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Name Holding Trade Value Shares
Change
Change in
Stake
AA
1151
Acorns Advisers
California
$419K +$170K +7,545 +56%
SWA
1152
Stratos Wealth Advisors
Ohio
$418K -$456K -20,213 -49%
ACI
1153
Alpha Cubed Investments
California
$418K -$13K -576 -3%
FRA
1154
Frank Rimerman Advisors
California
$418K -$160K -7,119 -25%
HCM
1155
Howland Capital Management
Massachusetts
$417K +$8.88K +394 +2%
SWK
1156
Stephen W. Kidder
$416K -$14.7K -650 -3%
SWM
1157
Sterling Wealth Management
Illinois
$416K +$58.8K +2,610 +14%
VCP
1158
Vista Capital Partners
Oregon
$415K
SWM
1159
SeaCrest Wealth Management
New York
$414K -$17.8K -790 -4%
BW
1160
Basepoint Wealth
Iowa
$413K -$105K -4,678 -18%
AWA
1161
Aaron Wealth Advisors
Illinois
$413K +$13.8K +611 +3%
MMPW
1162
Mitchell McLeod Pugh & Williams
Alabama
$411K -$258K -11,431 -36%
IIL
1163
Insight Inv LLC
California
$409K +$49.9K +2,214 +12%
WP
1164
Westmount Partners
California
$408K -$69K -3,062 -13%
LFAS
1165
Level Four Advisory Services
Texas
$408K -$156K -6,916 -25%
BLC
1166
Brown, Lisle/Cummings
Rhode Island
$407K -$18.8K -835 -4%
KOCAA
1167
Knights of Columbus Asset Advisors
Connecticut
$406K -$473K -20,979 -51%
HWMO
1168
Heritage Wealth Management (Ohio)
Ohio
$406K -$95.7K -4,244 -17%
NLP
1169
Next Level Private
New York
$406K -$367K -16,303 -45%
MJP
1170
Michael J. Puzo
$405K -$137K -6,090 -23%
SIA
1171
Schechter Investment Advisors
Michigan
$404K +$4.62K +205 +1%
SC
1172
Searle & Co
Connecticut
$402K -$8.23K -365 -2%
GSC
1173
G&S Capital
Colorado
$402K +$361 +16 +0.1%
TC
1174
Tairen Capital
Hong Kong
$401K -$113K -5,000 -20%
1IA
1175
1834 Investment Advisors
Wisconsin
$399K -$796K -35,318 -64%