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Name Holding Trade Value Shares
Change
Change in
Stake
HIA
451
Harbor Investment Advisory
Maryland
$324K +$34.3K +760 +11%
APW
452
Aurora Private Wealth
New Jersey
$323K +$349K +7,740 New
MA
453
MONECO Advisors
Connecticut
$321K +$1.8K +40 +0.5%
FWP
454
FAS Wealth Partners
Kansas
$321K +$347K +7,700 New
IFWM
455
Institute for Wealth Management
Colorado
$319K -$50K -1,110 -13%
SVWAG
456
Sound View Wealth Advisors Group
Georgia
$317K +$73K +1,620 +27%
GA
457
Geller Advisors
New York
$314K +$339K +7,520 New
AWA
458
Arete Wealth Advisors
Illinois
$312K +$338K +7,490 New
BFA
459
Benedict Financial Advisors
Georgia
$311K
GSWM
460
Golden State Wealth Management
California
$311K +$336K +7,450 New
ODIJL
461
One Day In July LLC
Vermont
$310K +$6.31K +140 +2%
IA
462
IFP Advisors
Florida
$308K -$77.1K -1,710 -20%
BSAM
463
Blue Square Asset Management
New York
$300K +$324K +7,190 New
IAP
464
Indie Asset Partners
Indiana
$296K +$43.3K +960 +16%
FTIOP
465
Fiduciary Trust International of Pennsylvania
Pennsylvania
$295K +$29.3K +650 +10%
LOAMS
466
Lombard Odier Asset Management (Switzerland)
Switzerland
$293K -$97.4K -2,160 -30%
SWM
467
Sculati Wealth Management
Michigan
$292K
PA
468
Paragon Advisors
Texas
$288K -$131K -2,910 -30%
CIAS
469
Capital Investment Advisory Services
North Carolina
$285K +$34.7K +770 +13%
FC
470
Ferris Capital
Massachusetts
$284K +$307K +6,800 New
AG
471
Aperio Group
California
$280K -$29.3K -650 -9%
C
472
Certuity
Florida
$276K +$11.7K +260 +4%
Walleye Capital
473
Walleye Capital
New York
$274K -$1.33M -29,610 -82%
PNC
474
Park National Corp
Ohio
$271K -$165K -3,670 -36%
GPA
475
Garrison Point Advisors
California
$269K -$15.8K -350 -5%