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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
ACM
951
Avalon Capital Management
California
$218K +$208K +800 New
H
952
HoyleCohen
California
$218K +$208K +800 New
RZH
953
Relyea Zuckerberg Hanson
Connecticut
$218K +$208K +800 New
HPWM
954
Highland Private Wealth Management
Washington
$217K -$5.2K -20 -2%
CFGS
955
Concourse Financial Group Securities
Alabama
$216K +$195K +751 +1,926%
MC
956
Moors & Cabot
Massachusetts
$216K +$205K +790 New
SAM
957
Secure Asset Management
Michigan
$216K +$206K +792 New
GC
958
Gilbert & Cook
Iowa
$215K +$204K +787 New
WANY
959
Wealthspire Advisors (New York)
New York
$214K +$204K +784 New
CBT
960
Capital Bank & Trust
California
$213K -$9.61K -37 -5%
CBFP
961
Cedar Brook Financial Partners
Ohio
$210K +$200K +769 New
ZF
962
Zhang Financial
Michigan
$209K +$182K +700 New
DJSG
963
D.J. St. Germain
Massachusetts
$208K +$198K +761 New
IA
964
IFP Advisors
Florida
$207K +$27.3K +105 +17%
WA
965
Waverly Advisors
Alabama
$207K +$182K +699 New
GBT
966
Grove Bank & Trust
Florida
$205K +$195K +749 New
AWM
967
Altium Wealth Management
New York
$202K +$193K +741 New
SB
968
Strategic Blueprint
Georgia
$201K – – –
FMT
969
First Mercantile Trust
Tennessee
$199K -$25.5K -98 -12%
GLI
970
Guardian Life Insurance
New York
$197K – – –
NIM
971
NuWave Investment Management
New Jersey
$194K -$1.79M -6,899 -91%
HIIFS
972
Harel Insurance Investments & Financial Services
Israel
$194K +$184K +710 New
FA
973
Fortis Advisors
Pennsylvania
$189K +$180K +694 New
LC
974
Lindbrook Capital
California
$188K +$520 +2 +0.3%
Parallax Volatility Advisers
975
Parallax Volatility Advisers
California
$185K -$14.2M -54,682 -99%