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Name Holding Trade Value Shares
Change
Change in
Stake
CA
451
Claar Advisors
New York
$407K -$180K -2,536 -26%
SWRP
452
Summit Wealth & Retirement Planning
California
$405K +$284 +4 +0.1%
SWM
453
SeaCrest Wealth Management
New York
$404K -$9.65K -136 -2%
QCG
454
Quadrant Capital Group
Ohio
$403K -$27.5K -388 -5%
APA
455
American Portfolios Advisors
New York
$396K -$105K -1,474 -17%
EI
456
Ethic Inc
New York
$396K +$143K +2,014 +40%
FFA
457
First Foundation Advisors
California
$395K -$233K -3,286 -32%
KFA
458
Krane Funds Advisors
New York
$390K -$28.4K -400 -5%
EWM
459
Evercore Wealth Management
New York
$387K +$18.9K +266 +4%
Carson Wealth (CWM LLC)
460
Carson Wealth (CWM LLC)
Nebraska
$383K
S
461
SimplyRich
California
$379K +$90.7K +1,278 +25%
ECM
462
ETrade Capital Management
Virginia
$379K +$106K +1,500 +29%
22CM
463
20/20 Capital Management
California
$378K -$15.7K -222 -4%
DIM
464
DC Investments Management
Virginia
$374K +$231K +3,254 +97%
WAM
465
Weatherly Asset Management
California
$371K -$69K -972 -13%
B
466
Barings
North Carolina
$370K -$271K -3,820 -37%
BSW
467
Buckingham Strategic Wealth
Missouri
$370K -$95.6K -1,348 -17%
LCM
468
LVM Capital Management
Michigan
$369K
Simplex Trading
469
Simplex Trading
Illinois
$363K +$28.7K +404 +7%
FMTC
470
Farmers & Merchants Trust Company
California
$359K -$21.8K -308 -5%
LS
471
Livforsakringsbolaget Skandia
Sweden
$358K +$156K +2,200 +53%
WI
472
Wintrust Investments
Illinois
$357K +$10.6K +150 +2%
LSAG
473
Lake Street Advisors Group
New Hampshire
$356K -$10.8K -152 -2%
RFN
474
RDA Financial Network
Iowa
$355K
MAA
475
Mraz Amerine & Associates
California
$353K -$39.9K -562 -8%