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Name Holding Trade Value Shares
Change
Change in
Stake
Pacer Advisors
3326
Pacer Advisors
Pennsylvania
$269K -$190M -1,290,113 -100%
JWM
3327
Janiczek Wealth Management
Colorado
$269K +$16.6K +113 +7%
GWM
3328
Graybill Wealth Management
Illinois
$268K
PP
3329
Peconic Partners
New York
$267K +$248K +1,690 New
HW
3330
Hamilton Wealth
California
$267K +$248K +1,691 New
KFA
3331
Kays Financial Advisory
Georgia
$266K -$212K -1,442 -46%
EGM
3332
Engineers Gate Manager
New York
$265K +$247K +1,680 New
SMG
3333
Smart Money Group
Texas
$264K +$246K +1,673 New
RCS
3334
Retirement Capital Strategies
California
$263K
AAM
3335
Ameraudi Asset Management
New York
$262K +$244K +1,661 New
CWM
3336
Cranbrook Wealth Management
Michigan
$259K -$10.6K -72 -4%
MWM
3337
MBE Wealth Management
Wisconsin
$259K +$242K +1,645 New
FA
3338
Faithward Advisors
Pennsylvania
$256K -$130K -887 -35%
PIA
3339
Powell Investment Advisors
Florida
$256K +$238K +1,623 New
DTIM
3340
Danda Trouve Investment Management
Kansas
$256K +$239K +1,625 New
PIN
3341
Prudent Investors Network
California
$255K +$238K +1,621 New
CCA
3342
Conservest Capital Advisors
Pennsylvania
$253K +$147 +1 +0.1%
ETC
3343
Exchange Traded Concepts
Oklahoma
$253K +$235K +1,603 New
WAM
3344
Weiss Asset Management
Massachusetts
$252K -$49.9K -340 -18%
OWA
3345
One Wealth Advisors
California
$252K +$235K +1,597 New
PWS
3346
Peloton Wealth Strategists
Indiana
$252K +$235K +1,600 New
BWI
3347
Beacon Wealthcare Inc
North Carolina
$249K -$79.9K -544 -26%
KTA
3348
Keeley-Teton Advisors
Illinois
$249K -$18.1K -123 -7%
GIM
3349
Greylin Investment Management
Virginia
$248K
RCA
3350
Reitz Capital Advisors
Michigan
$246K -$5.88K -40 -2%