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Name Holding Trade Value Shares
Change
Change in
Stake
CFFP
676
Center for Financial Planning
Michigan
$262K +$7.32K +29 +3%
KPW
677
Kore Private Wealth
New York
$260K +$63.4K +251 +30%
PNAA
678
Pictet North America Advisors
Switzerland
$259K +$22.7K +90 +9%
AFAS
679
Acorn Financial Advisory Services
Virginia
$252K +$17.4K +69 +7%
TWMP
680
Taylor Wealth Management Partners
Massachusetts
$252K +$54.5K +216 +26%
FGAM
681
Financial Gravity Asset Management
Texas
$251K -$10.1K -40 -40%
PCM
682
Prelude Capital Management
New York
$250K -$595K -2,359 -69%
BFM
683
Boothbay Fund Management
New York
$249K -$2.61M -10,334 -91%
OPOWM
684
One Plus One Wealth Management
Florida
$246K
EN1L
685
Engine No 1 LLC
California
$246K +$260K +1,029 New
APA
686
American Portfolios Advisors
New York
$245K +$33.8K +134 +15%
FIM
687
Freedom Investment Management
Connecticut
$242K -$7.07K -28 -3%
AIM
688
Axiom Investment Management
New York
$241K -$252 -1 -0.1%
XT
689
XTX Topco
Cayman Islands
$240K -$291K -1,152 -53%
PCP
690
Proficio Capital Partners
Massachusetts
$240K +$5.05K +20 +2%
IA
691
Inspire Advisors
Idaho
$239K +$252K +999 New
AA
692
Ancora Advisors
Ohio
$236K +$45.9K +182 +23%
AG
693
AIA Group
Hong Kong
$233K -$2.69M -10,646 -92%
AFM
694
Andesa Financial Management
Pennsylvania
$233K -$231K -915 -48%
AWA
695
Arkadios Wealth Advisors
Georgia
$231K -$27.8K -110 -10%
Brown Advisory
696
Brown Advisory
Maryland
$226K -$32.1K -127 -12%
SS
697
Simplicity Solutions
Minnesota
$225K +$238K +941 New
CAG
698
Csenge Advisory Group
Florida
$223K +$1.01K +4 +0.4%
BFG
699
Berger Financial Group
Minnesota
$222K -$10.1K -40 -4%
EFM
700
E Fund Management
China
$218K +$230K +911 New