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Name Holding Trade Value Shares
Change 		Change in
Stake
BA
801
Bridgewater Advisors
New York
$409K +$397K +710 New
IC
802
Iconiq Capital
California
$405K +$73.8K +132 +22%
WPP
803
Whalerock Point Partners
Rhode Island
$404K – – –
VR
804
Valued Retirements
Texas
$404K +$410K +734 New
MOS
805
MGO One Seven
Ohio
$402K -$62.6K -112 -13%
BIG
806
Brookwood Investment Group
Arizona
$397K +$404K +722 New
SPFA
807
Summit Place Financial Advisors
New Jersey
$394K – – –
QCM
808
QRG Capital Management
Illinois
$391K +$106K +189 +36%
MMA
809
Miracle Mile Advisors
California
$390K +$30.2K +54 +8%
MFA
810
Morling Financial Advisors
California
$389K +$107K +191 +37%
CIC
811
Carnegie Investment Counsel
Ohio
$389K -$83.8K -150 -17%
OL
812
Optas LLC
Texas
$387K +$84.9K +152 +28%
SIA
813
Schechter Investment Advisors
Michigan
$386K +$392K +701 New
NS
814
NBC Securities
Alabama
$384K +$391K +699 New
SF
815
Synovus Financial
Georgia
$382K +$388K +695 New
GGA
816
Granite Group Advisors
Connecticut
$380K -$53.7K -96 -12%
CC
817
Callan Capital
California
$378K +$78.8K +141 +26%
PI
818
PFG Investments
New York
$377K +$1.12K +2 +0.3%
TVM
819
True Vision MN
Minnesota
$377K +$383K +685 New
EWA
820
EP Wealth Advisors
California
$377K -$56.4K -101 -13%
PCP
821
Proficio Capital Partners
Massachusetts
$376K +$30.7K +55 +9%
IP
822
Ignite Planners
California
$375K +$30.7K +55 +10%
SCA
823
Sandy Cove Advisors
Massachusetts
$375K – – –
FFA
824
Founders Financial Alliance
North Carolina
$374K +$380K +680 New
VCM
825
Virtue Capital Management
Tennessee
$373K +$381K +681 New
31 32
33
34 35