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Name Holding Trade Value Shares
Change
Change in
Stake
Diversify Advisory Services
1276
Diversify Advisory Services
Utah
$790K -$1.37M -15,946 -66%
SIA
1277
Soltis Investment Advisors
Utah
$784K -$1.07M -12,425 -61%
PFA
1278
Pathway Financial Advisers
Indiana
$783K -$3.35K -39 -0.5%
Focus Partners Advisor Solutions
1279
Focus Partners Advisor Solutions
Missouri
$783K +$28.8K +336 +4%
SIC
1280
Samalin Investment Counsel
New York
$782K -$6.26K -73 -0.9%
NIM
1281
Northeast Investment Management
Massachusetts
$782K -$32.1K -374 -4%
PCM
1282
PenderFund Capital Management
British Columbia, Canada
$782K +$94.4K +1,100 +23%
ASI
1283
Advisory Services & Investments
Oregon
$781K -$12.6K -147 -2%
TF
1284
Trek Financial
Arizona
$778K +$124K +1,442 +22%
FNA
1285
First National Advisers
Nebraska
$778K -$602K -7,012 -47%
BCM
1286
Brown Capital Management
Maryland
$775K – – –
Walleye Capital
1287
Walleye Capital
New York
$774K -$11.3M -132,206 -94%
PFS
1288
Physicians Financial Services
North Carolina
$772K -$2.92K -34 -0.4%
SIG
1289
Sargent Investment Group
Maryland
$772K +$2.57K +30 +0.4%
PAG
1290
Powers Advisory Group
Illinois
$771K +$3K +35 +0.4%
1832 Asset Management
1291
1832 Asset Management
Ontario, Canada
$770K -$608K -7,082 -47%
IAS
1292
Insigneo Advisory Services
Florida
$770K +$150K +1,750 +28%
RA
1293
RiverPark Advisors
New York
$769K +$47.3K +551 +8%
FFS
1294
Founders Financial Securities
Maryland
$769K +$184K +2,139 +37%
CCM
1295
Crew Capital Management
Ohio
$766K -$46.8K -546 -6%
FCP
1296
Fidelis Capital Partners
Florida
$765K -$9.09K -106 -1%
Ingalls & Snyder LLC
1297
Ingalls & Snyder LLC
New York
$761K +$109K +1,270 +19%
JIC
1298
Joel Isaacson & Co
New York
$760K -$114K -1,332 -15%
NJIM
1299
Nabity-Jensen Investment Management
Nebraska
$760K -$9.78K -114 -1%
PWAM
1300
Pinnacle West Asset Management
Wyoming
$755K +$21.4K +250 +3%