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Name Holding Trade Value Shares
Change
Change in
Stake
CFCI
501
Comprehensive Financial Consultants Institutional
Indiana
$999K +$101K +426 +10%
KA
502
Kintegral Advisory
New York
$998K +$22.7K +96 +2%
PA
503
PFG Advisors
Arizona
$995K +$632K +2,668 +163%
BRWA
504
B. Riley Wealth Advisors
Florida
$981K -$134K -567 -12%
LOIM
505
Liberty One Investment Management
Illinois
$974K -$25.1K -106 -2%
LWANC
506
Laurel Wealth Advisors (North Carolina)
North Carolina
$968K +$7.11K +30 +0.7%
OQS
507
Occudo Quantitative Strategies
Florida
$948K +$971K +4,101 New
SXL
508
Summit X LLC
Missouri
$946K +$22.3K +94 +2%
NIMI
509
Natixis Investment Managers International
France
$931K
FHA
510
First Horizon Advisors
Tennessee
$931K +$667K +2,815 +232%
ATPW
511
Ashton Thomas Private Wealth
Arizona
$921K -$65.6K -277 -6%
LNC
512
Lincoln National Corp
Pennsylvania
$901K +$101K +428 +12%
SCA
513
Snowden Capital Advisors
New York
$900K -$6.81M -28,770 -88%
RCM
514
Ratan Capital Management
Florida
$888K
Creative Planning
515
Creative Planning
Kansas
$876K +$136K +574 +18%
BMCM
516
Burns Matteson Capital Management
New York
$873K +$75.8K +320 +9%
IWA
517
IVC Wealth Advisors
Pennsylvania
$870K
Wealthfront Advisers
518
Wealthfront Advisers
California
$848K +$172K +728 +25%
UCB
519
United Community Bank
South Carolina
$847K +$5.92K +25 +0.7%
PFO
520
Pathstone Family Office
New Jersey
$845K -$497K -2,097 -36%
TWC
521
TD Waterhouse Canada
Ontario, Canada
$844K -$35K -148 -4%
BIM
522
Baldwin Investment Management
Pennsylvania
$842K -$13.7K -58 -2%
PFGIA
523
Patriot Financial Group Insurance Agency
Massachusetts
$841K +$108K +457 +14%
LRPA
524
L. Roy Papp & Associates
Arizona
$838K +$71.8K +303 +9%
IIM
525
Intact Investment Management
Quebec, Canada
$832K +$284K +1,200 +50%