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Name Holding Trade Value Shares
Change
Change in
Stake
TPCW
601
TD Private Client Wealth
New York
$350K +$28.7K +235 +8%
IFU
602
iSAM Funds (UK)
United Kingdom
$346K +$364K +2,979 New
KWA
603
Kingswood Wealth Advisors
California
$344K -$521K -4,266 -59%
NFP
604
Narus Financial Partners
Utah
$344K +$38.1K +312 +12%
IIC
605
Integrated Investment Consultants
Michigan
$344K -$34.8K -285 -9%
MWM
606
Meridian Wealth Management
Kentucky
$343K +$33.6K +275 +10%
AWM
607
Apollon Wealth Management
South Carolina
$342K -$94.3K -772 -21%
JWCA
608
J.W. Coons Advisors
Ohio
$341K +$35.4K +290 +11%
MC
609
Moors & Cabot
Massachusetts
$337K +$12.2K +100 +4%
CMF
610
Counterpoint Mutual Funds
California
$329K +$119K +976 +53%
Jones Financial Companies
611
Jones Financial Companies
Missouri
$327K +$207K +1,694 +151%
HI
612
Horizon Investments
North Carolina
$325K +$2.81K +23 +0.8%
GRP
613
Global Retirement Partners
California
$324K +$247K +2,021 +261%
PA
614
Pinnacle Associates
New York
$324K -$61.5K -503 -15%
BP
615
Ballentine Partners
Massachusetts
$320K -$122 -1 -0%
HWA
616
Heritage Wealth Advisors
Virginia
$317K
DTL
617
Dynamic Technology Lab
Singapore
$311K -$1.88M -15,417 -85%
SIG
618
Sky Investment Group
Connecticut
$311K
CMBA
619
C.M. Bidwell & Associates
Hawaii
$308K +$217K +1,779 +203%
ML
620
McAdam LLC
Pennsylvania
$308K +$16.7K +137 +5%
BWP
621
Balboa Wealth Partners
Arizona
$307K -$88.5K -724 -21%
CFO
622
Callan Family Office
Pennsylvania
$307K +$323K +2,641 New
GL
623
Graypoint LLC
New York
$303K +$2.08K +17 +0.7%
BHPW
624
Beverly Hills Private Wealth
California
$302K
SOAMC
625
Spirit of America Management Corp
New York
$302K