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Illumina

Name Holding Trade Value Shares
Change
Change in
Stake
BWL
701
Bogart Wealth LLC
Virginia
$228K +$15.2K +50 +8%
WANY
702
Wealthspire Advisors (New York)
New York
$227K +$213K +704 New
GWM
703
Greenwich Wealth Management
Connecticut
$221K -$12.7K -42 -6%
TFO
704
Tarbox Family Office
California
$220K – – –
LWP
705
Legacy Wealth Planning
Nevada
$220K +$206K +681 New
GIA
706
Gladstone Institutional Advisory
Florida
$217K -$105K -345 -34%
PA
707
Pinnacle Associates
New York
$217K +$203K +671 New
VC
708
Veracity Capital
Georgia
$217K +$204K +672 New
CAN
709
Claraphi Advisory Network
United States
$216K -$21.2K -70 -9%
FFA
710
First Foundation Advisors
California
$216K -$15.8K -52 -7%
CA
711
Cetera Advisors
Colorado
$216K -$10K -33 -5%
PHK
712
Point72 Hong Kong
Hong Kong
$215K +$202K +667 New
SBSB
713
Sullivan, Bruyette, Speros & Blaney
Virginia
$212K – – –
CAM
714
Cresset Asset Management
Illinois
$212K +$199K +658 New
PAMG
715
Patton Albertson Miller Group
Tennessee
$211K -$39.7K -131 -17%
BDF
716
Balasa Dinverno & Foltz
$211K +$198K +653 New
THWM
717
Taylor Hoffman Wealth Management
Virginia
$210K – – –
RFM
718
Royal Fund Management
Florida
$208K +$53K +175 +37%
BRWA
719
B. Riley Wealth Advisors
Florida
$205K +$192K +633 New
OWA
720
One Wealth Advisors
California
$205K +$192K +634 New
CIA
721
Choate Investment Advisors
Massachusetts
$204K -$257K -848 -57%
BP
722
Ballentine Partners
Massachusetts
$204K +$192K +634 New
BAM
723
Belpointe Asset Management
Nevada
$201K +$85.5K +282 +82%
Cetera Investment Advisers
724
Cetera Investment Advisers
Illinois
$200K +$186K +613 New
CFA
725
Carroll Financial Associates
North Carolina
$195K +$183K +604 New