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Name Holding Trade Value Shares
Change
Change in
Stake
MHS
676
M Holdings Securities
Oregon
$635K -$75.5K -1,659 -10%
EWM
677
Empirical Wealth Management
Washington
$631K +$270K +5,935 +68%
IPAM
678
ICICI Prudential Asset Management
India
$630K -$30.5K -670 -4%
LOAMS
679
Lombard Odier Asset Management (Switzerland)
Switzerland
$630K +$31.8K +700 +5%
AWM
680
Avaii Wealth Management
Wisconsin
$623K +$32.2K +709 +5%
Empower Advisory Group
681
Empower Advisory Group
Colorado
$622K -$110K -2,420 -14%
AFCM
682
Applied Finance Capital Management
Puerto Rico
$620K -$22.4K -492 -3%
AWA
683
Aaron Wealth Advisors
Illinois
$620K +$17.6K +387 +3%
BCI
684
Brinker Capital Investments
Pennsylvania
$612K -$312K -6,849 -33%
BHC
685
Bull Harbor Capital
Maryland
$611K -$20.1K -441 -3%
AGWCA
686
Annis Gardner Whiting Capital Advisors
Florida
$611K -$18K -396 -3%
SAI
687
Savvy Advisors Inc
New York
$611K +$32.8K +722 +5%
ACP
688
Aviance Capital Partners
Florida
$610K -$45.9K -1,009 -7%
SCM
689
Saba Capital Management
New York
$609K +$83.6K +1,837 +15%
GAM
690
Groupama Asset Management
France
$606K
RS
691
Rakuten Securities
Japan
$602K -$99.6K -2,189 -14%
CCM
692
Coldstream Capital Management
Washington
$602K -$137K -3,019 -18%
CMTU
693
Capital Markets Trading (UK)
United Kingdom
$599K -$1.1M -24,243 -64%
MR
694
Munich Reinsurance
$594K -$910K -19,999 -59%
FFC
695
First Financial Corp
Indiana
$590K +$6.5K +143 +1%
BFS
696
Bradley Foster & Sargent
Connecticut
$583K -$35K -770 -5%
EW
697
Elyxium Wealth
California
$582K +$614K +13,489 New
MDA
698
Minot DeBlois Advisors
Massachusetts
$580K +$6.59K +145 +1%
MAS
699
Meeder Advisory Services
Ohio
$578K -$86.3K -1,897 -12%
Bessemer Group
700
Bessemer Group
New Jersey
$574K -$216K -4,743 -26%