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Name Holding Trade Value Shares
Change
Change in
Stake
IF
776
Insight Folios
North Carolina
$584K +$590K +4,202 New
IIM
777
Intact Investment Management
Quebec, Canada
$583K +$70.2K +500 +14%
SIM
778
Sentry Investment Management
Wisconsin
$582K +$32.7K +233 +6%
HIIFS
779
Harel Insurance Investments & Financial Services
Israel
$580K +$226K +1,612 +61%
OL
780
Optas LLC
Texas
$575K +$5.33K +38 +0.9%
HWM
781
HB Wealth Management
Georgia
$572K -$109K -779 -16%
WFI
782
West Family Investments
California
$570K +$41K +292 +8%
SACTSONJ
783
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$570K
BCWM
784
Bartlett & Co Wealth Management
Ohio
$569K +$575K +4,100 New
BC
785
Bartlett & Co
Ohio
$569K +$575K +4,100 New
DC
786
Diametric Capital
Massachusetts
$569K +$575K +4,096 New
PFS
787
Prospera Financial Services
Texas
$566K +$2.67K +19 +0.5%
LWMM
788
Legacy Wealth Management (Mississippi)
Mississippi
$560K -$3.37K -24 -0.6%
TCM
789
Traynor Capital Management
Pennsylvania
$559K +$4.91K +35 +0.9%
CG
790
Colony Group
Massachusetts
$557K +$5.47K +39 +1%
AGA
791
Accuvest Global Advisors
Utah
$556K +$561K +4,000 New
EWM
792
EPG Wealth Management
Georgia
$552K +$55.4K +395 +11%
CFG
793
Cooper Financial Group
California
$552K +$102K +726 +22%
BWM
794
Bulltick Wealth Management
Florida
$552K +$94.7K +675 +20%
MMPW
795
Mitchell McLeod Pugh & Williams
Alabama
$550K -$84.2K -600 -13%
FWM
796
Forza Wealth Management
Florida
$549K +$14K +100 +3%
MOS
797
MGO One Seven
Ohio
$548K -$62K -442 -10%
BCM
798
Brookstone Capital Management
Illinois
$544K -$850K -6,059 -61%
TC
799
Telemus Capital
Michigan
$544K +$343K +2,445 +166%
AWCI
800
Alpine Woods Capital Investors
New York
$544K -$1.9M -13,507 -78%