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Name Holding Trade Value Shares
Change
Change in
Stake
EWM
226
Empirical Wealth Management
Washington
$101K
GIA
227
Gladstone Institutional Advisory
Florida
$101K +$8.08K +1,500 +13%
HW
228
Hedeker Wealth
Illinois
$95.3K
IFG
229
Independent Financial Group
California
$93.7K -$8.37K -1,554 -11%
Franklin Resources
230
Franklin Resources
California
$93.5K -$29.3K -5,441 -31%
FAFN
231
First Affirmative Financial Network
Colorado
$91.9K -$17.6K -3,260 -21%
Stifel Financial
232
Stifel Financial
Missouri
$91.8K -$862 -160 -1%
TCM
233
Traynor Capital Management
Pennsylvania
$91.6K -$2.95K -547 -4%
ANHIM
234
Alan N. Hoffman Investment Management
Massachusetts
$91.4K +$64.6K +11,992 New
Walleye Capital
235
Walleye Capital
New York
$90.9K -$57.1K -10,599 -47%
GIM
236
Glenmede Investment Management
Pennsylvania
$90.5K +$64K +11,876 New
CPA
237
Cardiff Park Advisors
California
$90.3K +$63.8K +11,850 New
CWA
238
Clarity Wealth Advisors
California
$87.6K +$62K +11,500 New
CG
239
Caprock Group
Idaho
$87.5K +$73.9K +13,722 New
RhumbLine Advisers
240
RhumbLine Advisers
Massachusetts
$86.1K -$2.9K -539 -5%
ECM
241
Evergreen Capital Management
Washington
$85.9K +$60.7K +11,274 New
PWM
242
Perigon Wealth Management
California
$85.6K +$1.45K +270 +2%
WS
243
Wedbush Securities
California
$85K
SWM
244
SeaCrest Wealth Management
New York
$83.7K -$31.3K -5,803 -35%
MML Investors Services
245
MML Investors Services
Massachusetts
$83.3K -$219K -40,681 -79%
VFPW
246
Vantage Financial Partners (Wisconsin)
Wisconsin
$82.6K +$58.4K +10,834 New
OBWG
247
Onyx Bridge Wealth Group
New York
$81.8K -$2.69K -500 -4%
SP
248
SIH Partners
Delaware
$80.8K -$110K -20,389 -66%
SPIA
249
Steward Partners Investment Advisory
New York
$79.9K +$14.1K +2,625 +33%
X
250
Xponance
Pennsylvania
$78.9K -$20.2K -3,745 -27%