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Illumina

Name Holding Trade Value Shares
Change
Change in
Stake
DI
876
DFPG Investments
Utah
$228K +$34.5K +75 +15%
MWM
877
Mission Wealth Management
California
$227K -$12.4K -27 -4%
FTDI
878
First Trust Direct Indexing
Massachusetts
$227K +$6.44K +14 +2%
HCMG
879
Howard Capital Management Group
California
$226K – – –
LDB
880
Lee, Danner & Bass
Tennessee
$226K – – –
MFG
881
Magnus Financial Group
New York
$226K +$460 +1 +0.2%
SFA
882
Sequoia Financial Advisors
Ohio
$225K -$60.2K -131 -19%
SWM
883
Spire Wealth Management
Virginia
$225K -$1.84K -4 -0.7%
EL
884
Essex LLC
Illinois
$225K +$263K +571 New
MC
885
Miramar Capital
Illinois
$223K – – –
OCM
886
Orion Capital Management
California
$221K – – –
IC
887
Inscription Capital
Texas
$220K +$256K +557 New
OIA
888
OneDigital Investment Advisors
Kansas
$218K -$133K -290 -34%
BHWM
889
Bar Harbor Wealth Management
New Hampshire
$216K – – –
DWM
890
Doyle Wealth Management
Florida
$216K +$28.5K +62 +13%
DWT
891
Dorsey & Whitney Trust
South Dakota
$213K -$25.3K -55 -9%
GVAG
892
Great Valley Advisor Group
Delaware
$211K – – –
GD
893
Grandfield & Dodd
New York
$210K – – –
HWMA
894
Heritage Wealth Management (Arizona)
Arizona
$209K -$23.5K -51 -9%
BP
895
Ballentine Partners
Massachusetts
$209K +$3.68K +8 +2%
MA
896
Mutual Advisors
Nebraska
$209K +$39.1K +85 +19%
LWP
897
Legacy Wealth Planning
Nevada
$208K – – –
WFI
898
West Family Investments
California
$208K – – –
BL
899
Balentine LLC
Georgia
$207K +$460 +1 +0.2%
QT
900
Quantamental Technologies
New York
$203K -$189K -411 -44%