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Name Holding Trade Value Shares
Change
Change in
Stake
CG
376
Caprock Group
Idaho
$440K +$38.8K +2,295 +11%
GC
377
Grimes & Company
Massachusetts
$431K -$18.5K -1,095 -5%
KA
378
Kovack Advisors
Florida
$431K +$393K +23,235 New
MSFP
379
Mark Sheptoff Financial Planning
Connecticut
$429K +$254 +15 +0.1%
CA
380
Clearstead Advisors
Ohio
$426K -$57.6K -3,405 -13%
MYAM
381
Meiji Yasuda Asset Management
Japan
$421K
Envestnet Asset Management
382
Envestnet Asset Management
Illinois
$419K +$158K +9,315 +70%
DLG
383
Daniel L. Goodwin
$417K
MCM
384
MAI Capital Management
Ohio
$415K +$50.8K +3,000 +16%
LC
385
Lourd Capital
California
$408K +$12.9K +765 +4%
BSW
386
Buckingham Strategic Wealth
Missouri
$407K +$254 +15 +0.1%
SCG
387
Sonata Capital Group
Washington
$406K +$99K +5,850 +37%
AL
388
Aspiriant LLC
California
$405K +$369K +21,825 New
DII
389
Domini Impact Investments
New York
$403K -$109K -6,450 -23%
BBCM
390
Boardman Bay Capital Management
New York
$403K +$367K +21,720 New
VFA
391
Voya Financial Advisors
Connecticut
$401K +$40.6K +2,400 +12%
PFA
392
Pinnacle Family Advisors
Missouri
$399K +$105K +6,210 +41%
LOAME
393
Lombard Odier Asset Management (Europe)
United Kingdom
$398K -$20K -1,185 -5%
DAM
394
Doheny Asset Management
California
$397K +$362K +21,375 New
SI
395
SII Investments
Wisconsin
$392K +$17.3K +1,020 +5%
Toronto Dominion Bank
396
Toronto Dominion Bank
Ontario, Canada
$392K +$74.6K +4,410 +26%
JSA
397
Jacobson & Schmitt Advisors
Wisconsin
$387K +$353K +20,850 New
GWM
398
Geneos Wealth Management
Colorado
$385K -$25.4K -1,500 -7%
CBOA
399
Commonwealth Bank of Australia
Australia
$384K +$289K +17,070 +480%
SAM
400
Silvercrest Asset Management
New York
$383K