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Name Holding Trade Value Shares
Change
Change in
Stake
PA
726
Parallel Advisors
California
$2.4M +$325K +1,463 +18%
SWM
727
Shelton Wealth Management
Texas
$2.39M -$950K -4,280 -31%
TI
728
Truxt Investmentos
Brazil
$2.39M +$2.12M +9,536 New
GF
729
Gabelli Funds
New York
$2.38M -$333K -1,500 -14%
SWM
730
StoneCrest Wealth Management
Arizona
$2.38M -$89.7K -404 -4%
PNFS
731
PW Nova Financial Services
Pennsylvania
$2.37M +$2.1M +9,475 New
PF
732
Phoenix Financial
Israel
$2.36M -$910K -4,101 -30%
GC
733
Guggenheim Capital
Illinois
$2.35M +$2.08M +9,388 New
SVWAG
734
Sound View Wealth Advisors Group
Georgia
$2.35M -$165K -745 -7%
FFM
735
Fisher Funds Management
New Zealand
$2.33M
CUAMC
736
China Universal Asset Management Company
China
$2.32M +$666K +3,000 +48%
KWA
737
Kingswood Wealth Advisors
California
$2.31M -$53.5K -241 -3%
IAA
738
Independent Advisor Alliance
North Carolina
$2.31M -$12M -53,997 -85%
AA
739
Altrafin AG
$2.31M +$2.04M +9,206 New
Envestnet Portfolio Solutions
740
Envestnet Portfolio Solutions
Illinois
$2.27M -$11.3M -51,069 -85%
OIA
741
Oakmont Investment Advisors
Pennsylvania
$2.27M +$97K +437 +5%
KIG
742
Kennedy Investment Group
New Jersey
$2.26M -$101K -454 -5%
VWM
743
Valley Wealth Managers
New Jersey
$2.25M +$1.46M +6,599 +276%
EWA
744
EP Wealth Advisors
California
$2.24M +$597K +2,690 +43%
NWWA
745
New Wave Wealth Advisors
Arkansas
$2.23M +$438K +1,975 +28%
HIA
746
Harbor Investment Advisory
Maryland
$2.23M +$16.9K +76 +0.9%
TF
747
Trek Financial
Arizona
$2.22M +$1.96M +8,842 New
HG
748
Herbst Group
Connecticut
$2.21M +$1.95M +8,800 New
RMC
749
Ring Mountain Capital
California
$2.2M +$26.9K +121 +1%
PVI
750
Pine Valley Investments
New Jersey
$2.19M +$1.94M +8,758 New