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Name Holding Trade Value Shares
Change
Change in
Stake
CCA
301
Checchi Capital Advisers
California
$130K -$1.84K -220 -1%
CIA
302
Concurrent Investment Advisors
Florida
$130K +$3.36K +402 +3%
IAA
303
Independent Advisor Alliance
North Carolina
$129K -$4.28K -512 -3%
CD
304
Chapin Davis
Maryland
$128K -$501 -60 -0.4%
IRC
305
Investors Research Corp
Georgia
$127K -$5.22K -625 -4%
CPA
306
Cardiff Park Advisors
California
$126K -$635 -76 -0.5%
CSPIA
307
Cary Street Partners Investment Advisory
Virginia
$126K +$124K +14,829 New
SW
308
SVB Wealth
Massachusetts
$125K -$6.96K -833 -5%
AI
309
Atom Investors
Texas
$125K +$123K +14,702 New
DTL
310
Dynamic Technology Lab
Singapore
$124K +$123K +14,658 New
JF
311
Jump Financial
Illinois
$124K +$122K +14,576 New
BFM
312
Boothbay Fund Management
New York
$124K +$122K +14,548 New
HPM
313
Hoxton Planning & Management
West Virginia
$123K +$34.2K +4,092 +40%
EFS
314
Essex Financial Services
Connecticut
$121K +$14.4K +1,727 +14%
AssetMark Inc
315
AssetMark Inc
California
$120K -$2.2K -263 -2%
SC
316
Scotia Capital
Ontario, Canada
$120K -$9.32K -1,115 -7%
HKAM
317
Horizon Kinetics Asset Management
New York
$120K
SPIA
318
Steward Partners Investment Advisory
New York
$119K -$2.44K -292 -2%
KMWM
319
Keudell/Morrison Wealth Management
Oregon
$119K +$117K +14,001 New
SPC
320
Sigma Planning Corp
Michigan
$119K +$117K +13,998 New
RCAG
321
Rehmann Capital Advisory Group
Michigan
$118K +$23.7K +2,838 +26%
LCM
322
Logan Capital Management
Pennsylvania
$118K
PFPT
323
Pinnacle Financial Partners (Tennessee)
Tennessee
$117K -$15.7K -1,874 -12%
FHA
324
First Horizon Advisors
Tennessee
$115K -$1.95K -233 -2%
GWM
325
Gibbs Wealth Management
Georgia
$114K +$113K +13,483 New