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Name Holding Trade Value Shares
Change
Change in
Stake
OL
751
Optas LLC
Texas
$412K +$316K +2,971 +109%
IA
752
IFP Advisors
Florida
$412K -$155K -1,454 -20%
GI
753
GLOBALT Investments
Georgia
$412K -$65.5K -615 -10%
QL
754
Quarry LP
New York
$409K +$573K +5,387 +1,959%
SWA
755
Strategies Wealth Advisors
Michigan
$406K +$599K +5,630 New
TPA
756
Trivium Point Advisory
Connecticut
$406K +$280K +2,626 +87%
PPW
757
Parcion Private Wealth
Washington
$406K +$147K +1,384 +33%
IA
758
IAM Advisory
Pennsylvania
$402K -$47.7K -448 -7%
GSWM
759
Golden State Wealth Management
California
$400K +$169K +1,590 +40%
CPIG
760
Chicago Partners Investment Group
Illinois
$399K -$27.1K -255 -6%
EB
761
Eastern Bank
Massachusetts
$399K +$373K +3,500 +172%
CAL
762
Capital Analysts LLC
Pennsylvania
$399K +$56.6K +532 +11%
SGCA
763
Steel Grove Capital Advisors
Tennessee
$397K
VWM
764
Venturi Wealth Management
Texas
$397K +$26.7K +251 +5%
AWA
765
Arete Wealth Advisors
Illinois
$395K +$7.66K +72 +1%
WHG
766
Westwood Holdings Group
Texas
$392K +$578K +5,430 New
CIA
767
Concurrent Investment Advisors
Florida
$392K +$578K +5,429 New
HI
768
Hudock Inc
Pennsylvania
$388K +$205K +1,922 +56%
LS
769
Livforsakringsbolaget Skandia
Sweden
$384K -$149K -1,400 -21%
PL
770
Plancorp LLC
Missouri
$383K +$119K +1,120 +27%
FG
771
Foresight Group
United Kingdom
$380K +$545K +5,123 New
FFA
772
Florida Financial Advisors
Florida
$380K +$559K +5,256 New
ACM
773
Accent Capital Management
Ohio
$379K +$558K +5,247 New
DIM
774
Delta Investment Management
California
$376K +$61.6K +579 +13%
CMBA
775
C.M. Bidwell & Associates
Hawaii
$376K -$5.54K -52 -1%