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Name Holding Trade Value Shares
Change
Change in
Stake
GVAG
776
Great Valley Advisor Group
Delaware
$595K +$454K +3,070 New
OIS
777
Okabena Investment Services
Minnesota
$594K -$257K -1,734 -36%
ACM
778
Andina Capital Management
Utah
$592K +$22.8K +154 +5%
AC
779
Apella Capital
Connecticut
$590K +$5.92K +40 +1%
SOW
780
State of Wyoming
Wyoming
$590K +$56.8K +384 +14%
NRD
781
Nebula Research & Development
New York
$589K -$589K -3,980 -57%
SB
782
Strategic Blueprint
Georgia
$584K +$130K +880 +41%
UM
783
Ulysses Management
New York
$581K +$444K +3,000 New
AFS
784
AFG Fiduciary Services
Massachusetts
$581K +$91.4K +618 +25%
GIA
785
Gladstone Institutional Advisory
Florida
$581K +$443K +2,996 New
FAIM
786
Financial Advocates Investment Management
Washington
$580K +$443K +2,992 New
VWA
787
Visionary Wealth Advisors
Illinois
$579K +$77.4K +523 +21%
GRP
788
Global Retirement Partners
California
$578K +$441K +2,981 New
FA
789
FDx Advisors
Illinois
$574K +$165K +1,112 +60%
TRCT
790
Tower Research Capital (TRC)
New York
$572K -$4.35M -29,366 -91%
GAG
791
GM Advisory Group
New York
$572K +$75.2K +508 +21%
WFI
792
West Family Investments
California
$565K +$432K +2,917 New
CWS
793
Confluence Wealth Services
Pennsylvania
$562K
KFGK
794
Keystone Financial Group (Kentucky)
Kentucky
$560K +$9.62K +65 +2%
PFA
795
Peak Financial Advisors
Colorado
$547K +$417K +2,821 New
HA
796
Herold Advisors
New York
$543K +$32.7K +221 +9%
ERSOT
797
Employees Retirement System of Texas
Texas
$541K +$413K +2,791 New
ICP
798
Interchange Capital Partners
Pennsylvania
$538K
IAIM
799
International Assets Investment Management
Florida
$537K -$870K -5,880 -68%
KFA
800
Kelleher Financial Advisors
New York
$537K +$73.4K +496 +22%