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Name Holding Trade Value Shares
Change
Change in
Stake
GRP
801
Global Retirement Partners
California
$333K +$12.8K +201 +5%
VF
802
Virtu Financial
New York
$332K +$349K +5,457 New
SWM
803
Spire Wealth Management
Virginia
$331K -$62.1K -972 -15%
CWP
804
Concord Wealth Partners
Virginia
$328K -$50.9K -796 -13%
ZF
805
Zhang Financial
Michigan
$327K – – –
SCM
806
Shelton Capital Management
Colorado
$326K -$27K -423 -7%
APA
807
American Portfolios Advisors
New York
$325K -$11.7K -183 -3%
MCA
808
Morris Capital Advisors
Pennsylvania
$325K – – –
NFG
809
Nations Financial Group
Iowa
$324K +$6.32K +99 +2%
DWM
810
Drive Wealth Management
Utah
$322K -$22K -344 -6%
HI
811
Harbour Investments
Wisconsin
$321K – – –
SLAM
812
Swiss Life Asset Management
$320K -$20.6K -322 -6%
KCM
813
Kendall Capital Management
Maryland
$319K -$28.7K -450 -8%
HVIA
814
Hudson Valley Investment Advisors
New York
$319K +$13.2K +206 +4%
BCM
815
Brookstone Capital Management
Illinois
$318K +$325K +5,080 New
SWA
816
Sutton Wealth Advisors
Florida
$317K +$127K +1,995 +62%
DWT
817
Dorsey & Whitney Trust
South Dakota
$314K -$167K -2,613 -34%
SCP
818
Sender Company & Partners
New York
$314K +$330K +5,165 New
TPWA
819
TRUE Private Wealth Advisors
Oregon
$311K +$2.17K +34 +0.7%
NSIM
820
North Star Investment Management
Illinois
$310K – – –
MW
821
Marcum Wealth
Ohio
$308K -$43.8K -685 -12%
UF
822
Univest Financial
Pennsylvania
$308K -$17.2K -270 -5%
OIA
823
Optimum Investment Advisors
Illinois
$306K – – –
TNBTD
824
Trustmark National Bank Trust Department
Mississippi
$305K – – –
SBF
825
Sara-Bay Financial
Florida
$303K – – –