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Name Holding Trade Value Shares
Change
Change in
Stake
MS
1926
Maven Securities
Jersey
$603K +$316K +913 +119%
BWM
1927
Bulltick Wealth Management
Florida
$603K +$215K +621 +59%
SWA
1928
Stratos Wealth Advisors
Ohio
$600K -$59.8K -173 -9%
CA
1929
Calton & Associates
Florida
$596K -$43.6K -126 -7%
Marshall Wace
1930
Marshall Wace
United Kingdom
$595K -$909K -2,628 -61%
RIM
1931
Rockbridge Investment Management
New York
$595K +$2.08K +6 +0.4%
CWS
1932
Cypress Wealth Services
California
$591K -$7.26K -21 -1%
TIM
1933
Tevis Investment Management
Texas
$591K +$569K +1,644 New
EWA
1934
ERTS Wealth Advisors
Michigan
$587K -$24.9K -72 -4%
EPWM
1935
Essex Private Wealth Management
Massachusetts
$587K -$8.99K -26 -2%
OFS
1936
Oldfather Financial Services
Nebraska
$586K +$3.8K +11 +0.7%
CB
1937
Community Bank
New York
$586K +$128K +370 +29%
LWMM
1938
Legacy Wealth Management (Mississippi)
Mississippi
$586K +$2.08K +6 +0.4%
CFSG
1939
Clark Financial Services Group
Missouri
$584K +$43.9K +127 +8%
AC
1940
Avestar Capital
New York
$584K +$149K +431 +36%
MKC
1941
M. Kraus & Co
Vermont
$583K -$3.46K -10 -0.6%
ECG
1942
Edge Capital Group
Georgia
$583K +$346 +1 +0.1%
JSL
1943
JT Stratford LLC
Georgia
$582K +$165K +477 +42%
LAS
1944
LWM Advisory Services
Florida
$582K +$560K +1,620 New
RP
1945
Riverwater Partners
Wisconsin
$582K +$560K +1,620 New
FOA
1946
Five Oceans Advisors
California
$580K +$14.5K +42 +3%
MIM
1947
Moseley Investment Management
Florida
$579K -$1.38K -4 -0.2%
CA
1948
Claro Advisors
Massachusetts
$579K +$33.5K +97 +6%
CFA
1949
Carroll Financial Associates
North Carolina
$577K -$220K -635 -28%
VWM
1950
Vigilare Wealth Management
Arizona
$577K +$346 +1 +0.1%