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Name Holding Trade Value Shares
Change
Change in
Stake
MIFH
626
Migdal Insurance & Financial Holdings
Israel
$72K -$6K -484 -8%
JFGIW
627
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$72K +$1.09K +88 +2%
FANJ
628
Financial Architects (New Jersey)
New Jersey
$72K +$48.6K +3,924 +284%
GRQ
629
Gardner Russo & Quinn
Pennsylvania
$70K +$63.2K +5,100 New
OIA
630
OneDigital Investment Advisors
Kansas
$68K -$3.67K -296 -6%
EWM
631
Endurance Wealth Management
Rhode Island
$66K – – –
EMG
632
ETF Managers Group
New Jersey
$66K +$8.52K +688 +17%
IWP
633
Icon Wealth Partners
Texas
$63K +$57.4K +4,636 New
TF
634
Tompkins Financial
New York
$60K – – –
MOS
635
MGO One Seven
Ohio
$55K +$50.2K +4,052 New
MA
636
MUFG Americas
New York
$54K -$559K -45,096 -92%
FPFS
637
First Personal Financial Services
North Carolina
$54K +$13.8K +1,116 +39%
STA
638
Summit Trail Advisors
New York
$54K +$46.8K +3,780 New
PFGIA
639
Patriot Financial Group Insurance Agency
Massachusetts
$51K – – –
GLI
640
Guardian Life Insurance
New York
$51K +$13.5K +1,088 +41%
LWM
641
Lenox Wealth Management
Ohio
$50K – – –
WT
642
Whittier Trust
California
$48K – – –
VFA
643
Valeo Financial Advisors
Indiana
$47K +$17.2K +1,388 +68%
CAPTRUST Financial Advisors
644
CAPTRUST Financial Advisors
North Carolina
$46K +$41.7K +3,368 New
FMTCOCP
645
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$45.7K -$2.48K -200 -6%
CAL
646
Capital Advisors Ltd
Ohio
$44K – – –
SIC
647
Salem Investment Counselors
North Carolina
$44K – – –
VIA
648
Vantage Investment Advisors
Pennsylvania
$44K – – –
SPIA
649
Steward Partners Investment Advisory
New York
$41K +$27.3K +2,204 +262%
CAW
650
Cornerstone Advisors (Washington)
Washington
$39K – – –