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Name Holding Trade Value Shares
Change
Change in
Stake
SWA
726
Serenus Wealth Advisors
California
$208K +$181K +1,000 New
Capital Markets Trading (UK)
727
Capital Markets Trading (UK)
United Kingdom
$207K +$180K +996 New
NAM
728
NorthCrest Asset Manangement
Minnesota
$206K -$125K -689 -41%
OA
729
Operose Advisors
Wisconsin
$206K – – –
OL
730
Optas LLC
Texas
$205K +$178K +985 New
DWT
731
Dorsey & Whitney Trust
South Dakota
$204K +$178K +981 New
DI
732
Diligent Investors
California
$204K +$178K +981 New
BRWA
733
B. Riley Wealth Advisors
Florida
$202K +$176K +973 New
CX Institutional
734
CX Institutional
Indiana
$202K +$112K +616 +173%
BOK Financial
735
BOK Financial
Oklahoma
$199K -$30.6K -169 -15%
WAU
736
Wellington-Altus USA
Manitoba, Canada
$197K +$172K +949 New
CFFP
737
Center for Financial Planning
Michigan
$190K +$63.4K +350 +62%
BNP Paribas
738
BNP Paribas
France
$189K – – –
AF
739
Advisornet Financial
Minnesota
$177K -$73.2K -404 -32%
Livforsakringsbolaget Skandia
740
Livforsakringsbolaget Skandia
Sweden
$176K – – –
Harel Insurance Investments & Financial Services
741
Harel Insurance Investments & Financial Services
Israel
$175K -$2.41M -13,286 -94%
Erste Asset Management
742
Erste Asset Management
Austria
$174K – – –
RS
743
Rakuten Securities
Japan
$173K -$142K -786 -49%
Arax Advisory Partners
744
Arax Advisory Partners
Colorado
$170K -$13.4K -74 -8%
PWA
745
Physician Wealth Advisors
Utah
$167K +$3.44K +19 +2%
Allworth Financial
746
Allworth Financial
California
$164K -$29K -160 -17%
HIA
747
Harbor Investment Advisory
Maryland
$155K -$248K -1,369 -65%
SM
748
STF Management
Texas
$153K -$182K -1,006 -58%
Clearstead Advisors
749
Clearstead Advisors
Ohio
$151K +$31.5K +174 +31%
GITFIT
750
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$145K – – –