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Name Holding Trade Value Shares
Change
Change in
Stake
SFI
751
Siemens Fonds Invest
Germany
$383K +$319K +3,848 New
AWA
752
Aaron Wealth Advisors
Illinois
$382K +$110K +1,331 +53%
AIP
753
Almanack Investment Partners
Pennsylvania
$378K +$80.7K +973 +34%
EH
754
Equitable Holdings
New York
$375K +$912 +11 +0.3%
CI
755
Cigna Investments
Connecticut
$370K -$7.13K -86 -2%
WMA
756
Wealth Management Associates
New Jersey
$370K +$308K +3,718 New
PCMH
757
Polymer Capital Management (HK)
Hong Kong
$368K +$307K +3,700 New
OAM
758
Ostrum Asset Management
France
$366K +$3.73K +45 +1%
FA
759
FDx Advisors
Illinois
$365K +$81.4K +982 +37%
EC
760
EntryPoint Capital
New York
$365K -$5.8K -70 -2%
KWM
761
Kingsview Wealth Management
Oregon
$364K -$7.46K -90 -2%
MWM
762
Mission Wealth Management
California
$362K +$36.1K +435 +14%
PWMG
763
Prestige Wealth Management Group
New Jersey
$359K -$6.47K -78 -2%
Lido Advisors
764
Lido Advisors
California
$357K +$28.8K +347 +11%
WA
765
Waddell & Associates
Tennessee
$354K +$295K +3,559 New
NCM
766
Novare Capital Management
North Carolina
$354K +$91.2K +1,100 +45%
FSA
767
Fort Sheridan Advisors
Illinois
$351K
WA
768
Waverly Advisors
Alabama
$349K +$9.37K +113 +3%
HFAS
769
Hummer Financial Advisory Services
Illinois
$348K
EMAM
770
Encompass More Asset Management
California
$346K +$81.8K +987 +40%
PA
771
Parallel Advisors
California
$338K +$101K +1,221 +56%
KJHP
772
K.J. Harrison & Partners
Ontario, Canada
$336K +$249K +3,000 New
AIM
773
Achmea Investment Management
Netherlands
$335K +$279K +3,360 New
SAG
774
SageView Advisory Group
California
$335K -$78.7K -949 -22%
BCA
775
Bay Colony Advisors
Massachusetts
$330K +$275K +3,313 New