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Name Holding Trade Value Shares
Change
Change in
Stake
STA
751
Summit Trail Advisors
New York
$405K +$131K +2,661 +60%
CMP
752
Coston McIsaac & Partners
Maine
$404K -$32.7K -664 -9%
Jones Financial Companies
753
Jones Financial Companies
Missouri
$403K +$7.88K +160 +2%
TAM
754
Titleist Asset Management
Texas
$401K -$167K -3,394 -33%
SFI
755
Siemens Fonds Invest
Germany
$400K -$17.3K -351 -5%
RFA
756
ROI Financial Advisors
Oregon
$400K -$3.89K -79 -1%
GA
757
Geller Advisors
New York
$399K +$52.7K +1,070 +18%
CI
758
Cigna Investments
Connecticut
$398K -$3.84K -78 -1%
DWT
759
Dorsey & Whitney Trust
South Dakota
$395K +$9.36K +190 +3%
MAS
760
Meeder Advisory Services
Ohio
$395K +$7.88K +160 +2%
BAM
761
Blueshift Asset Management
New Jersey
$394K -$87.7K -1,780 -21%
DFG
762
Demars Financial Group
Washington
$393K +$80K +1,625 +31%
PP
763
Prudential plc
United Kingdom
$392K -$1.64M -33,396 -83%
BAM
764
Belpointe Asset Management
Nevada
$390K -$335K -6,806 -50%
HWAM
765
Hennion & Walsh Asset Management
New Jersey
$387K -$527K -10,703 -61%
BFM
766
Boothbay Fund Management
New York
$384K +$331K +6,730 New
TFS
767
Thoroughbred Financial Services
Tennessee
$384K -$128K -2,599 -28%
RFN
768
RDA Financial Network
Iowa
$384K -$24.9K -505 -7%
KFGK
769
Keystone Financial Group (Kentucky)
Kentucky
$383K +$12.4K +252 +4%
NP
770
NorthRock Partners
Minnesota
$383K +$20K +407 +6%
FH
771
FWG Holdings
Florida
$383K +$6.85K +139 +2%
KI
772
Kapitalo Investimentos
Brazil
$383K -$403K -8,186 -55%
CCA
773
Checchi Capital Advisers
California
$382K -$345 -7 -0.1%
CWM
774
Compass Wealth Management
Connecticut
$380K
PI
775
PFG Investments
New York
$379K +$327K +6,630 New