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Illumina

Name Holding Trade Value Shares
Change
Change in
Stake
ASN
601
Advisory Services Network
Georgia
$688K +$175K +550 +40%
BRWA
602
B. Riley Wealth Advisors
Florida
$680K -$148K -465 -20%
GFP
603
Gryphon Financial Partners
Ohio
$677K +$6.06K +19 +1%
PGFC
604
Peapack-Gladstone Financial Corp
New Jersey
$677K +$600K +1,882 New
Cerity Partners
605
Cerity Partners
New York
$674K +$75.5K +237 +14%
RIM
606
Regent Investment Management
Kentucky
$673K -$90.2K -283 -13%
PFWA
607
Paces Ferry Wealth Advisors
Georgia
$668K +$20.4K +64 +4%
CG
608
Colony Group
Massachusetts
$652K +$150K +470 +35%
RJT
609
Raymond James Trust
Florida
$651K +$84.8K +266 +17%
KA
610
Kintegral Advisory
New York
$625K
MSFS
611
Main Street Financial Solutions
Pennsylvania
$623K +$552K +1,732 New
BBI
612
Baxter Bros Inc
Connecticut
$622K -$5.74K -18 -1%
SWM
613
Segment Wealth Management
Texas
$619K +$26.1K +82 +5%
SFO
614
Standard Family Office
South Dakota
$616K +$546K +1,713 New
WI
615
WrapManager Inc
California
$613K +$543K +1,702 New
CG
616
Caprock Group
Idaho
$611K -$99.1K -311 -15%
HIIFS
617
Harel Insurance Investments & Financial Services
Israel
$608K +$24.9K +78 +17%
AIM
618
Arcadia Investment Management
Michigan
$607K -$778K -2,441 -59%
SSWM
619
Smith Salley Wealth Management
North Carolina
$599K +$319 +1 +0.1%
PAS
620
Park Avenue Securities
New York
$589K -$231K -726 -31%
ODCM
621
Old Dominion Capital Management
Virginia
$588K -$32.5K -102 -6%
JWBC
622
John W. Bristol & Co
New York
$586K +$519K +1,629 New
GDP
623
Great Diamond Partners
Maine
$585K +$49.1K +154 +10%
MIFH
624
Migdal Insurance & Financial Holdings
Israel
$575K -$797K -2,500 -61%
LIM
625
Leavell Investment Management
Alabama
$574K