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Name Holding Trade Value Shares
Change
Change in
Stake
FAIM
751
Financial Advocates Investment Management
Washington
$371K -$69K -490 -17%
LSAG
752
Lake Street Advisors Group
New Hampshire
$370K +$22.2K +158 +7%
FT
753
Fiduciary Trust
Massachusetts
$368K -$63.4K -450 -16%
OPWM
754
Oxinas Partners Wealth Management
Indiana
$364K +$332K +2,360 New
IIA
755
IPG Investment Advisors
California
$362K +$330K +2,345 New
LS
756
Livforsakringsbolaget Skandia
Sweden
$358K
CA
757
Clearstead Advisors
Ohio
$358K +$28.7K +204 +10%
CCFM
758
Clear Creek Financial Management
Washington
$352K +$63.5K +451 +25%
GRP
759
Global Retirement Partners
California
$351K +$148K +1,053 +87%
Kovitz Investment Group Partners
760
Kovitz Investment Group Partners
Illinois
$350K -$64.8K -460 -17%
HHGA
761
Halbert Hargrove Global Advisors
California
$347K
VI
762
Versor Investments
New York
$346K +$316K +2,244 New
BEI
763
Benjamin Edwards Inc
Missouri
$344K +$48.4K +344 +18%
WA
764
Wealth Alliance
New York
$343K +$28.2K +200 +10%
SAM
765
Shell Asset Management
Netherlands
$340K -$19.4K -138 -6%
BF
766
bLong Financial
Tennessee
$337K +$308K +2,184 New
FPAS
767
Focus Partners Advisor Solutions
Missouri
$335K +$305K +2,168 New
LBWM
768
Left Brain Wealth Management
Illinois
$334K +$304K +2,160 New
WIA
769
World Investment Advisors
California
$331K +$302K +2,146 New
AT
770
American Trust
Kentucky
$330K +$301K +2,140 New
OHWP
771
Oak Harbor Wealth Partners
North Carolina
$330K -$176K -1,250 -37%
LI
772
LMCG Investments
Massachusetts
$328K -$69.8K -496 -19%
HAG
773
HighPoint Advisor Group
Illinois
$328K -$10.8K -77 -4%
ATS
774
Ashton Thomas Securities
New York
$325K +$296K +2,100 +26,250%
HCA
775
Harbor Capital Advisors
Illinois
$323K -$187K -1,330 -39%