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Name Holding Trade Value Shares
Change
Change in
Stake
TRCT
326
Tower Research Capital (TRC)
New York
$868K +$664K +17,010 +549%
SWP
327
Stratos Wealth Partners
Ohio
$863K +$282K +7,210 +56%
ECM
328
ExodusPoint Capital Management
New York
$850K +$769K +19,691 New
KeyBank National Association
329
KeyBank National Association
Ohio
$848K -$70.3K -1,801 -8%
BP
330
Ballentine Partners
Massachusetts
$841K -$9.96K -255 -1%
TAFW
331
Tred Avon Family Wealth
Maryland
$837K +$757K +19,387 New
EI
332
Ellevest Inc
New York
$836K +$7.03K +180 +0.9%
CCM
333
Coldstream Capital Management
Washington
$830K +$349K +8,926 +87%
IWC
334
Integrated Wealth Concepts
Massachusetts
$826K -$71.1K -1,820 -9%
DA
335
Denali Advisors
California
$826K -$496K -12,709 -40%
Baird Financial Group
336
Baird Financial Group
Wisconsin
$826K -$104K -2,653 -12%
VCS
337
Vaughan & Co Securities
New Jersey
$821K +$14.8K +379 +2%
FFS
338
Founders Financial Securities
Maryland
$819K +$34.9K +893 +5%
HI
339
Horizon Investments
North Carolina
$819K +$54.2K +1,387 +8%
HCMT
340
Highland Capital Management (Tennessee)
Tennessee
$818K +$62.5K +1,600 +9%
B
341
Bailard
California
$817K -$93.2K -2,385 -11%
FCM
342
Fourpath Capital Management
Oklahoma
$813K +$781 +20 +0.1%
F8IS
343
Figure 8 Investment Strategies
Idaho
$808K +$112K +2,860 +18%
DW30
344
Drucker Wealth 3.0
New Jersey
$807K -$1.28M -32,759 -64%
IA
345
IFG Advisory
Georgia
$804K -$3.01K -77 -0.4%
IRC
346
Investors Research Corp
Georgia
$804K
ClearBridge Investments
347
ClearBridge Investments
New York
$787K -$314K -8,029 -31%
MHC
348
Meyer Handelman Company
New York
$786K -$25K -640 -3%
AWM
349
Apollon Wealth Management
South Carolina
$786K +$24.3K +621 +4%
AF
350
Advisornet Financial
Minnesota
$784K -$5.63K -144 -0.8%