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Name Holding Trade Value Shares
Change
Change in
Stake
PI
451
PFG Investments
New York
$295K +$335K +2,768 New
FGP
452
Freestone Grove Partners
California
$294K +$333K +2,754 New
WHG
453
Westwood Holdings Group
Texas
$289K +$328K +2,707 New
GRP
454
Global Retirement Partners
California
$288K +$327K +2,702 New
VC
455
VarCov Co
Connecticut
$280K +$118K +975 +59%
AHL
456
Abel Hall LLC
Louisiana
$274K -$63.5K -524 -17%
Nisa Investment Advisors
457
Nisa Investment Advisors
Missouri
$271K -$1.32M -10,902 -81%
SWM
458
Scissortail Wealth Management
Oklahoma
$267K
DAM
459
DLD Asset Management
New York
$267K +$303K +2,500 New
GCIA
460
Gabelli & Co Investment Advisers
New York
$267K +$303K +2,500 New
AA
461
ALPS Advisors
Colorado
$265K +$301K +2,486 New
LOAMS
462
Lombard Odier Asset Management (Switzerland)
Switzerland
$259K -$239K -1,971 -45%
IB
463
Intrust Bank
Kansas
$253K -$139K -1,148 -33%
VFA
464
Values First Advisors
Tennessee
$251K +$18K +149 +7%
FFA
465
Farther Finance Advisors
California
$247K +$18.8K +155 +7%
CPIG
466
Chicago Partners Investment Group
Illinois
$244K +$276K +2,276 New
UCFA
467
United Capital Financial Advisors
Texas
$244K -$202K -1,670 -42%
LNWTC
468
Laird Norton Wetherby Trust Company
Washington
$242K -$129K -1,068 -32%
Commonwealth Equity Services
469
Commonwealth Equity Services
Massachusetts
$242K -$420K -3,471 -61%
EPW
470
Evolve Private Wealth
California
$240K +$272K +2,249 New
SFS
471
Sowell Financial Services
Arkansas
$237K -$4.84K -40 -2%
AFG
472
Atomi Financial Group
New York
$233K -$3.11M -25,678 -92%
Envestnet Portfolio Solutions
473
Envestnet Portfolio Solutions
Illinois
$232K +$9.69K +80 +4%
PA
474
Parallel Advisors
California
$230K -$16.1K -133 -6%
KWM
475
Kingsview Wealth Management
Oregon
$229K +$7.02K +58 +3%