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Name Holding Trade Value Shares
Change
Change in
Stake
ORG
651
Optimist Retirement Group
Washington
$2.45M -$250K -3,380 -10%
JWA
652
JFS Wealth Advisors
Pennsylvania
$2.45M -$739 -10 -0%
FFWA
653
FRG Family Wealth Advisors
Washington
$2.44M
SIA
654
Strategic Investment Advisors
Michigan
$2.43M -$272K -3,680 -11%
SFM
655
Signet Financial Management
New Jersey
$2.42M -$230K -3,110 -10%
HWMA
656
Heritage Wealth Management (Arizona)
Arizona
$2.42M -$361K -4,880 -14%
HFO
657
Heritage Family Offices
Arizona
$2.42M +$2.17M +29,340 New
CCS
658
Concentric Capital Strategies
Connecticut
$2.41M -$3.19M -43,190 -60%
LAM
659
L2 Asset Management
Massachusetts
$2.4M -$1.41M -19,090 -40%
TPM
660
Triasima Portfolio Management
Quebec, Canada
$2.37M +$2.96K +40 +0.1%
HNB
661
Hilltop National Bank
Wyoming
$2.36M -$68K -920 -3%
WI
662
Wahed Invest
New York
$2.36M +$139K +1,880 +7%
PP
663
PDT Partners
New York
$2.31M -$1.7M -23,000 -45%
Nomura Holdings
664
Nomura Holdings
Japan
$2.29M +$90.9K +1,230 +5%
CPWA
665
Cerro Pacific Wealth Advisors
California
$2.27M +$2.03M +27,500 New
PS
666
Principal Securities
Iowa
$2.26M +$532K +7,200 +36%
GL
667
Graypoint LLC
New York
$2.26M +$73.9K +1,000 +4%
CGFA
668
Colton Groome Financial Advisors
North Carolina
$2.24M +$134K +1,820 +7%
PS
669
Pensionfund Sabic
Netherlands
$2.23M
LC
670
Lindbrook Capital
California
$2.21M +$85K +1,150 +4%
LA
671
Lindenwold Advisors
Pennsylvania
$2.2M -$17K -230 -0.9%
AAM
672
Ascension Asset Management
New York
$2.19M
NP
673
NorthRock Partners
Minnesota
$2.18M +$87.2K +1,180 +5%
WFC
674
Western Financial Corp
California
$2.16M +$862K +11,670 +81%
SA
675
SRN Advisors
Pennsylvania
$2.13M