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Name Holding Trade Value Shares
Change
Change in
Stake
TI
926
Telemetry Investments
New York
$307K -$100 -2 -0%
CBFP
927
Cedar Brook Financial Partners
Ohio
$307K +$99.3K +1,988 +40%
BIC
928
Beach Investment Counsel
Pennsylvania
$306K
DM
929
Diker Management
New York
$306K +$350K +7,000 New
WANY
930
Wealthspire Advisors (New York)
New York
$305K -$53.1K -1,064 -13%
DAS
931
Dynamic Advisor Solutions
Arizona
$305K +$141K +2,831 +68%
SWMP
932
Signature Wealth Management Partners
New Jersey
$297K +$338K +6,779 New
IAIM
933
Industrial Alliance Investment Management
Quebec, Canada
$296K -$101K -2,014 -23%
TFCP
934
Twin Focus Capital Partners
Massachusetts
$296K -$28.7K -575 -8%
OIA
935
OneDigital Investment Advisors
Kansas
$296K +$59.5K +1,192 +21%
S
936
Seeyond
France
$295K -$10.1K -202 -3%
KTC
937
Kistler-Tiffany Companies
Pennsylvania
$295K +$167K +3,346 +99%
CWP
938
Concord Wealth Partners
Virginia
$288K -$44.5K -892 -12%
LFAS
939
Level Four Advisory Services
Texas
$288K -$34.5K -691 -10%
CCFM
940
Clear Creek Financial Management
Washington
$287K +$150K +3,010 +85%
TFS
941
TrustCore Financial Services
Tennessee
$285K -$915K -18,336 -74%
GPA
942
Guerra Pan Advisors
New Jersey
$285K
BMC
943
Beaton Management Company
Massachusetts
$285K +$22.5K +450 +7%
WP
944
WealthShield Partners
North Carolina
$285K +$325K +6,505 New
GWM
945
Greenhouse Wealth Management
Connecticut
$284K
SM
946
Salzhauer Michael
$283K
OWA
947
Octavia Wealth Advisors
Ohio
$283K +$62.6K +1,254 +24%
FAG
948
Fortitude Advisory Group
Washington
$282K +$32.1K +643 +11%
RCAG
949
Rehmann Capital Advisory Group
Michigan
$281K -$8.94K -179 -3%
AIM
950
Aigen Investment Management
New York
$281K -$414K -8,288 -56%