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Name Holding Trade Value Shares
Change
Change in
Stake
OIS
776
Okabena Investment Services
Minnesota
$594K -$257K -1,734 -36%
ACM
777
Andina Capital Management
Utah
$592K +$22.8K +154 +5%
AC
778
Apella Capital
Connecticut
$590K +$5.92K +40 +1%
SOW
779
State of Wyoming
Wyoming
$590K +$56.8K +384 +14%
NRD
780
Nebula Research & Development
New York
$589K -$589K -3,980 -57%
SB
781
Strategic Blueprint
Georgia
$584K +$130K +880 +41%
UM
782
Ulysses Management
New York
$581K +$444K +3,000 New
AFS
783
AFG Fiduciary Services
Massachusetts
$581K +$91.4K +618 +25%
GIA
784
Gladstone Institutional Advisory
Florida
$581K +$443K +2,996 New
FAIM
785
Financial Advocates Investment Management
Washington
$580K +$443K +2,992 New
VWA
786
Visionary Wealth Advisors
Illinois
$579K +$77.4K +523 +21%
GRP
787
Global Retirement Partners
California
$578K +$441K +2,981 New
FA
788
FDx Advisors
Illinois
$574K +$165K +1,112 +60%
TRCT
789
Tower Research Capital (TRC)
New York
$572K -$4.35M -29,366 -91%
GAG
790
GM Advisory Group
New York
$572K +$75.2K +508 +21%
WFI
791
West Family Investments
California
$565K +$432K +2,917 New
CWS
792
Confluence Wealth Services
Pennsylvania
$562K – – –
KFGK
793
Keystone Financial Group (Kentucky)
Kentucky
$560K +$9.62K +65 +2%
PFA
794
Peak Financial Advisors
Colorado
$547K +$417K +2,821 New
HA
795
Herold Advisors
New York
$543K +$32.7K +221 +9%
ERSOT
796
Employees Retirement System of Texas
Texas
$541K +$413K +2,791 New
ICP
797
Interchange Capital Partners
Pennsylvania
$538K – – –
IAIM
798
International Assets Investment Management
Florida
$537K -$870K -5,880 -68%
KFA
799
Kelleher Financial Advisors
New York
$537K +$73.4K +496 +22%
WMA
800
West Michigan Advisors
Michigan
$535K +$408K +2,759 New