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Name Holding Trade Value Shares
Change
Change in
Stake
WSC
451
Wellington Shields & Co
New York
$531K
WI
452
Wahed Invest
New York
$530K +$1.22K +15 +0.2%
WT
453
Whittier Trust
California
$530K +$9.14K +112 +2%
MSA
454
MUFG Securities Americas
New York
$524K +$92.2K +1,130 +21%
PHIC
455
Pine Haven Investment Counsel
Massachusetts
$523K
KRSITF
456
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$512K -$28.8K -353 -5%
KF
457
Krilogy Financial
Missouri
$508K +$515K +6,311 New
HT
458
Headlands Technologies
Illinois
$508K +$507K +6,218 New
LA
459
LVW Advisors
New York
$506K +$505K +6,194 New
PFS
460
Prospera Financial Services
Texas
$500K +$4K +49 +0.8%
AC
461
AlphaCore Capital
California
$498K +$64.9K +795 +15%
GI
462
GAMMA Investing
California
$496K +$55.1K +676 +13%
QI
463
Qtron Investments
Massachusetts
$494K +$494K +6,056 New
PWA
464
Physician Wealth Advisors
Utah
$490K
CPA
465
Capital Performance Advisors
California
$480K +$199K +2,439 +71%
CPIG
466
Chicago Partners Investment Group
Illinois
$475K +$85.6K +1,049 +22%
IA
467
IFP Advisors
Florida
$475K +$370K +4,538 +356%
EWM
468
Empirical Wealth Management
Washington
$471K -$76.6K -939 -14%
PGFC
469
Peapack-Gladstone Financial Corp
New Jersey
$466K +$57.2K +701 +14%
CIC
470
Chilton Investment Company
Connecticut
$465K +$31.9K +391 +7%
SWA
471
Sax Wealth Advisors
New Jersey
$463K -$14.5K -178 -3%
Envestnet Portfolio Solutions
472
Envestnet Portfolio Solutions
Illinois
$461K +$156K +1,918 +51%
MOS
473
MGO One Seven
Ohio
$460K +$460K +5,636 New
AWM
474
Axxcess Wealth Management
California
$458K +$213K +2,614 +87%
CCA
475
Cadent Capital Advisors
Oklahoma
$458K -$163K -2,000 -26%