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Name Holding Trade Value Shares
Change
Change in
Stake
PA
126
Procyon Advisors
Connecticut
$230K +$239K +18,562 New
LCM
127
Lattice Capital Management
Washington
$219K – – –
A
128
AlphaQuest
New York
$218K +$227K +17,612 New
AIP
129
Ameritas Investment Partners
Nebraska
$206K +$8.63K +669 +4%
AB
130
Amalgamated Bank
New York
$192K -$21K -1,630 -10%
AIM
131
Aquila Investment Management
New York
$186K -$322K -25,000 -63%
IIA
132
IPG Investment Advisors
California
$175K -$48.4K -3,750 -21%
PWS
133
Precision Wealth Strategies
Missouri
$174K +$50.4K +3,909 +39%
AGM
134
Alpine Global Management
New York
$173K -$77.4K -5,999 -30%
TI
135
Tidal Investments
Wisconsin
$169K +$176K +13,634 New
Creative Planning
136
Creative Planning
Kansas
$164K +$33.3K +2,579 +24%
CF
137
Cantor Fitzgerald
New York
$162K -$141K -10,900 -45%
B
138
Bailard
California
$156K – – –
BRWA
139
B. Riley Wealth Advisors
Florida
$153K -$374K -29,000 -70%
DWP
140
Daymark Wealth Partners
Ohio
$149K +$155K +12,000 New
BP
141
BBR Partners
New York
$148K – – –
Prudential Financial
142
Prudential Financial
New Jersey
$147K +$3.61K +280 +2%
EP
143
Edgestream Partners
New Jersey
$146K +$152K +11,758 New
Mariner
144
Mariner
Kansas
$144K -$12.4K -960 -8%
FFS
145
Founders Financial Securities
Maryland
$141K – – –
PHWM
146
Pine Harbor Wealth Management
Maryland
$139K +$144K +11,191 New
KFGK
147
Keystone Financial Group (Kentucky)
Kentucky
$136K +$142K +11,000 New
WPC
148
Wedmont Private Capital
Pennsylvania
$127K – – –
LFAS
149
Level Four Advisory Services
Texas
$126K – – –
APW
150
Aurora Private Wealth
New Jersey
$125K – – –