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Name Holding Trade Value Shares
Change
Change in
Stake
SIMG
351
Sonora Investment Management Group
Arizona
$250K
IA
352
IFG Advisory
Georgia
$248K +$118 +3 +0%
FMWA
353
Forvis Mazars Wealth Advisors
Missouri
$248K +$9K +228 +3%
LWAM
354
Legacy Wealth Asset Management
Minnesota
$246K -$15.6K -395 -5%
WSFS
355
Wilmington Savings Fund Society
Delaware
$246K
CFB
356
Cullen/Frost Bankers
Texas
$242K -$2.41K -61 -0.8%
CW
357
Connectus Wealth
Ohio
$242K
C
358
Covestor
United Kingdom
$241K -$4.62K -117 -2%
William Blair & Company
359
William Blair & Company
Illinois
$234K +$1.85K +47 +0.7%
Lazard Asset Management
360
Lazard Asset Management
New York
$231K
BB
361
Bell Bank
North Dakota
$230K -$947 -24 -0.3%
API
362
Advisor Partners II
California
$222K +$271K +6,873 New
MNBTD
363
Moody National Bank Trust Division
Texas
$221K -$50.1K -1,270 -16%
MC
364
Moors & Cabot
Massachusetts
$221K -$29.6K -750 -10%
GPA
365
Garrison Point Advisors
California
$216K
CA
366
Calton & Associates
Florida
$214K +$4.81K +122 +2%
B
367
Bailard
California
$212K
CLOS
368
Compagnie Lombard Odier SCmA
Switzerland
$209K
BFM
369
Boothbay Fund Management
New York
$208K +$254K +6,432 New
BMCM
370
Burns Matteson Capital Management
New York
$208K +$254K +6,431 New
AAS
371
Avantax Advisory Services
Texas
$204K -$8.44K -214 -3%
P
372
&Partners
Tennessee
$204K
JWA
373
JFS Wealth Advisors
Pennsylvania
$191K -$1.14K -29 -0.5%
VanEck Associates
374
VanEck Associates
New York
$180K -$11.5K -292 -5%
SG Americas Securities
375
SG Americas Securities
New York
$170K -$3.58M -90,655 -95%