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Name Holding Trade Value Shares
Change
Change in
Stake
IAA
626
Independent Advisor Alliance
North Carolina
$218K +$195K +409 New
HWMA
627
Heritage Wealth Management (Arizona)
Arizona
$217K +$108K +227 +125%
EWA
628
EP Wealth Advisors
California
$215K +$193K +404 New
VC
629
Veracity Capital
Georgia
$214K +$191K +401 New
BEC
630
Blue Edge Capital
Virginia
$213K +$191K +400 New
WP
631
WealthPLAN Partners
Nebraska
$209K +$159K +334 New
FDCDDQ
632
Federation des caisses Desjardins du Quebec
Quebec, Canada
$207K -$131K -275 -41%
PCH
633
PGIM Custom Harvest
New Jersey
$202K – – –
CIA
634
Choate Investment Advisors
Massachusetts
$200K +$179K +375 New
Northwestern Mutual Wealth Management
635
Northwestern Mutual Wealth Management
Wisconsin
$195K +$87.7K +184 +101%
JIR
636
James Investment Research
Ohio
$194K -$110K -230 -39%
ED
637
Exane Derivatives
France
$186K +$99.1K +208 +166%
IA
638
IFP Advisors
Florida
$185K -$64.3K -135 -28%
ACM
639
Anfield Capital Management
California
$172K +$153K +322 New
HI
640
Harbour Investments
Wisconsin
$168K +$4.77K +10 +3%
SWM
641
Spire Wealth Management
Virginia
$167K -$173K -362 -54%
QCG
642
Quadrant Capital Group
Ohio
$166K -$8.1K -17 -5%
FHA
643
First Horizon Advisors
Tennessee
$158K +$6.67K +14 +5%
GLLW
644
Graves Light Lenhart Wealth
Virginia
$135K – – –
PA
645
Perennial Advisors
New York
$133K – – –
BCA
646
Berman Capital Advisors
Georgia
$133K +$21K +44 +21%
GGI
647
Godsey & Gibb Inc
Virginia
$133K +$119K +250 New
MIM
648
Meridiem Investment Management
United Kingdom
$131K – – –
Carson Wealth (CWM LLC)
649
Carson Wealth (CWM LLC)
Nebraska
$115K – – –
GCGDR
650
Geo Capital Gestora de Recursos
Brazil
$112K +$11.9K +25 +13%