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Name Holding Trade Value Shares
Change
Change in
Stake
Bank Julius Baer & Co
726
Bank Julius Baer & Co
Switzerland
$321K +$33.6K +305 +12%
FIA
727
Foundations Investment Advisors
Arizona
$320K +$14K +127 +4%
BAM
728
Bellevue Asset Management
Washington
$319K
MCC
729
Malaga Cove Capital
California
$318K +$341K +3,092 New
AA
730
Auxano Advisors
Washington
$318K -$5.95K -54 -2%
SIA
731
Soltis Investment Advisors
Utah
$316K +$26K +236 +8%
SQA
732
Simon Quick Advisors
New Jersey
$314K +$54.9K +498 +20%
ZIMP
733
Zimmermann Investment Management & Planning
Pennsylvania
$308K -$18.5K -168 -5%
AWA
734
Aaron Wealth Advisors
Illinois
$307K +$65.1K +591 +25%
CAG
735
Crestwood Advisors Group
Massachusetts
$306K -$6.39K -58 -2%
NLP
736
Next Level Private
New York
$303K +$882 +8 +0.3%
CHP
737
Cable Hill Partners
Oregon
$301K +$322K +2,922 New
RB
738
Renasant Bank
Mississippi
$297K +$28.4K +258 +10%
Jones Financial Companies
739
Jones Financial Companies
Missouri
$297K +$259K +2,348 +435%
DWM
740
Drive Wealth Management
Utah
$297K +$8.38K +76 +3%
DAS
741
Dynamic Advisor Solutions
Arizona
$297K -$113K -1,025 -26%
PWM
742
Perigon Wealth Management
California
$296K +$24.4K +221 +8%
MA
743
Mutual Advisors
Nebraska
$295K +$87.3K +792 +36%
AA
744
AlphaCentric Advisors
Puerto Rico
$294K -$142K -1,289 -31%
CAM
745
Cidel Asset Management
Ontario, Canada
$293K -$14.8K -134 -4%
JMFC
746
J.M. Forbes & Co
Massachusetts
$290K -$5.95K -54 -2%
APWM
747
Argonautica Private Wealth Management
Massachusetts
$285K +$44.2K +401 +17%
SAM
748
Synergy Asset Management
Washington
$285K +$305K +2,768 New
FC
749
Fulcrum Capital
Washington
$285K -$281K -2,550 -48%
SIA
750
Schechter Investment Advisors
Michigan
$284K -$83.8K -760 -22%