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Name Holding Trade Value Shares
Change
Change in
Stake
SW
376
SlateStone Wealth
Florida
$404K +$251K +940 +115%
MSFS
377
Main Street Financial Solutions
Pennsylvania
$396K +$145K +542 +46%
IP
378
Intellectus Partners
California
$396K +$461K +1,726 New
JIP
379
Jaffetilchin Investment Partners
Florida
$392K -$52K -195 -10%
Simplex Trading
380
Simplex Trading
Illinois
$390K +$455K +1,703 New
LNC
381
Lincoln National Corp
Pennsylvania
$389K +$453K +1,699 New
VIA
382
Vident Investment Advisory
Georgia
$388K +$452K +1,692 New
BHB
383
Bank Hapoalim BM
Israel
$385K +$14.7K +55 +3%
PCA
384
Peddock Capital Advisors
Massachusetts
$385K +$448K +1,679 New
OIM
385
Oder Investment Management
California
$377K -$6.94K -26 -2%
BCA
386
Bay Colony Advisors
Massachusetts
$375K +$42.7K +160 +11%
AWA
387
Alta Wealth Advisors
Massachusetts
$373K +$434K +1,625 New
SMDAM
388
Sumitomo Mitsui DS Asset Management
Japan
$370K +$4K +15 +0.9%
FHA
389
Flagship Harbor Advisors
Massachusetts
$368K +$47.8K +179 +13%
OMC
390
Oasis Management Company
Cayman Islands
$367K – – –
G
391
Gainplan
Michigan
$365K +$430K +1,613 New
NL
392
NWAM LLC
Washington
$364K +$424K +1,587 New
AAS
393
Avantax Advisory Services
Texas
$362K +$424K +1,590 New
URS
394
Utah Retirement Systems
Utah
$361K +$420K +1,573 New
OAM
395
Oppenheimer Asset Management
New York
$357K +$136K +508 +48%
IAA
396
Independent Advisor Alliance
North Carolina
$356K +$206K +772 +99%
PHM
397
Prospect Hill Management
New Jersey
$355K +$414K +1,550 New
PAS
398
Park Avenue Securities
New York
$352K +$410K +1,537 New
Fayez Sarofim & Co
399
Fayez Sarofim & Co
Texas
$344K – – –
LSPW
400
Lake Street Private Wealth
Illinois
$344K +$58.7K +220 +17%