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Name Holding Trade Value Shares
Change
Change in
Stake
VWM
226
Venturi Wealth Management
Texas
$830K +$321K +3,773 +60%
LWAM
227
Legacy Wealth Asset Management
Minnesota
$810K +$38.3K +451 +5%
TAFW
228
Tred Avon Family Wealth
Maryland
$807K +$9.61K +113 +1%
SS
229
SBI Securities
Japan
$802K +$7.14K +84 +0.9%
AAP
230
Arax Advisory Partners
Colorado
$795K +$395K +4,645 +94%
MAM
231
Mystic Asset Management
Rhode Island
$791K +$5.78K +68 +0.7%
VF
232
Virtu Financial
New York
$788K -$190K -2,234 -19%
BRWA
233
B. Riley Wealth Advisors
Florida
$760K -$17.1K -201 -2%
PFS
234
Prospera Financial Services
Texas
$759K -$10.6K -125 -1%
VCM
235
Versant Capital Management
Arizona
$758K +$29.5K +347 +4%
OC
236
Oppenheimer & Co
New York
$751K +$114K +1,335 +17%
DE
237
DV Equities
Illinois
$721K +$740K +8,702 New
TPI
238
Trust Point Inc
Wisconsin
$720K +$57.9K +681 +8%
Northwestern Mutual Wealth Management
239
Northwestern Mutual Wealth Management
Wisconsin
$718K +$20.7K +243 +3%
STA
240
Summit Trail Advisors
New York
$717K -$14.2K -167 -2%
JWCA
241
J.W. Cole Advisors
Florida
$717K +$735K +8,650 New
Tudor Investment Corp
242
Tudor Investment Corp
Connecticut
$715K +$734K +8,632 New
SI
243
Stephens Inc
Arkansas
$712K +$49.3K +580 +7%
WIA
244
World Investment Advisors
California
$712K -$28K -329 -4%
GRP
245
Global Retirement Partners
California
$706K +$724K +8,520 New
LOIM
246
Liberty One Investment Management
Illinois
$701K -$8.93K -105 -1%
KPWS
247
Kestra Private Wealth Services
Texas
$698K +$391K +4,601 +120%
UCFA
248
United Capital Financial Advisors
Texas
$695K +$70.2K +826 +11%
BIA
249
Barry Investment Advisors
Massachusetts
$694K -$39.8K -468 -5%
SC
250
Savant Capital
Illinois
$692K +$302K +3,551 +75%