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Name Holding Trade Value Shares
Change
Change in
Stake
GC
601
Globeflex Capital
California
$230K – – –
LCWP
602
Legacy Capital Wealth Partners
Arkansas
$227K +$211K +1,457 New
WAL
603
W Advisors LLC
Tennessee
$226K +$209K +1,448 New
CSP
604
Cary Street Partners
Virginia
$225K +$79.8K +552 +62%
PA
605
Procyon Advisors
Connecticut
$225K +$209K +1,444 New
PA
606
Parallel Advisors
California
$225K -$20.8K -144 -9%
SWTS
607
Stonehaven Wealth & Tax Solutions
Wisconsin
$223K +$206K +1,427 New
JPWM
608
Jamison Private Wealth Management
Georgia
$222K +$206K +1,426 New
AWM
609
AE Wealth Management
Kansas
$222K +$205K +1,421 New
SCA
610
Snowden Capital Advisors
New York
$221K +$205K +1,419 New
OAS
611
Optivise Advisory Services
Tennessee
$218K +$202K +1,395 New
CA
612
CoreCap Advisors
Michigan
$216K +$156K +1,081 +358%
Rafferty Asset Management
613
Rafferty Asset Management
New York
$214K +$198K +1,372 New
MBTD
614
Mechanics Bank - Trust Department
California
$214K +$198K +1,370 New
WF
615
WealthPoint Financial
North Carolina
$214K +$198K +1,369 New
MTIC
616
Missouri Trust & Investment Company
Missouri
$213K -$8.68K -60 -4%
BFS
617
Bradley Foster & Sargent
Connecticut
$212K +$196K +1,359 New
RWM
618
Ritholtz Wealth Management
New York
$211K +$196K +1,355 New
SDWIA
619
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$210K +$195K +1,346 New
PWM
620
Perigon Wealth Management
California
$209K +$194K +1,340 New
IWM
621
IHT Wealth Management
Illinois
$208K -$179K -1,239 -48%
VA
622
Vident Advisory
Georgia
$207K +$192K +1,325 New
GC
623
Guggenheim Capital
Illinois
$206K +$191K +1,320 New
PAIM
624
Punch & Associates Investment Management
Minnesota
$204K -$45.5K -315 -19%
AGWCA
625
Annis Gardner Whiting Capital Advisors
Florida
$203K – – –