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Name Holding Trade Value Shares
Change
Change in
Stake
BRWA
401
B. Riley Wealth Advisors
Florida
$523K +$79.5K +4,432 +17%
GI
402
GAMMA Investing
California
$521K +$102K +5,687 +23%
PAS
403
Park Avenue Securities
New York
$517K +$135K +7,497 +33%
LCM
404
Logan Capital Management
Pennsylvania
$514K – – –
GFA
405
Gifford Fong Associates
California
$514K – – –
SPIA
406
Steward Partners Investment Advisory
New York
$512K +$31.9K +1,775 +6%
BPC
407
Bryce Point Capital
New York
$508K +$531K +29,613 New
TC
408
TwinBeech Capital
New York
$506K +$530K +29,515 New
Capstone Investment Advisors
409
Capstone Investment Advisors
New York
$504K +$328K +18,292 +164%
VT
410
Vise Technologies
New York
$498K +$177K +9,864 +51%
GS
411
GTS Securities
Florida
$487K +$141K +7,881 +38%
IC
412
IEQ Capital
California
$486K -$825K -45,991 -62%
IFWM
413
Institute for Wealth Management
Colorado
$483K – – –
DWM
414
Dakota Wealth Management
Florida
$481K +$161 +9 +0%
AC
415
Allstate Corporation
Illinois
$481K +$503K +28,057 New
ORC
416
O'Rourke & Company
Massachusetts
$478K -$48.4K -2,697 -9%
HFM
417
Hartford Financial Management
Connecticut
$478K – – –
BJL
418
Brighton Jones LLC
Washington
$476K +$498K +27,767 New
1SB
419
1ST Source Bank
Indiana
$474K -$58.5K -3,262 -11%
SAM
420
Shell Asset Management
Netherlands
$469K -$13.1K -729 -3%
Vontobel Holding
421
Vontobel Holding
Switzerland
$463K -$121K -6,720 -20%
AWM
422
Apollon Wealth Management
South Carolina
$462K +$41.3K +2,303 +9%
OTL
423
Oak Thistle LLC
New York
$460K -$176K -9,796 -27%
FAIM
424
Financial Advocates Investment Management
Washington
$460K -$1K -56 -0.2%
SAM
425
Storebrand Asset Management
Norway
$448K +$15.5K +863 +3%