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Name Holding Trade Value Shares
Change
Change in
Stake
GI
901
Gradient Investments
Minnesota
$364K +$74.4K +900 +20%
LFM
902
LGT Fund Management
Liechtenstein
$363K -$2.89M -35,000 -87%
HF
903
HRT Financial
New York
$355K -$129M -1,565,534 -100%
OWA
904
Octavia Wealth Advisors
Ohio
$355K +$48.8K +591 +13%
ACA
905
Atlas Capital Advisors
Wyoming
$355K -$60.4K -731 -12%
LIA
906
LS Investment Advisors
Michigan
$354K – – –
CS
907
Comerica Securities
Michigan
$351K -$182K -2,198 -30%
ACI
908
Alpha Cubed Investments
California
$351K +$88.3K +1,068 +26%
RWA
909
Ropes Wealth Advisors
Massachusetts
$350K +$422K +5,107 New
RFA
910
Resurgent Financial Advisors
Georgia
$348K +$184K +2,231 +79%
RIA
911
Realta Investment Advisors
Delaware
$347K +$51.2K +619 +14%
NFC
912
Northeast Financial Consultants
Connecticut
$345K – – –
MGIA
913
Moneta Group Investment Advisors
Missouri
$344K -$19K -230 -4%
AAM
914
AR Asset Management
California
$343K – – –
HA
915
Harbor Advisors
Florida
$343K – – –
QFA
916
Quattro Financial Advisors
Texas
$343K – – –
RHBC
917
R.H. Bluestein & Co
Michigan
$343K – – –
MWM
918
Mission Wealth Management
California
$341K +$579 +7 +0.1%
HBCM
919
Heron Bay Capital Management
Michigan
$340K +$410K +4,962 New
FHA
920
First Horizon Advisors
Tennessee
$338K -$147K -1,778 -27%
FANJ
921
Financial Architects (New Jersey)
New Jersey
$335K +$404K +4,892 New
PGFC
922
Peapack-Gladstone Financial Corp
New Jersey
$331K -$8.1K -98 -2%
MA
923
Mutual Advisors
Nebraska
$331K +$175K +2,122 +78%
AIA
924
Armor Investment Advisors
North Carolina
$329K – – –
SIMM
925
Stillwater Investment Management (Minnesota)
Minnesota
$327K +$1.65K +20 +0.4%