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Name Holding Trade Value Shares
Change
Change in
Stake
MWM
601
Mission Wealth Management
California
$288K +$286K +1,154 New
HI
602
Horizon Investments
North Carolina
$285K -$226K -912 -44%
FFS
603
Founders Financial Securities
Maryland
$285K +$29K +117 +11%
Lido Advisors
604
Lido Advisors
California
$283K -$524K -2,116 -65%
AWS
605
AJ Wealth Strategies
New York
$278K
GDP
606
Great Diamond Partners
Maine
$275K -$1.98K -8 -0.7%
VWM
607
Vigilare Wealth Management
Arizona
$275K -$1.24K -5 -0.5%
GT
608
Greenleaf Trust
Michigan
$274K -$9.66K -39 -3%
SC
609
Shay Capital
New York
$274K +$271K +1,096 New
FTDI
610
First Trust Direct Indexing
Massachusetts
$273K +$31.7K +128 +13%
CPIG
611
Chicago Partners Investment Group
Illinois
$272K -$53.5K -216 -19%
HAG
612
HighPoint Advisor Group
Illinois
$271K +$12.4K +50 +5%
GAM
613
Gotham Asset Management
New York
$271K +$269K +1,085 New
QCG
614
Quadrant Capital Group
Ohio
$265K +$97.8K +395 +59%
S
615
SignatureFD
Georgia
$264K +$55.2K +223 +27%
BO
616
BRR OpCo
Ohio
$262K
HNB
617
Huntington National Bank
Ohio
$262K +$6.68K +27 +3%
SWAG
618
Spectrum Wealth Advisory Group
California
$260K -$68.1K -275 -21%
JCM
619
Jag Capital Management
Missouri
$260K
DLG
620
Daniel L. Goodwin
$256K -$7.43K -30 -3%
DIM
621
DC Investments Management
Virginia
$255K +$253K +1,022 New
EN1L
622
Engine No 1 LLC
California
$254K +$252K +1,017 New
APA
623
American Portfolios Advisors
New York
$254K +$23K +93 +10%
SWP
624
Stratos Wealth Partners
Ohio
$253K +$495 +2 +0.2%
ECM
625
Evergreen Capital Management
Washington
$251K +$6.19K +25 +3%