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Name Holding Trade Value Shares
Change
Change in
Stake
PA
426
Parallel Advisors
California
$130K +$7.85K +624 +6%
AIM
427
Aspen Investment Management
Michigan
$129K – – –
LWM
428
Laidlaw Wealth Management
New York
$127K – – –
HIIFS
429
Harel Insurance Investments & Financial Services
Israel
$126K +$92.1K +7,317 +264%
AA
430
Aire Advisors
California
$126K +$440 +35 +0.3%
JWWM
431
Johnson & White Wealth Management
Pennsylvania
$125K +$126K +10,000 New
HWA
432
HCR Wealth Advisors
California
$125K – – –
WWM
433
Western Wealth Management
Colorado
$125K -$3.8K -302 -3%
MWM
434
MinichMacGregor Wealth Management
New York
$125K – – –
OGC
435
One68 Global Capital
New York
$125K +$126K +10,000 New
SG
436
Sharper & Granite
California
$125K +$126K +10,000 New
HFM
437
Harvest Fund Management
China
$118K -$113K -9,000 -49%
QL
438
Quarry LP
New York
$114K +$78.4K +6,228 +215%
A
439
AlphaQuest
New York
$112K -$50.6K -4,017 -31%
HI
440
Harbour Investments
Wisconsin
$111K +$164 +13 +0.1%
AAP
441
Arax Advisory Partners
Colorado
$111K +$6.99K +555 +7%
Northwestern Mutual Wealth Management
442
Northwestern Mutual Wealth Management
Wisconsin
$110K +$6.59K +524 +6%
USGIU
443
U.S. Global Investors (USGI)
Texas
$108K +$109K +8,700 New
SFI
444
Siemens Fonds Invest
Germany
$107K +$108K +8,608 New
MCM
445
MAI Capital Management
Ohio
$104K -$5.08K -404 -5%
VSQM
446
V-Square Quantitative Management
Illinois
$99.8K +$8.61K +684 +9%
SW
447
SVB Wealth
Massachusetts
$97.4K +$98.5K +7,825 New
IUHSA
448
Itau Unibanco Holding S.A.
Brazil
$94K +$79.8K +6,342 +510%
GI
449
GAMMA Investing
California
$93K -$17.9K -1,421 -16%
CFD
450
Creative Financial Designs
Indiana
$90.5K -$7.93K -630 -8%