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Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
626
Steward Partners Investment Advisory
New York
$2.55M +$204K +2,623 +7%
ATPW
627
Ashton Thomas Private Wealth
Arizona
$2.55M +$1.36M +17,406 +81%
HT
628
Heritage Trust
Oklahoma
$2.54M -$107K -1,368 -3%
Envestnet Portfolio Solutions
629
Envestnet Portfolio Solutions
Illinois
$2.54M -$673K -8,641 -18%
Capstone Investment Advisors
630
Capstone Investment Advisors
New York
$2.51M +$2.99M +38,367 +22,050%
IFWM
631
Institute for Wealth Management
Colorado
$2.51M -$20K -257 -0.7%
JSL
632
JT Stratford LLC
Georgia
$2.49M +$883K +11,336 +42%
EF
633
Empirical Finance
Pennsylvania
$2.48M +$42.8K +549 +1%
SI
634
Shaker Investments
Ohio
$2.47M +$797K +10,234 +37%
RFWA
635
RPg Family Wealth Advisory
Massachusetts
$2.45M +$216K +2,774 +8%
VA
636
Vident Advisory
Georgia
$2.45M +$1.16M +14,887 +66%
WBC
637
Westpac Banking Corp
Australia
$2.43M +$155K +1,986 +6%
MFS
638
Mattson Financial Services
Michigan
$2.43M -$89K -1,143 -3%
DAS
639
Diversify Advisory Services
Utah
$2.43M -$1.22M -15,721 -30%
FFM
640
Fisher Funds Management
New Zealand
$2.42M
WAM
641
Wilsey Asset Management
California
$2.41M -$8.25M -105,938 -74%
WW
642
Waterfront Wealth
Kansas
$2.4M +$130K +1,673 +5%
FCH
643
Freestone Capital Holdings
Washington
$2.39M -$706K -9,068 -20%
AC
644
Addison Capital
Pennsylvania
$2.38M -$1.79K -23 -0.1%
FWM
645
FFT Wealth Management
Pennsylvania
$2.37M -$65.2K -837 -2%
AGAM
646
Audent Global Asset Management
California
$2.37M -$128K -1,645 -4%
PTEAP
647
Powszechne Towarzystwo Emerytalne Allianz Polska
Poland
$2.35M
CWM
648
Congress Wealth Management
Massachusetts
$2.35M +$1.18M +15,095 +73%
LSPW
649
Lake Street Private Wealth
Illinois
$2.35M +$139K +1,785 +5%
FFP
650
FourThought Financial Partners
Florida
$2.34M -$48.1K -618 -2%