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Name Holding Trade Value Shares
Change
Change in
Stake
CA
601
CoreCap Advisors
Michigan
$507K +$657K +4,852 New
XS
602
XR Securities
Illinois
$505K +$351K +2,592 +116%
AWM
603
Apollon Wealth Management
South Carolina
$504K +$206K +1,525 +46%
IP
604
Intellectus Partners
California
$498K +$639K +4,722 New
CWM
605
Cornerstone Wealth Management
Missouri
$487K +$262K +1,937 +71%
LFAS
606
Level Four Advisory Services
Texas
$484K -$8.53K -63 -1%
CCA
607
Checchi Capital Advisers
California
$484K +$54.9K +406 +13%
AA
608
ALPS Advisors
Colorado
$481K +$276K +2,036 +79%
SG
609
StoneX Group
New York
$476K +$46.3K +342 +8%
CAM
610
Cresset Asset Management
Illinois
$476K -$404K -2,983 -31%
BBA
611
Baader Bank Aktiengesellschaft
Germany
$473K -$325K -2,404 -35%
NIM
612
NuWave Investment Management
New Jersey
$472K +$142K +1,046 +30%
CIA
613
Capital Investment Advisors
Georgia
$472K +$300K +2,214 +96%
HI
614
Harbour Investments
Wisconsin
$472K +$611K +4,518 New
CA
615
Clearstead Advisors
Ohio
$470K +$6.9K +51 +1%
PG
616
Proffitt & Goodson
Tennessee
$465K -$14.6K -108 -2%
DWA
617
Douglass Winthrop Advisors
New York
$464K – – –
PHK
618
Point72 Hong Kong
Hong Kong
$459K +$595K +4,398 New
AHIA
619
Andrew Hill Investment Advisors
Florida
$456K -$1.37M -10,110 -70%
LNWWM
620
Laird Norton Wetherby Wealth Management
California
$456K +$40.1K +296 +7%
BP
621
Ballentine Partners
Massachusetts
$450K -$135K -1,001 -19%
PIM
622
Penobscot Investment Management
Massachusetts
$449K – – –
VEA
623
Virtus ETF Advisers
New York
$448K +$580K +4,289 New
AG
624
Ascent Group
Virginia
$442K -$8.93K -66 -2%
SWM
625
Segment Wealth Management
Texas
$441K – – –