGC
662
O'Brien Greene & Co
Pennsylvania
$237K
TI
663
Tidal Investments
Wisconsin
$236K +$21.7K +598 +10%
SAG
664
Spotlight Asset Group
Illinois
$235K +$251K +6,941 New
CA
665
Clearstead Advisors
Ohio
$234K +$234K +6,471 New
Verition Fund Management
666
Verition Fund Management
Connecticut
$234K +$235K +6,485 New
BIA
667
Bigelow Investment Advisors
Maine
$232K
FMLI
668
Fukoku Mutual Life Insurance
Japan
$231K +$29K +800 +14%
PSUF
669
People's United Financial
Connecticut
$226K -$4.6K -127 -2%
WAM
670
Wealthspire Advisors (Maryland)
Maryland
$226K +$2.21K +61 +1%
MAA
671
Mraz Amerine & Associates
California
$224K
FIM
672
Freedom Investment Management
Connecticut
$224K +$12.2K +338 +6%
BRWA
673
B. Riley Wealth Advisors
Florida
$220K -$49.5K -1,367 -18%
MC
674
Moors & Cabot
Massachusetts
$218K -$54.2K -1,497 -20%
MA
675
Montag & Associates
Georgia
$217K