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Name Holding Trade Value Shares
Change
Change in
Stake
CA
851
Claro Advisors
Massachusetts
$1.96M -$29.7K -174 -2%
PFO
852
Pathstone Family Office
New Jersey
$1.95M +$655K +3,840 +86%
ETC
853
Exchange Traded Concepts
Oklahoma
$1.95M +$554K +3,246 +65%
CI
854
CX Institutional
Indiana
$1.95M +$1.36M +7,986 +2,802%
ATWA
855
Arbor Trust Wealth Advisors
Michigan
$1.94M -$23K -135 -2%
CWM
856
Cordatus Wealth Management
Pennsylvania
$1.93M -$54.8K -321 -4%
PWPS
857
Pinnacle Wealth Planning Services
Ohio
$1.93M +$757K +4,437 +118%
BDF
858
Balasa Dinverno & Foltz
$1.93M +$172K +1,005 +14%
SG
859
StoneX Group
New York
$1.92M +$297K +1,740 +27%
CAM
860
Concorde Asset Management
Michigan
$1.91M +$1.38M +8,109 New
FHC
861
First Heartland Consultants
Missouri
$1.91M +$41.5K +243 +3%
TW
862
TrinityPoint Wealth
Connecticut
$1.9M +$117K +684 +12%
LWM
863
Laidlaw Wealth Management
New York
$1.89M +$1.04M +6,078 +310%
MS
864
Mizuho Securities
Japan
$1.89M +$1.37M +8,040 New
CIC
865
Carnegie Investment Counsel
Ohio
$1.89M -$211K -1,239 -13%
CA
866
Calton & Associates
Florida
$1.88M -$98.8K -579 -7%
EWM
867
Edge Wealth Management
New York
$1.88M -$206K -1,206 -13%
HZ
868
Hixon Zuercher
Ohio
$1.88M +$9.21K +54 +0.7%
HCCM
869
Hudson Canyon Capital Management
New York
$1.87M +$1.36M +7,965 New
MGIM
870
M&G Investment Management
United Kingdom
$1.87M +$46.6K +273 +4%
SWA
871
Stratos Wealth Advisors
Ohio
$1.87M +$552K +3,237 +69%
JCM
872
Jag Capital Management
Missouri
$1.87M +$1.36M +7,953 New
UAS
873
United Asset Strategies
New York
$1.86M -$31.7K -186 -2%
SBSB
874
Sullivan, Bruyette, Speros & Blaney
Virginia
$1.86M +$85K +498 +7%
SEP
875
Southland Equity Partners
Missouri
$1.86M +$1.35M +7,911 New