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Name Holding Trade Value Shares
Change
Change in
Stake
IC
651
Iconiq Capital
California
$227K +$266K +2,010 New
SFS
652
Sowell Financial Services
Arkansas
$226K +$266K +2,010 New
SB
653
Strategic Blueprint
Georgia
$225K -$61.2K -462 -19%
BWM
654
Birchcreek Wealth Management
Ohio
$225K – – –
PWSG
655
Pacific Wealth Strategies Group
California
$225K – – –
AIP
656
Arrowpoint Investment Partners
Singapore
$225K +$264K +1,994 New
DAS
657
Dynamic Advisor Solutions
Arizona
$223K +$263K +1,982 New
ITFISA
658
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$218K +$186K +1,405 +265%
AV
659
Alamea Verwaltungs
New Jersey
$217K +$256K +1,929 New
EH
660
Equitable Holdings
New York
$217K -$59.8K -451 -19%
GL
661
Graypoint LLC
New York
$217K +$255K +1,925 New
PAM
662
Peak Asset Management
Colorado
$216K -$156K -1,177 -38%
KWA
663
Kingswood Wealth Advisors
California
$216K +$254K +1,918 New
PWMAG
664
Pinnacle Wealth Management Advisory Group
New Jersey
$215K +$253K +1,910 New
FHA
665
Flagship Harbor Advisors
Massachusetts
$214K -$35.1K -265 -12%
AWA
666
Aaron Wealth Advisors
Illinois
$213K -$12.2K -92 -5%
Hudson Bay Capital Management
667
Hudson Bay Capital Management
Connecticut
$212K +$249K +1,880 New
AWM
668
AE Wealth Management
Kansas
$212K +$249K +1,879 New
BBA
669
Baader Bank Aktiengesellschaft
Germany
$211K +$313K +2,364 New
LFG
670
Larson Financial Group
Missouri
$210K +$175K +1,322 +243%
RIM
671
Rockbridge Investment Management
New York
$209K +$246K +1,854 New
KAS
672
KPP Advisory Services
Kentucky
$207K -$8.62K -65 -3%
SW
673
SVB Wealth
Massachusetts
$207K +$243K +1,835 New
KWM
674
Kingsview Wealth Management
Oregon
$206K +$243K +1,832 New
AWM
675
Accel Wealth Management
Iowa
$206K +$243K +1,830 New