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Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
601
AssetMark Inc
California
$249K +$155K +5,348 +144%
TCM
602
Traynor Capital Management
Pennsylvania
$247K – – –
NA
603
NewEdge Advisors
Louisiana
$244K +$258K +8,888 New
BFEC
604
Benjamin F. Edwards & Company
Missouri
$242K -$74.7K -2,573 -23%
CCM
605
Covington Capital Management
California
$242K – – –
QI
606
Qtron Investments
Massachusetts
$241K +$254K +8,768 New
PWW
607
Pettyjohn Wood & White
Virginia
$240K -$11.6K -400 -4%
W
608
Wealthquest
Ohio
$237K +$251K +8,643 New
BRWA
609
B. Riley Wealth Advisors
Florida
$234K -$4.58K -158 -2%
DSI
610
Daiwa SB Investments
Japan
$232K +$245K +8,440 New
FNT
611
First National Trust
Pennsylvania
$231K -$10.3K -354 -4%
BCMO
612
Buckingham Capital Management (Ohio)
Ohio
$231K +$244K +8,393 New
GCM
613
Gables Capital Management
Florida
$230K -$54.4K -1,875 -18%
GAMC
614
Garner Asset Management Corp
Texas
$229K -$1.45M -50,000 -86%
EAM
615
Evanson Asset Management
California
$228K +$31K +1,067 +15%
Cetera Investment Advisers
616
Cetera Investment Advisers
Illinois
$227K +$238K +8,198 New
MWM
617
Merriman Wealth Management
Washington
$226K – – –
SHWM
618
Smith & Howard Wealth Management
Georgia
$223K +$235K +8,104 New
PA
619
Parallel Advisors
California
$221K +$22.5K +775 +11%
LCM
620
Landscape Capital Management
New Jersey
$220K -$1.19M -40,946 -84%
APP
621
Avantax Planning Partners
Iowa
$217K -$7.37K -254 -3%
AIM
622
Axiom Investment Management
New York
$217K +$229K +7,887 New
HAG
623
HighPoint Advisor Group
Illinois
$215K -$7.69K -265 -4%
LC
624
LCNB Corp
Ohio
$214K +$226K +7,785 New
AF
625
Advisornet Financial
Minnesota
$211K +$38.6K +1,330 +21%