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Name Holding Trade Value Shares
Change
Change in
Stake
EFM
501
E Fund Management
China
$550K +$546K +15,966 New
FMII
502
Farmers & Merchants Investments Inc
Nebraska
$549K -$95.3K -2,790 -15%
MFGM
503
Marshall Financial Group (Maryland)
Maryland
$547K
FPF
504
First Pacific Financial
Washington
$547K +$16.1K +472 +3%
FNBTCON
505
First National Bank & Trust Co of Newtown
Pennsylvania
$546K +$23.7K +695 +5%
BRWA
506
B. Riley Wealth Advisors
Florida
$536K +$11.8K +345 +2%
SWP
507
Stratos Wealth Partners
Ohio
$531K -$35.1K -1,027 -6%
WANY
508
Wealthspire Advisors (New York)
New York
$530K +$225K +6,597 +75%
JCM
509
Jacobi Capital Management
Pennsylvania
$528K +$118K +3,445 +29%
APA
510
American Portfolios Advisors
New York
$528K +$1.09K +32 +0.2%
AAS
511
Avantax Advisory Services
Texas
$524K -$45.1K -1,320 -8%
CCP
512
Corient Capital Partners
California
$517K -$133K -3,891 -21%
SA
513
Strategic Advisors
New York
$513K +$137 +4 +0%
SWM
514
Spire Wealth Management
Virginia
$505K +$47.9K +1,402 +11%
VCG
515
Vantage Consulting Group
Virginia
$502K -$23.2K -678 -4%
CA
516
Cornerstone Advisory
Maryland
$502K -$2.25K -66 -0.5%
AIC
517
Archer Investment Corporation
Indiana
$501K
HBT
518
Heartland Bank & Trust
Illinois
$500K +$5.64K +165 +1%
NICM
519
Neo Ivy Capital Management
New York
$499K +$659K +19,280 New
S
520
SignatureFD
Georgia
$498K -$5.71K -167 -1%
Vontobel Holding
521
Vontobel Holding
Switzerland
$498K
NIM
522
NuWave Investment Management
New Jersey
$494K +$490K +14,326 New
NSEDCP
523
NJ State Employees Deferred Compensation Plan
New Jersey
$493K
LF
524
Lantz Financial
Illinois
$490K +$33.5K +981 +7%
LIM
525
Longfellow Investment Management
Massachusetts
$488K