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Name Holding Trade Value Shares
Change
Change in
Stake
SAG
1201
SageView Advisory Group
California
$276K +$21.2K +224 +8%
APP
1202
Avantax Planning Partners
Iowa
$275K -$8.79K -93 -3%
EW
1203
Evoke Wealth
California
$275K +$5.67K +60 +2%
WA
1204
Waverly Advisors
Alabama
$273K +$11K +116 +4%
CTC (Chicago Trading Company)
1205
CTC (Chicago Trading Company)
Illinois
$273K -$9.84M -104,027 -97%
FCH
1206
Freestone Capital Holdings
Washington
$272K -$87.6K -926 -23%
LA
1207
Latitude Advisors
Florida
$272K +$95 +1 +0%
AA
1208
Ancora Advisors
Ohio
$271K +$2.65K +28 +0.9%
X
1209
Xponance
Pennsylvania
$270K +$294K +3,106 New
CDH
1210
Charles D. Hyman
$268K -$10.9K -115 -4%
FHA
1211
Flagship Harbor Advisors
Massachusetts
$268K -$4.54K -48 -2%
RA
1212
Ruggaard & Associates
Ohio
$268K -$6.62K -70 -2%
PGA
1213
Portland Global Advisors
Maine
$267K -$87K -920 -23%
AWC
1214
Abundance Wealth Counselors
Pennsylvania
$267K +$291K +3,076 New
SIMG
1215
Stephens Investment Management Group
Texas
$265K – – –
HIP
1216
HUB Investment Partners
Texas
$265K +$288K +3,048 New
MFA
1217
Mayflower Financial Advisors
Massachusetts
$264K +$34.9K +369 +14%
IDA
1218
Intelligence Driven Advisers
California
$263K +$51K +539 +22%
SAM
1219
Sandbar Asset Management
United Kingdom
$262K -$187K -1,979 -40%
JE
1220
JMAC Enterprises
Pennsylvania
$261K – – –
CT
1221
Cambridge Trust
Massachusetts
$261K – – –
HFW
1222
Horizon Family Wealth
Illinois
$261K +$28.8K +305 +11%
P
1223
Palladiem
Pennsylvania
$259K – – –
FFA
1224
Farther Finance Advisors
California
$259K +$220K +2,327 +356%
PAG
1225
Paladin Advisory Group
Iowa
$258K – – –