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Name Holding Trade Value Shares
Change
Change in
Stake
KPWS
576
Kestra Private Wealth Services
Texas
$710K -$1.04M -22,390 -61%
GI
577
GAMCO Investors
Connecticut
$708K +$6.42K +138 +1%
ISL
578
Ingalls & Snyder LLC
New York
$700K
AssetMark Inc
579
AssetMark Inc
California
$699K -$1.64M -35,223 -71%
PI
580
PFG Investments
New York
$698K +$10.1K +218 +2%
TWM
581
TriaGen Wealth Management
California
$694K +$15.2K +327 +2%
SF
582
Summit Financial
New Jersey
$693K +$10.9K +235 +2%
SCTC
583
Sanibel Captiva Trust Company
Florida
$689K
AAS
584
Ameritas Advisory Services
Nebraska
$685K -$35.6K -766 -5%
PA
585
Parallel Advisors
California
$683K +$6.56K +141 +1%
PWM
586
PTM Wealth Management
United States
$681K +$5.35K +115 +0.8%
DE
587
Diversified Enterprises
Delaware
$679K +$55.5K +1,193 +9%
GIA
588
Gladstone Institutional Advisory
Florida
$678K +$114K +2,441 +21%
Verition Fund Management
589
Verition Fund Management
Connecticut
$677K -$855K -18,387 -57%
KFG
590
Kingdom Financial Group
Arizona
$675K -$1.3K -28 -0.2%
LAS
591
Lloyd Advisory Services
Georgia
$675K +$640K +13,757 +114,642%
LA
592
Lakeside Advisors
Washington
$667K -$11.6K -250 -2%
IFG
593
Independent Financial Group
California
$660K +$6.14K +132 +1%
PWM
594
Partnership Wealth Management
Maryland
$660K
PT
595
Plimoth Trust
Massachusetts
$657K +$15.8K +340 +3%
LIA
596
LSP Investment Advisors
New York
$651K
SLI
597
Sumitomo Life Insurance
Japan
$647K +$25.6K +550 +4%
FA
598
Fiduciary Alliance
South Carolina
$642K -$13.7K -294 -2%
1C
599
111 Capital
France
$639K +$606K +13,026 New
EWA
600
EP Wealth Advisors
California
$638K +$148K +3,172 +32%