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Name Holding Trade Value Shares
Change
Change in
Stake
PI
201
PFG Investments
New York
$197K -$6.55K -1,271 -3%
WFI
202
West Family Investments
California
$196K +$64.2K +12,456 +49%
AWM
203
Angeles Wealth Management
California
$195K +$1.88K +365 +1%
PP
204
PDS Planning
Ohio
$193K +$15.4K +2,998 +9%
SPW
205
Sonoma Private Wealth
California
$193K -$11.5K -2,231 -6%
P
206
Pitcairn
Pennsylvania
$185K -$21K -4,076 -10%
FOA
207
Five Oceans Advisors
California
$184K
BHPW
208
Beverly Hills Private Wealth
California
$180K +$179K +34,749 New
VF
209
Vest Financial
Virginia
$179K +$20.4K +3,953 +13%
KeyBank National Association
210
KeyBank National Association
Ohio
$178K +$4.61K +894 +3%
KAS
211
Kestra Advisory Services
Texas
$173K +$8.35K +1,621 +5%
MM
212
MQS Management
New York
$171K +$170K +33,031 New
WA
213
Wealthstar Advisors
Texas
$171K
AAS
214
Avantax Advisory Services
Texas
$171K +$35K +6,789 +26%
CIA
215
Concurrent Investment Advisors
Florida
$169K +$15.8K +3,065 +10%
BMCM
216
Burns Matteson Capital Management
New York
$168K +$167K +32,339 New
AO
217
Advisor OS
Illinois
$162K -$10.3K -2,000 -6%
Grantham, Mayo, Van Otterloo & Co (GMO)
218
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$162K -$19.9K -3,854 -11%
KPWS
219
Kestra Private Wealth Services
Texas
$161K +$5.45K +1,057 +4%
GAM
220
Gotham Asset Management
New York
$160K -$8.01K -1,555 -5%
PA
221
Parallel Advisors
California
$160K +$26.3K +5,102 +20%
Legal & General Group
222
Legal & General Group
United Kingdom
$159K +$158K +30,738 New
DI
223
Diligent Investors
California
$156K
MA
224
MJP Associates
Connecticut
$156K
JWCA
225
J.W. Cole Advisors
Florida
$152K +$12.4K +2,397 +9%