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Name Holding Trade Value Shares
Change
Change in
Stake
CC
201
Callan Capital
California
$393K +$861 +53 +0.2%
GCM
202
Gallacher Capital Management
Colorado
$391K +$17.4K +1,072 +4%
SP
203
SIH Partners
Delaware
$389K +$403K +24,800 New
IC
204
IEQ Capital
California
$387K -$23K -1,417 -5%
WA
205
Wealthstar Advisors
Texas
$379K +$393K +24,203 New
Cambridge Investment Research Advisors
206
Cambridge Investment Research Advisors
Iowa
$377K -$261K -16,035 -40%
DC
207
Davenport & Co
Virginia
$375K +$27.2K +1,673 +8%
Russell Investments Group
208
Russell Investments Group
United Kingdom
$373K -$6.73K -414 -2%
JWM
209
Jeppson Wealth Management
California
$373K -$1.22K -75 -0.3%
OIA
210
OneDigital Investment Advisors
Kansas
$372K +$17.2K +1,059 +5%
GT
211
Glenmede Trust
Pennsylvania
$370K -$46.7K -2,876 -11%
BCM
212
Bayesian Capital Management
New York
$368K +$382K +23,488 New
PA
213
Profund Advisors
Maryland
$363K -$84.9K -5,227 -18%
GC
214
Guggenheim Capital
Illinois
$356K +$66.2K +4,076 +22%
LFA
215
Legacy Financial Advisors
Kentucky
$356K -$42.1K -2,589 -10%
SAM
216
Smartleaf Asset Management
Massachusetts
$353K +$160K +9,819 +77%
Lido Advisors
217
Lido Advisors
California
$353K +$49.6K +3,049 +16%
AIM
218
Aigen Investment Management
New York
$350K +$363K +22,350 New
CCM
219
Coldstream Capital Management
Washington
$348K +$41.7K +2,567 +13%
GM
220
GeoWealth Management
Illinois
$343K -$26K -1,597 -7%
DI
221
Diligent Investors
California
$340K +$6.5K +400 +2%
Northwestern Mutual Wealth Management
222
Northwestern Mutual Wealth Management
Wisconsin
$340K +$182K +11,214 +107%
RCAG
223
Rehmann Capital Advisory Group
Michigan
$339K +$100K +6,161 +40%
SCA
224
Snowden Capital Advisors
New York
$332K +$439 +27 +0.1%
SC
225
Scotia Capital
Ontario, Canada
$330K -$3.09M -190,401 -90%