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Name Holding Trade Value Shares
Change
Change in
Stake
HIIFS
276
Harel Insurance Investments & Financial Services
Israel
$33K – – –
SWA
277
SOA Wealth Advisors
New York
$31K +$3.22K +553 +2%
NFSG
278
Newbridge Financial Services Group
Florida
$30.4K +$2.91K +500 +9%
HI
279
Harbour Investments
Wisconsin
$30.3K -$1.04K -179 -3%
EP
280
Evelyn Partners
$27.6K +$31.8K +5,460 New
Acadian Asset Management
281
Acadian Asset Management
Massachusetts
$27K -$5.91M -1,015,119 -99%
EWA
282
EverSource Wealth Advisors
Alabama
$24.2K -$18.9K -3,236 -40%
GXJ
283
Global X Japan
Japan
$23.4K +$7.29K +1,251 +37%
NSIM
284
North Star Investment Management
Illinois
$21.3K -$2.87K -493 -11%
DSC
285
Duncker Streett & Co
Missouri
$20.2K – – –
CM
286
Capula Management
Cayman Islands
$19.8K +$22.8K +3,911 New
SFCL
287
Strengthening Families & Communities LLC
Massachusetts
$17K – – –
AssetMark Inc
288
AssetMark Inc
California
$15.3K +$8.04K +1,380 +84%
BL
289
BFSG LLC
California
$15.2K – – –
NEWAS
290
N.E.W. Advisory Services
Wisconsin
$14.8K – – –
CIAM
291
Caitong International Asset Management
Hong Kong
$14.2K -$1.14M -196,036 -99%
C
292
Covestor
United Kingdom
$13K – – –
QC
293
Quent Capital
New York
$12.7K – – –
FC
294
Financial Consulate
Maryland
$11K +$4.01K +689 +46%
BP
295
BNP Paribas
France
$10.9K – – –
CFFP
296
Center for Financial Planning
Michigan
$9.99K – – –
VWM
297
Valley Wealth Managers
New Jersey
$9.2K – – –
FIA
298
Foundations Investment Advisors
Arizona
$8.77K +$10.1K +1,733 New
AA
299
Ancora Advisors
Ohio
$8.38K -$262 -45 -3%
HWA
300
HHM Wealth Advisors
Tennessee
$8.17K – – –