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Name Holding Trade Value Shares
Change
Change in
Stake
CCA
601
Column Capital Advisors
Indiana
$315K +$5.29K +29 +2%
SS
602
Simplicity Solutions
Minnesota
$313K -$269K -1,474 -44%
WWM
603
Western Wealth Management
Colorado
$309K -$51.9K -285 -13%
LCM
604
Laurion Capital Management
New York
$309K +$342K +1,876 New
AWA
605
Aaron Wealth Advisors
Illinois
$309K +$9.28M +50,926 New
GA
606
Greytown Advisors
Florida
$308K +$12.4K +68 +4%
FGG
607
Financial Guidance Group
Florida
$301K +$333K +1,826 New
TRCT
608
Tower Research Capital (TRC)
New York
$299K -$94.4K -518 -22%
ESCM
609
Echo Street Capital Management
New York
$298K -$3.65K -20 -1%
AA
610
Axiom Advisory
California
$298K
9WM
611
9258 Wealth Management
Ohio
$297K +$29.9K +164 +10%
FFM
612
Forum Financial Management
Illinois
$296K +$107K +585 +48%
IIA
613
IPG Investment Advisors
California
$296K +$327K +1,797 New
OLVIG
614
Oliver Lagore Vanvalin Investment Group
Michigan
$295K +$338K +1,856 New
CMI
615
Clare Market Investments
Texas
$293K -$414K -2,273 -56%
MYAM
616
Meiji Yasuda Asset Management
Japan
$293K -$49K -269 -13%
DWT
617
Dorsey & Whitney Trust
South Dakota
$293K +$171K +936 +111%
CW
618
Connectus Wealth
Ohio
$292K -$820K -4,501 -80%
PJSIMP
619
P.J. Schmidt Investment Management (PJS)
Wisconsin
$292K -$64.5K -354 -12%
SWA
620
Sax Wealth Advisors
New Jersey
$291K -$214K -1,176 -40%
MC
621
Moors & Cabot
Massachusetts
$291K -$30.8K -169 -9%
FFA
622
First Foundation Advisors
California
$290K +$4.56K +25 +1%
CPO
623
Cerity Partners OCIO
New York
$290K +$12.2K +67 +4%
CI
624
Cigna Investments
Connecticut
$290K +$96.2K +528 +43%
GWMIA
625
Global Wealth Management Investment Advisory
Florida
$285K +$24.2K +133 +8%