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Name Holding Trade Value Shares
Change
Change in
Stake
NICM
601
Neo Ivy Capital Management
New York
$67K +$61.9K +313 New
CAL
602
Capital Analysts LLC
Pennsylvania
$66K
BDWM
603
Brewin Dolphin Wealth Management
Ireland
$64.5K
Millennium Management
604
Millennium Management
New York
$62.7K -$14.8M -74,670 -20%
IA
605
IFP Advisors
Florida
$62K +$198 +1 +0.3%
GRP
606
Global Retirement Partners
California
$60K -$2.77K -14 -5%
FP
607
Financial Perspectives
Minnesota
$59.6K
FHA
608
First Horizon Advisors
Tennessee
$58K +$40.6K +205 +311%
LWA
609
Lenox Wealth Advisors
New York
$57K -$24.7K -125 -32%
CWC
610
Carolinas Wealth Consulting
North Carolina
$56K +$49.7K +251 +2,282%
VFA
611
Valeo Financial Advisors
Indiana
$54K +$2.37K +12 +5%
BFEC
612
Benjamin F. Edwards & Company
Missouri
$52K -$31.1K -157 -39%
ETC
613
Exchange Traded Concepts
Oklahoma
$51K +$28.5K +144 +153%
RE
614
RBC Europe
United Kingdom
$49.5K +$8.9K +45 +24%
KTC
615
Kistler-Tiffany Companies
Pennsylvania
$46K
IRAG
616
Investment Research & Advisory Group
Georgia
$45K
NSIM
617
North Star Investment Management
Illinois
$43K
SSB
618
Sandy Spring Bank
Maryland
$43K
CPW
619
Catalyst Private Wealth
California
$43K +$39.6K +200 New
PFO
620
Pathstone Family Office
New Jersey
$43K +$39.6K +200 New
PS
621
Planned Solutions
California
$43K +$39.6K +200 New
SIAS
622
Shine Investment Advisory Services
Colorado
$41K
CFA
623
Carroll Financial Associates
North Carolina
$40K
WOC
624
West Oak Capital
California
$39K
LWM
625
Liberty Wealth Management
California
$39K +$594 +3 +2%