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Name Holding Trade Value Shares
Change
Change in
Stake
FIA
601
Foundations Investment Advisors
Arizona
$301K +$226K +5,300 +139%
EWA
602
EP Wealth Advisors
California
$301K +$282K +6,595 +216%
KLCM
603
KG&L Capital Management
Louisiana
$299K -$364K -8,530 -47%
LWAM
604
Legacy Wealth Asset Management
Minnesota
$299K +$11.5K +270 +3%
IFWM
605
Institute for Wealth Management
Colorado
$297K +$121K +2,840 +43%
Verition Fund Management
606
Verition Fund Management
Connecticut
$296K -$91K -2,130 -18%
FC
607
Forte Capital
New York
$295K +$16.2K +380 +4%
CP
608
Covenant Partners
Tennessee
$295K +$17.1K +400 +4%
PCS
609
Personal CFO Solutions
New Jersey
$292K +$12.2K +285 +3%
IWP
610
Icon Wealth Partners
Texas
$292K +$61.4K +1,439 +18%
BCM
611
Bienville Capital Management
New York
$291K – – –
AF
612
Allworth Financial
California
$291K +$59.8K +1,400 +18%
CCIA
613
Cherry Creek Investment Advisors
Colorado
$290K +$8.54K +200 +2%
BCM
614
Brookstone Capital Management
Illinois
$290K +$13.6K +319 +4%
PFO
615
Pathstone Family Office
New Jersey
$289K -$111K -2,602 -22%
EF
616
Empowered Funds
Pennsylvania
$289K +$395K +9,240 New
AWA
617
Arkadios Wealth Advisors
Georgia
$287K +$22.6K +530 +6%
SGA
618
Seaport Global Advisors
Massachusetts
$287K +$141K +3,300 +56%
GC
619
GFG Capital
Florida
$286K +$10.2K +240 +3%
W
620
Wealthsimple
Ontario, Canada
$283K -$45.2K -1,058 -13%
ARIS
621
Advanced Research Investment Solutions
California
$282K – – –
PWSG
622
Pacific Wealth Strategies Group
California
$281K -$288K -6,740 -43%
AIM
623
Arcadia Investment Management
Michigan
$278K – – –
GRP
624
Global Retirement Partners
California
$277K -$9.18K -215 -2%
AIM
625
Aigen Investment Management
New York
$277K +$379K +8,879 New