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Name Holding Trade Value Shares
Change 		Change in
Stake
KCM
626
KRS Capital Management
Michigan
$216K +$223K +1,425 New
PGFC
627
Peapack-Gladstone Financial Corp
New Jersey
$215K -$78.3K -500 -26%
KA
628
Kovack Advisors
Florida
$215K -$50.9K -325 -19%
RWM
629
Ritholtz Wealth Management
New York
$214K +$220K +1,408 New
EWM
630
Empirical Wealth Management
Washington
$204K +$210K +1,343 New
SWP
631
Stratos Wealth Partners
Ohio
$203K -$17.8K -114 -8%
AF
632
Allworth Financial
California
$201K +$74K +473 +56%
WFA
633
Wipfli Financial Advisors
Wisconsin
$196K +$202K +1,288 New
CIA
634
Capital Impact Advisors
Massachusetts
$191K -$69.8K -446 -26%
IA
635
IFP Advisors
Florida
$189K +$36.8K +235 +21%
GCS
636
Gordian Capital (Singapore)
Singapore
$166K – – –
SWA
637
SOA Wealth Advisors
New York
$152K – – –
HIIFS
638
Harel Insurance Investments & Financial Services
Israel
$148K -$10.2K -65 -6%
PCM
639
Penserra Capital Management
California
$143K +$3.76K +24 +3%
RCM
640
Raleigh Capital Management
North Carolina
$143K +$99.4K +635 +212%
EI
641
Ellevest Inc
New York
$129K -$39.8K -254 -23%
APA
642
American Portfolios Advisors
New York
$122K +$13.8K +88 +12%
UB
643
UMB Bank
Missouri
$122K -$13.3K -85 -10%
WWM
644
Wolff Wiese Magana
California
$113K -$1.56K -10 -1%
CA
645
Clearstead Advisors
Ohio
$110K – – –
MIFH
646
Migdal Insurance & Financial Holdings
Israel
$107K -$9.08K -58 -8%
ST
647
Smithfield Trust
Pennsylvania
$106K +$100K +641 +1,165%
HIA
648
Harbor Investment Advisory
Maryland
$105K -$185K -1,182 -63%
DGAM
649
Desjardins Global Asset Management
Quebec, Canada
$102K -$157 -1 -0.1%
FHA
650
First Horizon Advisors
Tennessee
$102K +$13.9K +89 +15%
24 25
26
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