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Name Holding Trade Value Shares
Change
Change in
Stake
FIM
726
Freedom Investment Management
Connecticut
$382K -$154K -2,653 -30%
MSFS
727
Main Street Financial Solutions
Pennsylvania
$382K -$68.1K -1,174 -16%
GWM
728
Geneos Wealth Management
Colorado
$380K -$20.5K -354 -5%
FHA
729
Flagship Harbor Advisors
Massachusetts
$380K +$30.1K +519 +9%
HAG
730
HighPoint Advisor Group
Illinois
$379K -$10.1K -175 -3%
BIA
731
Barry Investment Advisors
Massachusetts
$378K +$358K +6,171 New
TFS
732
TrustCore Financial Services
Tennessee
$377K +$346K +5,962 +2,981%
PAMG
733
Patton Albertson Miller Group
Tennessee
$374K – – –
MA
734
MUFG Americas
New York
$368K -$53.3K -920 -13%
NFP
735
Narus Financial Partners
Utah
$368K +$348K +6,005 New
PWM
736
PRW Wealth Management
Massachusetts
$367K – – –
LSAG
737
Lake Street Advisors Group
New Hampshire
$366K +$1.57K +27 +0.5%
EF
738
Empirical Finance
Pennsylvania
$364K – – –
CFG
739
Citizens Financial Group
Rhode Island
$359K +$43.8K +756 +15%
MC
740
Maverick Capital
Texas
$356K +$294K +5,074 +681%
NHC
741
Nicholas Hoffman & Company
Georgia
$353K -$29.9K -515 -8%
PFS
742
Prospera Financial Services
Texas
$348K -$13.5K -232 -4%
CIC
743
Carnegie Investment Counsel
Ohio
$345K -$17.5K -301 -5%
OWP
744
Obermeyer Wealth Partners
Colorado
$342K -$27M -466,379 -99%
IA
745
Insight Advisors
Pennsylvania
$342K +$59.1K +1,020 +20%
TAM
746
Trust Asset Management
Texas
$341K +$54.5K +939 +20%
VVP
747
Venture Visionary Partners
Ohio
$340K -$40.6K -700 -11%
BIA
748
Bigelow Investment Advisors
Maine
$337K +$29K +500 +10%
PA
749
Parallel Advisors
California
$334K +$4.06K +70 +1%
LIM
750
Leavell Investment Management
Alabama
$333K – – –