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Name Holding Trade Value Shares
Change
Change in
Stake
SS
801
Simplicity Solutions
Minnesota
$420K +$9.09K +56 +2%
TCM
802
Teza Capital Management
Illinois
$416K -$219K -1,353 -32%
RIS
803
Retirement Income Solutions
Michigan
$402K – – –
MGIA
804
Moneta Group Investment Advisors
Missouri
$402K +$25.5K +157 +6%
EVM
805
Evelyn V. Moreno
$401K +$93.3K +575 +26%
JF
806
Jump Financial
Illinois
$400K +$449K +2,770 New
BG
807
Bollard Group
Massachusetts
$399K +$1.62K +10 +0.4%
SJIM
808
St. Johns Investment Management
Florida
$398K +$52.6K +324 +13%
LWM
809
Laidlaw Wealth Management
New York
$397K -$14.6K -90 -3%
HFG
810
Heron Financial Group
New York
$396K – – –
FSA
811
Franklin Street Advisors
North Carolina
$394K -$57.6K -355 -12%
ADMI
812
Albert D. Mason Inc
Massachusetts
$394K -$4.54K -28 -1%
SWM
813
Segment Wealth Management
Texas
$392K -$3.57K -22 -0.8%
CCA
814
Checchi Capital Advisers
California
$392K +$36.3K +224 +9%
WFA
815
Wipfli Financial Advisors
Wisconsin
$392K +$439K +2,708 New
CC
816
Commons Capital
Massachusetts
$388K -$10.5K -65 -2%
FNT
817
First National Trust
Pennsylvania
$386K -$8.92K -55 -2%
CGL
818
Clarius Group LLC
Washington
$383K +$60.2K +371 +16%
DBG
819
De Burlo Group
Massachusetts
$383K +$430K +2,650 New
CWM
820
Circle Wealth Management
New Jersey
$382K -$2.43K -15 -0.6%
PGAM
821
Princeton Global Asset Management
New Jersey
$380K – – –
SC
822
Solstein Capital
California
$379K – – –
AJ
823
Ashburton (Jersey)
Jersey
$376K +$11.7K +72 +3%
ESB
824
Essex Savings Bank
Connecticut
$374K -$6.98K -43 -2%
MWM
825
Meridian Wealth Management
Kentucky
$371K -$973 -6 -0.2%