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Name Holding Trade Value Shares
Change
Change in
Stake
TSS
2226
Two Sigma Securities
New York
$439K -$496K -8,321 -55%
DWM
2227
Defined Wealth Management
Oregon
$438K – – –
AIA
2228
Avalon Investment & Advisory
Texas
$437K -$17.5M -294,146 -98%
SWM
2229
Segment Wealth Management
Texas
$437K +$14K +235 +4%
FFS
2230
Founders Financial Securities
Maryland
$437K +$25.2K +423 +7%
WP
2231
WealthShield Partners
North Carolina
$436K -$233K -3,910 -36%
FDCC
2232
Foster Dykema Cabot & Co
Massachusetts
$435K -$41.7K -700 -9%
RHJA
2233
Rice Hall James & Associates
California
$435K – – –
S
2234
swisspartners
Liechtenstein
$434K +$6.67K +112 +2%
GAB
2235
German American Bancorp
Indiana
$433K +$42.2K +708 +12%
TPW
2236
TL Private Wealth
Texas
$432K -$5.48K -92 -1%
GA
2237
GoalVest Advisory
New York
$431K -$110K -1,849 -22%
RIS
2238
Retirement Income Solutions
Michigan
$431K – – –
TFO
2239
Tarbox Family Office
California
$430K +$18.2K +305 +5%
Pzena Investment Management
2240
Pzena Investment Management
New York
$427K +$397K +6,665 New
CWP
2241
Capital Wealth Planning
Florida
$425K -$25.7K -432 -6%
SFS
2242
Summit Financial Strategies
Ohio
$423K – – –
HWMA
2243
Heritage Wealth Management (Arizona)
Arizona
$423K +$394K +6,612 New
JAFL
2244
Jay A. Fishman Ltd
Michigan
$422K -$52.2K -876 -12%
CWM
2245
Calamos Wealth Management
Illinois
$422K +$38.5K +646 +11%
QSS
2246
Quantitative Systematic Strategies
Florida
$421K +$392K +6,580 New
DW
2247
Domani Wealth
Pennsylvania
$420K – – –
MLFP
2248
MPS Loria Financial Planners
Illinois
$419K -$8.28K -139 -2%
BONST
2249
Bank of Nova Scotia Trust
Ontario, Canada
$419K +$358 +6 +0.1%
DA
2250
DSC Advisors
Illinois
$418K +$389K +6,527 New