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Name Holding Trade Value Shares
Change
Change in
Stake
CIS
601
Custom Index Systems
New York
$418K -$174K -477 -32%
PWM
602
Palumbo Wealth Management
New York
$418K +$30.9K +85 +9%
DCU
603
Dara Capital US
Florida
$415K +$360K +989 New
UB
604
Umpqua Bank
Oregon
$413K +$358K +984 New
AFG
605
Atomi Financial Group
New York
$408K +$110K +302 +45%
PS
606
Principal Securities
Iowa
$407K +$302K +829 +592%
SCM
607
Sandler Capital Management
New York
$407K +$353K +969 New
MWM
608
Moran Wealth Management
Florida
$404K +$26.9K +74 +8%
WIA
609
World Investment Advisors
California
$402K +$3.27K +9 +0.9%
Janney Montgomery Scott
610
Janney Montgomery Scott
Pennsylvania
$401K +$347K +955 New
YCM
611
Yousif Capital Management
Michigan
$401K +$8.73K +24 +2%
TWM
612
Tanager Wealth Management
United Kingdom
$395K +$4.73K +13 +1%
AWM
613
Accurate Wealth Management
Florida
$392K +$350K +961 New
SAI
614
Savvy Advisors Inc
New York
$389K +$16K +44 +5%
FRM
615
Fox Run Management
Connecticut
$388K -$235K -645 -41%
WPC
616
Wedmont Private Capital
Pennsylvania
$377K +$19.3K +53 +7%
CIA
617
Concurrent Investment Advisors
Florida
$373K +$323K +888 New
LWAM
618
Legacy Wealth Asset Management
Minnesota
$372K +$323K +887 New
GI
619
GLOBALT Investments
Georgia
$368K -$1.46K -4 -0.5%
LBWM
620
Left Brain Wealth Management
Illinois
$367K -$72.8K -200 -19%
SC
621
Syon Capital
California
$366K -$13.8K -38 -4%
ERSOT
622
Employees Retirement System of Texas
Texas
$365K
OIA
623
OneDigital Investment Advisors
Kansas
$363K +$14.2K +39 +5%
Lido Advisors
624
Lido Advisors
California
$360K +$13.1K +36 +3%
ProShare Advisors
625
ProShare Advisors
Maryland
$360K -$241K -662 -44%