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Name Holding Trade Value Shares
Change
Change in
Stake
LNWWM
301
Laird Norton Wetherby Wealth Management
California
$324K +$290K +3,606 New
IA
302
IFP Advisors
Florida
$321K +$244K +3,035 +551%
FWCM
303
Ferguson Wellman Capital Management
Oregon
$315K – – –
VCM
304
Virtue Capital Management
Tennessee
$303K +$270K +3,366 New
DADC
305
D.A. Davidson & Co
Montana
$302K +$270K +3,358 New
AA
306
Apriem Advisors
California
$300K +$267K +3,331 New
LWCFA
307
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$295K +$263K +3,274 New
SSA
308
Schonfeld Strategic Advisors
New York
$291K -$4.08M -50,829 -94%
GS
309
Gagnon Securities
New York
$291K +$321 +4 +0.1%
Thrivent Financial for Lutherans
310
Thrivent Financial for Lutherans
Minnesota
$286K – – –
SW
311
SkyOak Wealth
Michigan
$285K +$255K +3,170 New
YMRC
312
Yorktown Management & Research Company
Virginia
$283K – – –
CWM
313
Circle Wealth Management
New Jersey
$283K +$252K +3,143 New
SA
314
Strategic Advisors
New York
$282K +$252K +3,139 New
MF
315
Magnetar Financial
Illinois
$276K -$1.36M -16,928 -85%
SIAP
316
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$274K +$165K +2,050 +205%
TF
317
Trek Financial
Arizona
$273K +$243K +3,030 New
OAM
318
Oppenheimer Asset Management
New York
$273K +$243K +3,032 New
PFGIA
319
Patriot Financial Group Insurance Agency
Massachusetts
$272K +$76.1K +948 +46%
S
320
SignatureFD
Georgia
$271K +$25.2K +314 +12%
BC
321
Bridgefront Capital
Texas
$271K +$242K +3,017 New
NA
322
NewEdge Advisors
Louisiana
$270K +$241K +2,998 New
SIC
323
Samalin Investment Counsel
New York
$270K +$241K +2,999 New
CP
324
Capital Planning
Washington
$270K +$241K +3,000 New
UR
325
USCA RIA
Texas
$270K +$241K +3,000 New