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Name Holding Trade Value Shares
Change
Change in
Stake
XS
776
XR Securities
Illinois
$283K +$257K +4,648 New
CCA
777
Checchi Capital Advisers
California
$282K -$17.4K -315 -6%
TCA
778
Transcend Capital Advisors
New Jersey
$282K -$2.37K -43 -0.9%
EWA
779
EP Wealth Advisors
California
$278K +$11.3K +204 +5%
GLLW
780
Graves Light Lenhart Wealth
Virginia
$273K – – –
BL
781
Balentine LLC
Georgia
$270K -$2.92K -53 -1%
SM
782
Salzhauer Michael
$270K – – –
EI
783
Ellevest Inc
New York
$270K +$43K +780 +21%
MAM
784
MMA Asset Management
Pennsylvania
$268K -$115K -2,079 -32%
KWM
785
Kingsview Wealth Management
Oregon
$262K +$234K +4,247 New
ECM
786
Evergreen Capital Management
Washington
$262K +$238K +4,318 New
First Manhattan
787
First Manhattan
New York
$259K – – –
IA
788
IFP Advisors
Florida
$258K -$61.9K -1,121 -21%
CWP
789
Curated Wealth Partners
California
$255K -$97.1K -1,760 -30%
TFM
790
TFC Financial Management
Massachusetts
$255K +$497 +9 +0.2%
LSAG
791
Lake Street Advisors Group
New Hampshire
$255K +$232K +4,199 New
NWS
792
Newport Wealth Strategies
California
$255K +$232K +4,200 New
LB
793
Leo Brokerage
Texas
$255K +$232K +4,201 New
BA
794
Bridgewater Advisors
New York
$254K +$221K +4,002 New
SICM
795
Sustainable Insight Capital Management
New York
$254K +$231K +4,181 New
FWCM
796
Ferguson Wellman Capital Management
Oregon
$250K -$8.78M -159,087 -97%
SFI
797
SPC Financial Inc
Maryland
$248K +$225K +4,073 New
DAS
798
Dynamic Advisor Solutions
Arizona
$248K +$225K +4,077 New
BMCM
799
Burns Matteson Capital Management
New York
$247K +$224K +4,060 New
SS
800
Simplicity Solutions
Minnesota
$246K -$1.77M -32,135 -89%