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Name Holding Trade Value Shares
Change
Change in
Stake
Sequoia Financial Advisors
351
Sequoia Financial Advisors
Ohio
$894K +$518K +1,077 +233%
SG Americas Securities
352
SG Americas Securities
New York
$890K -$7.04M -14,624 -91%
RI
353
Ridgewood Investments
New Jersey
$884K -$67.4K -140 -8%
GPA
354
Guerra Pan Advisors
New Jersey
$883K +$5.77K +12 +0.8%
AWM
355
Avitas Wealth Management
California
$882K +$19.7K +41 +3%
WCM Investment Management
356
WCM Investment Management
California
$881K +$719K +1,495 New
AAG
357
Armstrong Advisory Group
Massachusetts
$866K – – –
TCM
358
Twin Capital Management
Pennsylvania
$857K +$481 +1 +0.1%
WBC
359
Westpac Banking Corp
Australia
$850K -$62.1K -129 -8%
Bank of Nova Scotia
360
Bank of Nova Scotia
Ontario, Canada
$842K +$698K +1,450 New
JWS
361
Juncture Wealth Strategies
Arizona
$832K -$263K -547 -28%
Park Avenue Securities
362
Park Avenue Securities
New York
$829K +$7.22K +15 +1%
DCM
363
DGS Capital Management
New Jersey
$828K -$1.92K -4 -0.3%
VFA
364
Values First Advisors
Tennessee
$828K +$7.7K +16 +1%
KA
365
Kovack Advisors
Florida
$819K +$4.81K +10 +0.7%
DIM
366
DC Investments Management
Virginia
$813K – – –
FTDI
367
First Trust Direct Indexing
Massachusetts
$809K +$189K +393 +39%
LA
368
Legacy Advisors
Pennsylvania
$803K +$1.92K +4 +0.3%
FHB
369
First Hawaiian Bank
Hawaii
$801K -$88.5K -184 -12%
Tokio Marine Asset Management
370
Tokio Marine Asset Management
Japan
$792K +$39.9K +83 +6%
GW & Wade
371
GW & Wade
Massachusetts
$776K – – –
AWM
372
Aviso Wealth Management
Washington
$774K +$642K +1,334 New
IEQ Capital
373
IEQ Capital
California
$770K -$93.3K -194 -13%
WFC
374
Western Financial Corp
California
$769K +$19.7K +41 +3%
CIBC World Markets
375
CIBC World Markets
New York
$769K +$637K +1,324 New