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Name Holding Trade Value Shares
Change
Change in
Stake
SWM
651
Spire Wealth Management
Virginia
$1.35M +$166K +1,003 +15%
AAS
652
Avantax Advisory Services
Texas
$1.35M +$133K +801 +11%
IA
653
IndexIQ Advisors
New York
$1.35M +$149K +900 +13%
VVP
654
Venture Visionary Partners
Ohio
$1.34M +$25K +151 +2%
ERIC
655
Eagle Rock Investment Company
Georgia
$1.34M +$1.28M +7,750 New
KWM
656
Kingsview Wealth Management
Oregon
$1.34M +$381K +2,296 +42%
RFA
657
Resurgent Financial Advisors
Georgia
$1.33M +$1.27M +7,693 New
BFEC
658
Benjamin F. Edwards & Company
Missouri
$1.32M
CSS
659
Cubist Systematic Strategies
Connecticut
$1.32M -$10.6M -63,717 -89%
SIAP
660
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.3M -$160K -967 -11%
FG
661
Fiduciary Group
Georgia
$1.3M
CPA
662
Court Place Advisors
Maryland
$1.3M
ZCM
663
Zenyatta Capital Management
Delaware
$1.3M +$1.24M +7,500 New
KWM
664
Keebeck Wealth Management
Illinois
$1.29M
SIA
665
Schechter Investment Advisors
Michigan
$1.29M +$1.23M +7,449 New
MCS
666
Metatron Capital SICAV
Malta
$1.28M +$1.23M +7,400 New
IFWM
667
Institute for Wealth Management
Colorado
$1.27M +$3.31K +20 +0.3%
GSWM
668
Golden State Wealth Management
California
$1.26M +$851K +5,136 +236%
HL
669
HeadInvest LLC
Maine
$1.26M +$49.7K +300 +4%
LC
670
LCNB Corp
Ohio
$1.26M -$37.3K -225 -3%
TW
671
TrinityPoint Wealth
Connecticut
$1.25M -$3.48K -21 -0.3%
HI
672
Harbour Investments
Wisconsin
$1.25M -$2.18M -13,140 -65%
SIC
673
Samalin Investment Counsel
New York
$1.24M +$22.7K +137 +2%
PTC
674
Private Trust Company
Ohio
$1.24M -$54.9K -331 -4%
CIBC World Market
675
CIBC World Market
Ontario, Canada
$1.24M -$320K -1,933 -21%