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Name Holding Trade Value Shares
Change
Change in
Stake
BL
676
Balentine LLC
Georgia
$335K +$119K +366 +66%
VIA
677
Vident Investment Advisory
Georgia
$333K -$300K -922 -50%
KWM
678
Kolinsky Wealth Management
New Jersey
$333K -$3.25K -10 -1%
NGM
679
North Growth Management
British Columbia, Canada
$329K +$325K +1,000 New
AWM
680
Avondale Wealth Management
Texas
$325K +$11.7K +36 +4%
CF
681
Centaurus Financial
California
$322K +$146K +449 +103%
AO
682
Advisor OS
Illinois
$321K -$557K -1,711 -66%
SIA
683
SkyView Investment Advisors
New Jersey
$320K -$6.72M -20,655 -96%
ZB
684
Zions Bancorporation
Utah
$319K +$3.25K +10 +1%
BFS
685
Bradley Foster & Sargent
Connecticut
$319K +$64.4K +198 +29%
Cerity Partners
686
Cerity Partners
New York
$314K -$242K -745 -46%
OIA
687
OneDigital Investment Advisors
Kansas
$312K -$58.6K -180 -17%
AAMC
688
Asset Allocation & Management Company
Illinois
$310K
PGCM
689
Prescott Group Capital Management
Oklahoma
$310K
PFS
690
Prospera Financial Services
Texas
$309K -$1.67M -5,129 -86%
CA
691
Clearstead Advisors
Ohio
$306K +$9.76K +30 +4%
ATC
692
Argent Trust Co
Tennessee
$305K +$43K +132 +19%
V
693
Veritable
Delaware
$303K -$65.1K -200 -19%
PA
694
Pinnacle Associates
New York
$301K -$130K -400 -33%
MS
695
Mizuho Securities
Japan
$300K +$221K +680 +486%
RFA
696
Resurgent Financial Advisors
Georgia
$300K +$267K +821 New
IIM
697
Ipswich Investment Management
Massachusetts
$297K
AA
698
Ancora Advisors
Ohio
$297K +$8.14K +25 +3%
CAAS
699
Capital Asset Advisory Services
Michigan
$297K +$265K +813 New
PWM
700
Perigon Wealth Management
California
$295K +$263K +808 New