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Name Holding Trade Value Shares
Change
Change in
Stake
PWG
451
Portside Wealth Group
Utah
$220K +$227K +2,328 New
EWA
452
EverSource Wealth Advisors
Alabama
$220K -$130K -1,336 -36%
Wellington Management Group
453
Wellington Management Group
Massachusetts
$217K +$224K +2,296 New
TIAM2
454
Tru Independence Asset Management 2
Oregon
$217K – – –
VWM
455
Venturi Wealth Management
Texas
$216K +$222K +2,282 New
AWA
456
Arkadios Wealth Advisors
Georgia
$216K -$24.8K -255 -10%
HFM
457
Harvest Fund Management
China
$214K +$92.8K +953 +73%
EPW
458
Evolve Private Wealth
California
$214K -$310K -3,182 -59%
GWM
459
Geneos Wealth Management
Colorado
$213K – – –
BNP Paribas Asset Management
460
BNP Paribas Asset Management
France
$212K +$47.5K +488 +28%
GF
461
Gabelli Funds
New York
$208K – – –
CFM
462
Catalyst Funds Management
Australia
$208K +$214K +2,200 New
GG
463
GenWealth Group
New Jersey
$208K +$214K +2,200 New
IAA
464
Independent Advisor Alliance
North Carolina
$205K -$9.74K -100 -4%
CMI
465
Clare Market Investments
Texas
$204K +$210K +2,153 New
AAM
466
Azzad Asset Management
Virginia
$203K +$209K +2,150 New
MWM
467
Modera Wealth Management
New Jersey
$203K +$209K +2,145 New
SC
468
Scotia Capital
Ontario, Canada
$202K -$38.5K -395 -16%
AGAM
469
Audent Global Asset Management
California
$201K -$7.5K -77 -3%
GS
470
GTS Securities
Florida
$201K +$207K +2,128 New
PAS
471
PKS Advisory Services
New York
$201K +$13.3K +137 +7%
RIL
472
Rothschild Investment LLC
Illinois
$192K -$98.7K -1,013 -33%
BIAS
473
Beacon Investment Advisory Services
New Jersey
$190K -$14.6K -150 -7%
FFA
474
Farther Finance Advisors
California
$189K -$155K -1,593 -44%
AA
475
Ancora Advisors
Ohio
$182K +$188K +1,926 New