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Name Holding Trade Value Shares
Change
Change in
Stake
CCA
826
Checchi Capital Advisers
California
$322K +$12.8K +162 +4%
SMA
827
Seven Mile Advisory
New Jersey
$322K +$1.19K +15 +0.4%
HIA
828
Harbor Investment Advisory
Maryland
$321K -$5.29K -67 -2%
Wolverine Trading
829
Wolverine Trading
Illinois
$320K -$12.2M -154,669 -97%
TI
830
Tidal Investments
Wisconsin
$320K -$372K -4,708 -53%
AC
831
Abbrea Capital
California
$319K +$6.24K +79 +2%
OS
832
Objectivity Squared
South Carolina
$317K – – –
AF
833
Advisornet Financial
Minnesota
$316K +$1.58K +20 +0.5%
BZWA
834
Blue Zone Wealth Advisors
California
$315K – – –
PWPS
835
Pinnacle Wealth Planning Services
Ohio
$315K +$67.6K +856 +27%
SIM
836
SRS Investment Management
New York
$314K – – –
SIA
837
Schechter Investment Advisors
Michigan
$314K +$44.5K +563 +16%
RCA
838
Resonant Capital Advisors
Wisconsin
$314K +$321K +4,063 New
EFS
839
Essex Financial Services
Connecticut
$313K -$48.1K -609 -13%
FHC
840
First Heartland Consultants
Missouri
$313K -$22.4K -284 -7%
KA
841
Kozak & Associates
Colorado
$313K – – –
HC
842
Henshaw Capital
Massachusetts
$313K – – –
RFC
843
Regions Financial Corp
Alabama
$311K -$42.3K -536 -12%
SQA
844
Simon Quick Advisors
New Jersey
$311K +$318K +4,024 New
PFA
845
Pinnacle Family Advisors
Missouri
$308K +$316K +3,994 New
OFG
846
Oxford Financial Group
Indiana
$308K -$15.8K -200 -5%
CA
847
Clearstead Advisors
Ohio
$306K +$13.4K +170 +3%
IAP
848
Indie Asset Partners
Indiana
$305K -$1.98K -25 -0.6%
GWANC
849
Guardian Wealth Advisors (North Carolina)
North Carolina
$303K -$790 -10 -0.3%
SAM
850
Secure Asset Management
Michigan
$302K +$60.9K +771 +25%