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Name Holding Trade Value Shares
Change
Change in
Stake
VA
676
Valmark Advisers
Ohio
$388K +$13.3K +219 +3%
LNC
677
Lincoln National Corp
Pennsylvania
$388K -$38.6K -637 -8%
TCM
678
Traynor Capital Management
Pennsylvania
$385K +$154K +2,549 +57%
VAS
679
Vestmark Advisory Solutions
Massachusetts
$385K +$165K +2,726 +63%
GS
680
Gagnon Securities
New York
$384K -$1.21K -20 -0.3%
NFG
681
Nadler Financial Group
Illinois
$383K
BWA
682
Bordeaux Wealth Advisors
California
$382K
BCM
683
Brookstone Capital Management
Illinois
$382K -$38.9K -642 -8%
AIM
684
Aigen Investment Management
New York
$381K -$895K -14,776 -68%
SW
685
SVB Wealth
Massachusetts
$379K -$26K -429 -6%
PI
686
Pachira Investments
California
$379K +$79.9K +1,319 +23%
WSTAM
687
Wilbanks Smith & Thomas Asset Management
Virginia
$378K +$1.57K +26 +0.4%
TCA
688
Transcend Capital Advisors
New Jersey
$375K +$106K +1,751 +34%
UCFA
689
United Capital Financial Advisors
Texas
$374K +$22.7K +374 +6%
XT
690
XTX Topco
Cayman Islands
$372K -$396K -6,531 -49%
IWP
691
Icon Wealth Partners
Texas
$372K -$30.1K -496 -7%
ODG
692
O'Dell Group
Ohio
$371K +$61 +1 +0%
SHGA
693
Sand Hill Global Advisors
California
$371K +$33K +544 +9%
CAAS
694
Capital Asset Advisory Services
Michigan
$370K -$22.1K -365 -5%
WEG
695
World Equity Group
Illinois
$369K -$37.6K -621 -8%
AFM
696
Abbot Financial Management
Massachusetts
$367K +$24.2K +400 +6%
CG
697
Colony Group
Massachusetts
$366K
CWM
698
Circle Wealth Management
New Jersey
$365K +$115K +1,906 +40%
VCA
699
Verdence Capital Advisors
Maryland
$364K +$405K +6,677 New
Vanguard Capital Wealth Advisors
700
Vanguard Capital Wealth Advisors
Colorado
$360K