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Moody's

Name Holding Trade Value Shares
Change
Change in
Stake
Leonteq Securities AG
826
Leonteq Securities AG
Switzerland
$245K +$92.1K +274 +61%
Avantax Advisory Services
827
Avantax Advisory Services
Texas
$244K +$23.2K +69 +10%
IHL
828
Investment House LLC
California
$243K – – –
GA
829
Geller Advisors
New York
$243K +$22.5K +67 +10%
HPWM
830
Highland Private Wealth Management
Washington
$241K +$15.5K +46 +7%
Brookstone Capital Management
831
Brookstone Capital Management
Illinois
$241K +$48.8K +145 +25%
WKSWA
832
White Knight Strategic Wealth Advisors
New Jersey
$240K +$3.36K +10 +1%
RTC
833
Riverview Trust Company
Washington
$239K +$37.3K +111 +19%
FFG
834
Fortem Financial Group
California
$238K -$1.93M -5,749 -89%
MAG
835
Mayfair Advisory Group
Alabama
$238K – – –
MLA
836
My Legacy Advisors
Oregon
$237K +$236K +702 New
Pendal Group
837
Pendal Group
Australia
$236K -$1.65M -4,911 -88%
Orion Portfolio Solutions
838
Orion Portfolio Solutions
Nebraska
$236K +$31.3K +93 +15%
AG
839
Ascent Group
Virginia
$233K +$233K +692 New
GIA
840
Guyasuta Investment Advisors
Pennsylvania
$231K – – –
WP
841
WMS Partners
Maryland
$227K -$709K -2,108 -76%
Associated Banc-Corp
842
Associated Banc-Corp
Wisconsin
$227K – – –
Clifford Swan Investment Counsel
843
Clifford Swan Investment Counsel
California
$227K – – –
FAT
844
First American Trust
California
$225K -$16.5K -49 -7%
LHC
845
Little House Capital
Massachusetts
$223K -$6.73K -20 -3%
CT
846
Caldwell Trust
Florida
$223K – – –
FFA
847
First Foundation Advisors
California
$222K +$10.1K +30 +5%
Putnam Investments
848
Putnam Investments
Massachusetts
$221K -$9.08K -27 -4%
TC
849
TAP Consulting
Missouri
$220K +$673 +2 +0.3%
SIA
850
Schechter Investment Advisors
Michigan
$220K +$18.2K +54 +9%