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Name Holding Trade Value Shares
Change
Change in
Stake
CK
601
Cohen Klingenstein
New York
$463K -$4.57K -224 -0.8%
IAIM
602
International Assets Investment Management
Florida
$463K
SPC
603
Sigma Planning Corp
Michigan
$462K -$168K -8,236 -22%
GXJ
604
Global X Japan
Japan
$455K +$37.7K +1,848 +7%
GWMR
605
GC Wealth Management RIA
Massachusetts
$453K +$569K +27,894 New
FFM
606
Forum Financial Management
Illinois
$452K +$59.8K +2,930 +12%
SS
607
Sunbelt Securities
Texas
$451K -$27.6K -1,352 -5%
WSFS
608
Wilmington Savings Fund Society
Delaware
$451K -$200K -9,814 -26%
GRP
609
Global Retirement Partners
California
$449K -$386K -18,887 -41%
IFG
610
Independent Financial Group
California
$447K +$563K +27,557 New
SAA
611
Southeast Asset Advisors
Georgia
$447K -$117K -5,715 -17%
SFI
612
Siemens Fonds Invest
Germany
$442K
WC
613
Waterloo Capital
Texas
$440K -$13.3K -651 -2%
SBH
614
Segall Bryant & Hamill
Illinois
$436K
CCT
615
Chemung Canal Trust
New York
$436K -$57.7K -2,826 -10%
EAM
616
Eventide Asset Management
Massachusetts
$434K -$159K -7,774 -23%
CBA
617
Coastal Bridge Advisors
Connecticut
$424K -$1.18M -57,988 -69%
VI
618
Versor Investments
New York
$422K +$14.6K +716 +3%
Wolverine Trading
619
Wolverine Trading
Illinois
$420K -$361K -17,688 -41%
RSWM
620
Robertson Stephens Wealth Management
California
$418K +$526K +25,777 New
LIM
621
Longfellow Investment Management
Massachusetts
$418K +$524K +25,662 +32,078%
MW
622
MBL Wealth
North Carolina
$415K +$522K +25,565 New
A
623
AlphaQuest
New York
$413K +$273K +13,386 +111%
AWM
624
Apollon Wealth Management
South Carolina
$412K +$233K +11,426 +82%
CCM
625
Coldstream Capital Management
Washington
$411K -$203K -9,961 -28%