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Name Holding Trade Value Shares
Change
Change in
Stake
EWM
676
EPG Wealth Management
Georgia
$335K +$33.8K +104 +13%
Balentine LLC
677
Balentine LLC
Georgia
$335K +$119K +366 +66%
Vident Investment Advisory
678
Vident Investment Advisory
Georgia
$333K -$300K -922 -50%
KWM
679
Kolinsky Wealth Management
New Jersey
$333K -$3.26K -10 -1%
North Growth Management
680
North Growth Management
British Columbia, Canada
$329K +$325K +1,000 New
AWM
681
Avondale Wealth Management
Texas
$325K +$11.7K +36 +4%
Centaurus Financial
682
Centaurus Financial
California
$322K +$146K +449 +103%
AO
683
Advisor OS
Illinois
$321K -$557K -1,711 -66%
SIA
684
SkyView Investment Advisors
New Jersey
$320K -$6.72M -20,655 -96%
Zions Bancorporation
685
Zions Bancorporation
Utah
$319K +$3.26K +10 +1%
Bradley Foster & Sargent
686
Bradley Foster & Sargent
Connecticut
$319K +$64.4K +198 +29%
Cerity Partners
687
Cerity Partners
New York
$314K -$242K -745 -46%
OneDigital Investment Advisors
688
OneDigital Investment Advisors
Kansas
$312K -$58.6K -180 -17%
AAMC
689
Asset Allocation & Management Company
Illinois
$310K – – –
PGCM
690
Prescott Group Capital Management
Oklahoma
$310K – – –
Prospera Financial Services
691
Prospera Financial Services
Texas
$309K -$1.67M -5,129 -86%
Clearstead Advisors
692
Clearstead Advisors
Ohio
$306K +$9.8K +30 +4%
Argent Trust Co
693
Argent Trust Co
Tennessee
$305K +$43K +132 +19%
Veritable
694
Veritable
Delaware
$303K -$65.1K -200 -19%
Pinnacle Associates
695
Pinnacle Associates
New York
$301K -$130K -400 -33%
MS
696
Mizuho Securities
Japan
$300K +$221K +680 +486%
RFA
697
Resurgent Financial Advisors
Georgia
$300K +$267K +821 New
IIM
698
Ipswich Investment Management
Massachusetts
$297K – – –
Ancora Advisors
699
Ancora Advisors
Ohio
$297K +$8.14K +25 +3%
Capital Asset Advisory Services
700
Capital Asset Advisory Services
Michigan
$297K +$265K +813 New