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Name Holding Trade Value Shares
Change
Change in
Stake
DI
701
Diligent Investors
California
$212K +$58.5K +1,370 +25%
SAS
702
Sanford Advisory Services
Michigan
$212K +$121K +2,840 +72%
AIA
703
Alera Investment Advisors
Illinois
$211K +$3.84K +90 +1%
CA
704
Clearstead Advisors
Ohio
$209K -$45.3K -1,060 -14%
LOAMS
705
Lombard Odier Asset Management (Switzerland)
Switzerland
$209K +$289K +6,760 New
AF
706
Advisornet Financial
Minnesota
$208K +$45.7K +1,070 +19%
WP
707
WMS Partners
Maryland
$207K +$106K +2,480 +60%
Vanguard Capital Wealth Advisors
708
Vanguard Capital Wealth Advisors
Colorado
$206K – – –
WP
709
WealthSource Partners
California
$203K -$5.98K -140 -2%
RWP
710
Revolve Wealth Partners
New Jersey
$203K -$1.28K -30 -0.5%
BP
711
BBR Partners
New York
$203K +$278K +6,510 New
SIG
712
Sargent Investment Group
Maryland
$201K -$58.4K -1,367 -18%
NB
713
Nicolet Bankshares
Wisconsin
$201K -$2.56K -60 -0.9%
NIG
714
NFJ Investment Group
Texas
$200K -$6.41K -150 -2%
SBH
715
Segall Bryant & Hamill
Illinois
$200K -$854 -20 -0.3%
BBA
716
BLB&B Advisors
Pennsylvania
$200K – – –
EIP
717
Ellis Investment Partners
Pennsylvania
$196K +$237K +5,540 +729%
SIA
718
SkyView Investment Advisors
New Jersey
$194K +$69.2K +1,620 +35%
AAP
719
Arax Advisory Partners
Colorado
$193K +$41K +960 +18%
KFP
720
KB Financial Partners
New Jersey
$188K +$65.8K +1,540 +34%
ODG
721
O'Dell Group
Ohio
$187K +$65.8K +1,540 +35%
CCA
722
Column Capital Advisors
Indiana
$187K +$82.4K +1,930 +48%
CAM
723
CenterStar Asset Management
Illinois
$184K – – –
BWP
724
Baldwin Wealth Partners
Massachusetts
$181K +$21.4K +500 +9%
BLC
725
Brown, Lisle/Cummings
Rhode Island
$178K – – –