Name Holding Trade Value Shares
Change
Change in
Stake
WDA
1351
Wendell David Associates
New Hampshire
$459K -$109K -240 -18%
CPG
1352
Cornerstone Planning Group
New Jersey
$459K -$29.2K -64 -6%
GXJ
1353
Global X Japan
Japan
$459K +$66.1K +145 +15%
AO
1354
Advisor OS
Illinois
$458K -$384K -843 -44%
MA
1355
MONECO Advisors
Connecticut
$456K +$79.3K +174 +19%
AC
1356
AXQ Capital
New Jersey
$456K -$868K -1,904 -64%
MTIC
1357
Missouri Trust & Investment Company
Missouri
$452K +$54.7K +120 +13%
QL
1358
Quarry LP
New York
$449K +$14.6K +32 +3%
WB
1359
Webster Bank
Connecticut
$448K +$15.5K +34 +3%
VAS
1360
Vestmark Advisory Solutions
Massachusetts
$448K +$229K +503 +89%
SWA
1361
Sax Wealth Advisors
New Jersey
$445K -$16.4K -36 -3%
ZIC
1362
ZWJ Investment Counsel
Georgia
$443K +$12.8K +28 +3%
AFP
1363
Ausdal Financial Partners
Iowa
$443K +$113K +249 +31%
NFA
1364
Northern Financial Advisors
Michigan
$443K -$107K -234 -18%
S
1365
Sachetta
Massachusetts
$442K -$7.29K -16 -1%
GWANC
1366
Guardian Wealth Advisors (North Carolina)
North Carolina
$441K +$12.8K +28 +3%
SIS
1367
Strategic Investment Solutions
Illinois
$441K – – –
MCC
1368
Money Concepts Capital
Florida
$440K +$479K +1,052 New
CG
1369
Cynosure Group
Utah
$440K -$62.9K -138 -12%
HB
1370
HTLF Bank
Colorado
$439K -$911 -2 -0.2%
MHR
1371
Matthew Hamilton Rosenberg
$437K -$8.66K -19 -2%
C
1372
Certuity
Florida
$436K -$62.4K -137 -12%
PWM
1373
Pines Wealth Management
North Carolina
$436K +$479K +1,052 New
SIC
1374
Samalin Investment Counsel
New York
$432K – – –
KFC
1375
Klingenstein Fields & Co
New York
$432K +$911 +2 +0.2%