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Name Holding Trade Value Shares
Change
Change in
Stake
UAS
626
United Asset Strategies
New York
$240K
CFGS
627
Concourse Financial Group Securities
Alabama
$239K +$19.6K +50 +7%
SFG
628
Sovereign Financial Group
Connecticut
$239K +$288K +735 New
ACM
629
Anfield Capital Management
California
$236K -$136K -348 -32%
WCM
630
WealthBridge Capital Management
Ohio
$235K
Vanguard Personalized Indexing Management
631
Vanguard Personalized Indexing Management
California
$232K +$279K +711 New
NCM
632
Novare Capital Management
North Carolina
$231K -$15.7K -40 -5%
TIAM2
633
Tru Independence Asset Management 2
Oregon
$230K +$24.3K +62 +10%
AG
634
AlphaSimPlex Group
Massachusetts
$228K +$274K +699 New
KCMH
635
Keywise Capital Management (HK)
Hong Kong
$228K +$274K +700 New
Northwestern Mutual Wealth Management
636
Northwestern Mutual Wealth Management
Wisconsin
$227K +$202K +515 +283%
LOAMU
637
Lombard Odier Asset Management (USA)
New York
$227K +$273K +697 New
IFWM
638
Institute for Wealth Management
Colorado
$223K +$21.9K +56 +9%
Cerity Partners
639
Cerity Partners
New York
$223K +$268K +683 New
PPP
640
Private Portfolio Partners
New Jersey
$221K +$266K +679 New
IA
641
IFP Advisors
Florida
$221K -$17.2K -44 -6%
AF
642
Advisornet Financial
Minnesota
$220K -$74.5K -190 -22%
LWAC
643
Laurel Wealth Advisors (California)
California
$220K +$264K +673 New
BTWM
644
Baker Tilly Wealth Management
Wisconsin
$219K +$264K +673 New
AC
645
Abbrea Capital
California
$218K +$7.84K +20 +3%
MA
646
MANA Advisors
New York
$217K +$261K +666 New
BNP Paribas Asset Management
647
BNP Paribas Asset Management
France
$216K -$123K -313 -32%
FSC
648
Full Sail Capital
Oklahoma
$216K
KCM
649
Karp Capital Management
California
$211K +$254K +648 New
OSAM
650
O'Shaughnessy Asset Management
Connecticut
$210K +$68.2K +174 +37%