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Name Holding Trade Value Shares
Change
Change in
Stake
SS
676
Simplicity Solutions
Minnesota
$230K -$231K -969 -50%
HSA
677
HBK Sorce Advisory
Pennsylvania
$230K -$4.29K -18 -2%
IAA
678
Independent Advisor Alliance
North Carolina
$228K +$3.1K +13 +1%
E
679
Ergoteles
New York
$227K +$226K +947 New
BEI
680
Benjamin Edwards Inc
Missouri
$226K – – –
QP
681
Quilter Plc
United Kingdom
$226K – – –
SIC
682
Samalin Investment Counsel
New York
$226K – – –
SWAG
683
Spectrum Wealth Advisory Group
California
$225K -$23.8K -100 -10%
FHA
684
Flagship Harbor Advisors
Massachusetts
$223K +$222K +930 New
AWS
685
Atria Wealth Solutions
New York
$221K +$220K +923 New
MGIA
686
Moneta Group Investment Advisors
Missouri
$218K +$217K +910 New
MAM
687
Martingale Asset Management
Massachusetts
$216K – – –
YMRC
688
Yorktown Management & Research Company
Virginia
$216K – – –
ACM
689
Aquatic Capital Management
Illinois
$216K +$191K +800 +800%
GA
690
Geller Advisors
New York
$216K +$215K +901 New
PCM
691
Penserra Capital Management
California
$215K +$12.6K +53 +6%
NW
692
NewEdge Wealth
Pennsylvania
$214K +$213K +893 New
VC
693
Veracity Capital
Georgia
$212K -$19.8K -83 -9%
BJL
694
Brighton Jones LLC
Washington
$210K +$10.2K +43 +5%
RSS
695
Rosenblum Silverman Sutton
California
$208K – – –
Capstone Investment Advisors
696
Capstone Investment Advisors
New York
$207K +$206K +863 New
HLOC
697
H.L. Ormond & Company
North Carolina
$204K -$3.1K -13 -1%
BL
698
Balentine LLC
Georgia
$203K +$202K +846 New
CFA
699
Cahill Financial Advisors
Minnesota
$202K +$10.7K +45 +6%
MIFH
700
Migdal Insurance & Financial Holdings
Israel
$202K +$44.3K +186 +29%