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Name Holding Trade Value Shares
Change
Change in
Stake
EWA
576
EverSource Wealth Advisors
Alabama
$409K -$105K -351 -22%
FFA
577
Fi3 Financial Advisors
Indiana
$406K +$533K +1,777 New
CA
578
Clearstead Advisors
Ohio
$406K +$5.1K +17 +1%
AT
579
American Trust
Kentucky
$405K +$361K +1,205 New
LWAM
580
Legacy Wealth Asset Management
Minnesota
$404K +$83.4K +278 +30%
CFG
581
Citizens Financial Group
Rhode Island
$397K +$73.5K +245 +26%
Capstone Investment Advisors
582
Capstone Investment Advisors
New York
$394K -$341K -1,137 -49%
CIS
583
Custom Index Systems
New York
$394K +$42.3K +141 +14%
FP
584
Financial Perspectives
Minnesota
$394K
PA
585
Parallel Advisors
California
$391K +$15K +50 +4%
PCM
586
Princeton Capital Management
New Jersey
$385K -$41.4K -138 -11%
SIA
587
SeaBridge Investment Advisors
New Jersey
$384K +$22.2K +74 +7%
SFI
588
Siemens Fonds Invest
Germany
$382K -$1.5K -5 -0.4%
EFG
589
Everhart Financial Group
Ohio
$381K +$340K +1,134 New
MNBTD
590
Moody National Bank Trust Division
Texas
$377K +$10.2K +34 +3%
AC
591
AlphaCore Capital
California
$369K +$330K +1,100 New
WPC
592
Wedmont Private Capital
Pennsylvania
$365K +$37.8K +126 +13%
VWM
593
Venturi Wealth Management
Texas
$365K +$326K +1,086 New
TWC
594
TD Waterhouse Canada
Ontario, Canada
$360K -$11.4K -38 -4%
MGIA
595
Moneta Group Investment Advisors
Missouri
$360K +$9K +30 +3%
QF
596
QVT Financial
New York
$359K -$621K -2,072 -66%
AFGAS
597
Allegiance Financial Group Advisory Services
Virginia
$359K +$49.5K +165 +18%
MYAM
598
Meiji Yasuda Asset Management
Japan
$356K -$12K -40 -4%
AV
599
Alamea Verwaltungs
New Jersey
$356K +$318K +1,060 New
RWM
600
Ritholtz Wealth Management
New York
$355K -$31.2K -104 -9%