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Name Holding Trade Value Shares
Change
Change in
Stake
SWM
551
Spire Wealth Management
Virginia
$292K -$650K -19,121 -64%
CCIA
552
Cherry Creek Investment Advisors
Colorado
$290K +$50.3K +1,480 +16%
ECM
553
ExodusPoint Capital Management
New York
$289K -$11.7M -342,906 -97%
MTWM
554
Masso Torrence Wealth Management
New Jersey
$288K -$7.25K -213 -2%
IC
555
IEQ Capital
California
$283K -$746K -21,940 -68%
RHBC
556
R.H. Bluestein & Co
Michigan
$283K – – –
AF
557
Advisornet Financial
Minnesota
$276K +$121K +3,570 +54%
CWM
558
Cornerstone Wealth Management
Missouri
$275K +$100K +2,950 +41%
AWA
559
Arete Wealth Advisors
Illinois
$274K +$346K +10,168 New
PPP
560
Private Portfolio Partners
New Jersey
$271K -$24K -705 -7%
BIAS
561
Beacon Investment Advisory Services
New Jersey
$270K -$26.2K -770 -7%
LFM
562
Lumina Fund Management
New York
$269K – – –
CFD
563
Creative Financial Designs
Indiana
$268K – – –
DWM
564
Dakota Wealth Management
Florida
$266K -$248K -7,300 -43%
VOYA Investment Management
565
VOYA Investment Management
Georgia
$265K +$335K +9,850 New
WA
566
Wealth Architects
California
$264K -$1.29K -38 -0.4%
PCA
567
Personal Capital Advisors
California
$262K -$8.95K -263 -3%
SS
568
Sunbelt Securities
Texas
$261K +$30.9K +907 +10%
IWA
569
Icon Wealth Advisors
Texas
$261K +$329K +9,686 New
GIBU
570
Gulf International Bank (UK)
United Kingdom
$259K – – –
WCAMG
571
Woodard & Company Asset Management Group
North Carolina
$256K +$25.5K +750 +9%
GIA
572
Gladstone Institutional Advisory
Florida
$255K -$105K -3,088 -25%
LC
573
Lindbrook Capital
California
$254K +$75.8K +2,229 +31%
WCM
574
Washburn Capital Management
Florida
$253K -$69.7K -2,050 -18%
HIIFS
575
Harel Insurance Investments & Financial Services
Israel
$252K -$8.81K -259 -3%