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Name Holding Trade Value Shares
Change
Change in
Stake
MOS
401
MGO One Seven
Ohio
$338K +$288K +8,520 New
ACM
402
Alethea Capital Management
Washington
$330K +$281K +8,300 New
Schroder Investment Management Group
403
Schroder Investment Management Group
United Kingdom
$328K +$215K +6,350 New
SBIA
404
Sheaff Brock Investment Advisors
Indiana
$323K +$53.4K +1,580 +24%
AFAS
405
Acorn Financial Advisory Services
Virginia
$322K +$274K +8,110 New
HAG
406
HighPoint Advisor Group
Illinois
$307K -$3.38K -100 -1%
BFA
407
Benedict Financial Advisors
Georgia
$296K – – –
AG
408
Aperio Group
California
$293K +$249K +7,370 New
ODIJL
409
One Day In July LLC
Vermont
$290K – – –
HSA
410
HBK Sorce Advisory
Pennsylvania
$289K +$1.01K +30 +0.4%
Rockefeller Capital Management
411
Rockefeller Capital Management
New York
$288K +$240K +7,100 +4,733%
JWCA
412
J.W. Cole Advisors
Florida
$288K +$245K +7,250 New
Millennium Management
413
Millennium Management
New York
$286K +$243K +7,190 New
Verition Fund Management
414
Verition Fund Management
Connecticut
$285K +$243K +7,180 New
LOAMS
415
Lombard Odier Asset Management (Switzerland)
Switzerland
$283K +$241K +7,130 New
GIA
416
Gladstone Institutional Advisory
Florida
$280K -$201K -5,930 -46%
DWM
417
Dorchester Wealth Management
Quebec, Canada
$278K -$50.7K -1,500 -18%
VFA
418
Valeo Financial Advisors
Indiana
$278K -$1.01K -30 -0.4%
GIA
419
GHP Investment Advisors
Colorado
$278K +$237K +7,000 New
HIA
420
Harbor Investment Advisory
Maryland
$278K +$237K +7,000 New
SWM
421
Sculati Wealth Management
Michigan
$278K +$237K +7,000 New
CFG
422
CKW Financial Group
Hawaii
$277K – – –
SIAS
423
Shine Investment Advisory Services
Colorado
$274K – – –
GPA
424
Garrison Point Advisors
California
$270K – – –
VWM
425
Vigilare Wealth Management
Arizona
$269K +$194K +5,730 New