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Name Holding Trade Value Shares
Change
Change in
Stake
RIA
551
Realta Investment Advisors
Delaware
$367K -$427 -10 -0.1%
MCM
552
Marsico Capital Management
Colorado
$367K – – –
GCP
553
Gill Capital Partners
Colorado
$366K -$208K -4,869 -90%
MBTD
554
Mechanics Bank - Trust Department
California
$364K -$170K -3,980 -25%
RCG
555
Regatta Capital Group
California
$361K +$493K +11,540 New
WCM
556
Washburn Capital Management
Florida
$358K -$356K -8,340 -42%
Daiwa Securities Group
557
Daiwa Securities Group
Japan
$358K +$8.54K +200 +7%
SPP
558
Single Point Partners
Massachusetts
$358K +$490K +11,464 New
AFAS
559
Acorn Financial Advisory Services
Virginia
$357K +$170K +3,989 +54%
ARG
560
Advisory Resource Group
Oklahoma
$353K +$227K +5,310 +89%
AWM
561
Avior Wealth Management
Nebraska
$352K +$278K +6,500 +136%
CCM
562
Chimera Capital Management
New York
$352K +$482K +11,280 New
MC
563
Moors & Cabot
Massachusetts
$349K +$17.1K +400 +4%
DGAM
564
Desjardins Global Asset Management
Quebec, Canada
$347K -$292K -6,850 -38%
N
565
Natixis
France
$346K -$6.91M -161,775 -94%
GVAG
566
Great Valley Advisor Group
Delaware
$346K +$105K +2,450 +28%
VCA
567
Verdence Capital Advisors
Maryland
$345K -$192K -4,488 -29%
CW
568
CreativeOne Wealth
Kansas
$345K +$190K +4,450 +68%
BFEC
569
Benjamin F. Edwards & Company
Missouri
$344K +$62.8K +1,470 +15%
MTWM
570
Masso Torrence Wealth Management
New Jersey
$340K +$465K +10,888 New
BIAS
571
Beacon Investment Advisory Services
New Jersey
$337K +$5.12K +120 +1%
PPP
572
Private Portfolio Partners
New Jersey
$336K +$94.8K +2,220 +26%
CFGS
573
Concourse Financial Group Securities
Alabama
$334K +$27.8K +650 +6%
COI
574
Connable Office Inc
Michigan
$331K – – –
WI
575
Wahed Invest
New York
$331K +$228K +5,330 +101%