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Name Holding Trade Value Shares
Change
Change in
Stake
OC
276
Optima Capital
Oregon
$513 +$508 +20 New
Nisa Investment Advisors
277
Nisa Investment Advisors
Missouri
$333 +$330 +13 New
WA
278
Whipplewood Advisors
Colorado
$333 +$330 +13 New
SIS
279
Sound Income Strategies
Florida
$291
LFG
280
Larson Financial Group
Missouri
$282 +$279 +11 New
SAM
281
Smartleaf Asset Management
Massachusetts
$234 -$52.6K -2,070 -100%
MCM
282
MV Capital Management
Maryland
$231 +$51 +2 +29%
TFA
283
Transamerica Financial Advisors
Florida
$205 +$203 +8 New
UFPG
284
United Financial Planning Group
New York
$205 +$203 +8 New
DPW
285
DiNuzzo Private Wealth
Pennsylvania
$180 -$51 -2 -22%
AssetMark Inc
286
AssetMark Inc
California
$128 -$279 -11 -69%
BHWM
287
Bay Harbor Wealth Management
Maryland
$128 +$25 +1 +25%
HIA
288
HFM Investment Advisors
New Jersey
$77 -$25 -1 -25%
CPG
289
Cornerstone Planning Group
New Jersey
$70 +$76 +3 New
DF
290
Dunhill Financial
United Kingdom
$61 +$51 +2 New
RWM
291
Rialto Wealth Management
New York
$52 -$102 -4 -67%
SIC
292
SJS Investment Consulting
Ohio
$52 -$102 -4 -67%
Federated Hermes
293
Federated Hermes
Pennsylvania
$51 +$51 +2 New
RIL
294
Rothschild Investment LLC
Illinois
$51 +$51 +2 New
KFAS
295
Keating Financial Advisory Services
Kansas
$26 +$25 +1 New
Capital Research Global Investors
296
Capital Research Global Investors
California
-$60.4M -2,229,082 Closed
SP
297
ShawSpring Partners
Massachusetts
-$42.1M -1,553,659 Closed
ACL
298
Azora Capital LP
Florida
-$31M -1,144,472 Closed
American Century Companies
299
American Century Companies
Missouri
-$21.3M -786,927 Closed
PMAM
300
Picton Mahoney Asset Management
Ontario, Canada
-$10.9M -403,006 Closed