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Name Holding Trade Value Shares
Change
Change in
Stake
NGA
876
Naples Global Advisors
Florida
$220K +$192K +3,403 New
APW
877
Acima Private Wealth
Virginia
$218K – – –
PM
878
Pembroke Management
Quebec, Canada
$216K +$143K +2,528 New
NL
879
NWAM LLC
Washington
$216K +$189K +3,342 New
WAM
880
WNY Asset Management
New York
$216K +$189K +3,340 New
MWM
881
Modera Wealth Management
New Jersey
$215K +$188K +3,334 New
CWMGP
882
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$214K -$130K -2,300 -41%
CWM
883
Centurion Wealth Management
Virginia
$213K +$186K +3,294 New
NWMG
884
National Wealth Management Group
Ohio
$212K +$214K +3,781 New
KLCM
885
KG&L Capital Management
Louisiana
$212K -$58.2K -1,030 -24%
MW
886
MBL Wealth
North Carolina
$212K +$185K +3,280 New
CFG
887
Citizens Financial Group
Rhode Island
$211K -$542K -9,596 -75%
Mitsubishi UFJ Asset Management
888
Mitsubishi UFJ Asset Management
Japan
$211K -$73.7K -1,304 -29%
CPA
889
Cardiff Park Advisors
California
$210K +$184K +3,258 New
ZIM
890
Zacks Investment Management
Illinois
$210K +$183K +3,243 New
BL
891
Balentine LLC
Georgia
$209K +$183K +3,238 New
B
892
Bridgeworth
Alabama
$209K +$183K +3,233 New
BCG
893
Breakwater Capital Group
New Jersey
$208K +$182K +3,224 New
CPRC
894
Consolidated Portfolio Review Corp
New York
$208K +$182K +3,220 New
MS
895
Maven Securities
Jersey
$208K +$182K +3,213 New
ACI
896
Alpha Cubed Investments
California
$207K +$181K +3,210 New
TA
897
TFB Advisors
Kansas
$206K +$180K +3,192 New
AAM
898
Azzad Asset Management
Virginia
$206K +$180K +3,187 New
MFG
899
Mainsail Financial Group
Washington
$205K +$180K +3,180 New
ADL
900
Asset Dedication LLC
California
$203K +$61.1K +1,080 +52%