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Name Holding Trade Value Shares
Change
Change in
Stake
HAG
826
HighPoint Advisor Group
Illinois
$845K -$161K -1,411 -16%
ITFISA
827
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$844K +$365K +3,199 +76%
HCA
828
Harbour Capital Advisors
Virginia
$844K +$72.5K +635 +10%
SVWAG
829
Sound View Wealth Advisors Group
Georgia
$840K -$292K -2,559 -26%
MA
830
MONECO Advisors
Connecticut
$837K -$69.4K -608 -8%
AI
831
Accredited Investors
Minnesota
$836K -$137K -1,199 -14%
EFG
832
Everhart Financial Group
Ohio
$835K -$228 -2 -0%
BIG
833
Brookwood Investment Group
Arizona
$832K +$832K +7,289 New
ACM
834
AlphaStar Capital Management
North Carolina
$827K +$198K +1,733 +31%
OFS
835
OneAscent Financial Services
Alabama
$824K +$542K +4,752 +193%
SAM
836
Sunstone Asset Management
New York
$821K
CPA
837
Cardiff Park Advisors
California
$821K -$166K -1,455 -17%
EB
838
Eastern Bank
Massachusetts
$819K -$9.81K -86 -1%
KWS
839
Keystone Wealth Services
California
$810K -$2.74K -24 -0.3%
AO
840
Advisor OS
Illinois
$810K -$93.5K -819 -10%
SW
841
SlateStone Wealth
Florida
$808K -$25.7K -225 -3%
SWP
842
Sagespring Wealth Partners
Tennessee
$808K -$175K -1,535 -18%
WCM Investment Management
843
WCM Investment Management
California
$805K -$762M -6,675,474 -100%
QCM
844
QRG Capital Management
Illinois
$805K +$282K +2,474 +54%
HWAM
845
Hennion & Walsh Asset Management
New Jersey
$803K +$245K +2,148 +44%
FBB
846
Fulton Breakefield Broenniman
Maryland
$803K -$80K -701 -9%
BP
847
BBR Partners
New York
$803K
IAN
848
Integrated Advisors Network
Texas
$802K -$206K -1,807 -20%
EAM
849
Empirical Asset Management
Massachusetts
$801K +$431K +3,779 +117%
SC
850
Syon Capital
California
$798K -$405K -3,545 -34%