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Name Holding Trade Value Shares
Change
Change in
Stake
CIAS
651
Capital Investment Advisory Services
North Carolina
$250K +$118K +3,260 +89%
Jacobs Levy Equity Management
652
Jacobs Levy Equity Management
New Jersey
$246K +$247K +6,811 New
GWM
653
Geneos Wealth Management
Colorado
$245K +$67.2K +1,854 +37%
HAS
654
HBW Advisory Services
California
$245K +$246K +6,779 New
CCP
655
Corient Capital Partners
California
$244K -$81.9K -2,261 -25%
SC
656
Savant Capital
Illinois
$242K -$3.3K -91 -1%
PAMG
657
Patton Albertson Miller Group
Tennessee
$240K -$21.7K -599 -8%
WF
658
Welch & Forbes
Massachusetts
$239K – – –
BC
659
Brinker Capital
Pennsylvania
$239K +$26.1K +721 +12%
SPIA
660
Steward Partners Investment Advisory
New York
$238K -$19.1K -528 -7%
AWM
661
Altium Wealth Management
New York
$238K +$24.8K +685 +12%
HAM
662
Highstreet Asset Management
Ontario, Canada
$238K +$239K +6,594 New
OR
663
Olympiad Research
Connecticut
$238K +$239K +6,595 New
OBGC
664
O'Brien Greene & Co
Pennsylvania
$237K – – –
TI
665
Tidal Investments
Wisconsin
$236K +$21.7K +598 +10%
SAG
666
Spotlight Asset Group
Illinois
$235K +$251K +6,941 New
CA
667
Clearstead Advisors
Ohio
$234K +$234K +6,471 New
Verition Fund Management
668
Verition Fund Management
Connecticut
$234K +$235K +6,485 New
BIA
669
Bigelow Investment Advisors
Maine
$232K – – –
FMLI
670
Fukoku Mutual Life Insurance
Japan
$231K +$29K +800 +14%
PSUF
671
People's United Financial
Connecticut
$226K -$4.6K -127 -2%
WAM
672
Wealthspire Advisors (Maryland)
Maryland
$226K +$2.21K +61 +1%
MAA
673
Mraz Amerine & Associates
California
$224K – – –
FIM
674
Freedom Investment Management
Connecticut
$224K +$12.2K +338 +6%
BRWA
675
B. Riley Wealth Advisors
Florida
$220K -$49.5K -1,367 -18%