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Name Holding Trade Value Shares
Change
Change in
Stake
GM
651
GeoWealth Management
Illinois
$322K -$64.4K -818 -16%
IEFM
652
IQ EQ Fund Management
Ireland
$319K – – –
WS
653
Wedbush Securities
California
$319K +$42K +534 +15%
MIG
654
McGuire Investment Group
Rhode Island
$319K – – –
SC
655
Scotia Capital
Ontario, Canada
$319K -$18.9K -240 -5%
FNT
656
First National Trust
Pennsylvania
$316K -$34.7K -441 -10%
FCG
657
Fielder Capital Group
Tennessee
$313K +$6.37K +81 +2%
DWM
658
Dakota Wealth Management
Florida
$313K -$11.7K -149 -3%
BCM
659
Brookstone Capital Management
Illinois
$313K -$6.77K -86 -2%
DAS
660
Diversify Advisory Services
Utah
$312K +$323K +4,108 New
KFS
661
Keynote Financial Services
Connecticut
$312K -$7.87K -100 -2%
CI
662
Cigna Investments
Connecticut
$311K -$14.7K -187 -4%
CA
663
Commerzbank Aktiengesellschaft
Germany
$309K – – –
IA
664
IFC Advisors
California
$309K +$17.9K +227 +6%
MAS
665
Meeder Advisory Services
Ohio
$308K -$15.7K -199 -5%
PI
666
Pettee Investors
Connecticut
$307K -$1.81M -22,965 -85%
MPM
667
MBB Public Markets
Illinois
$307K +$319K +4,048 New
SF
668
Synovus Financial
Georgia
$306K -$19.7K -250 -6%
ECM
669
Evergreen Capital Management
Washington
$304K -$866 -11 -0.3%
SFFS
670
Stonehage Fleming Financial Services
Jersey
$303K – – –
LA
671
Legacy Advisors
Pennsylvania
$301K -$25.9K -329 -8%
DT
672
Diversified Trust
Tennessee
$301K -$1.06M -13,511 -77%
SIA
673
Strategic Investment Advisors
Michigan
$300K +$22.3K +284 +8%
1M
674
1248 Management
Missouri
$299K +$311K +3,947 New
EFG
675
Elm3 Financial Group
Georgia
$297K +$9.29K +118 +3%