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Name Holding Trade Value Shares
Change
Change in
Stake
JGC
526
J. Goldman & Co
New York
$236K +$219K +2,240 New
GT
527
Greenleaf Trust
Michigan
$235K +$218K +2,236 New
FAM
528
Fred Alger Management
New York
$234K +$217K +2,226 New
WEG
529
World Equity Group
Illinois
$234K -$194K -1,985 -47%
FC
530
Fairscale Capital
New Hampshire
$233K +$214K +2,189 +7,297%
FFA
531
Farther Finance Advisors
California
$233K +$161K +1,647 +283%
QL
532
Quarry LP
New York
$232K -$221K -2,262 -51%
NWA
533
New World Advisors
Massachusetts
$230K -$105K -1,075 -33%
EAM
534
Eventide Asset Management
Massachusetts
$230K +$208K +2,127 New
Envestnet Portfolio Solutions
535
Envestnet Portfolio Solutions
Illinois
$229K +$212K +2,175 New
MWM
536
Mission Wealth Management
California
$228K -$217K -2,217 -51%
IWC
537
Integrated Wealth Concepts
Massachusetts
$225K +$209K +2,142 New
BA
538
Bridgewater Advisors
New York
$224K +$194K +1,991 New
SPIA
539
Steward Partners Investment Advisory
New York
$224K +$28.4K +291 +16%
AV
540
Alamea Verwaltungs
New Jersey
$224K +$208K +2,125 New
YCM
541
Yousif Capital Management
Michigan
$222K +$206K +2,111 New
VFA
542
Valeo Financial Advisors
Indiana
$221K +$206K +2,104 New
TWPM
543
Total Wealth Planning & Management
Florida
$221K +$205K +2,099 New
VWM
544
Venturi Wealth Management
Texas
$221K +$118K +1,204 +135%
AC
545
AWM Capital
Arizona
$220K +$204K +2,090 New
SCA
546
Snowden Capital Advisors
New York
$218K +$202K +2,072 New
FFP
547
FourThought Financial Partners
Florida
$213K +$198K +2,027 New
AIM
548
Avity Investment Management
Connecticut
$213K +$198K +2,025 New
QCM
549
QRG Capital Management
Illinois
$212K +$197K +2,018 New
RB
550
Rodgers Brothers
Pennsylvania
$211K +$196K +2,010 New