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Name Holding Trade Value Shares
Change
Change in
Stake
HSA
676
HBK Sorce Advisory
Pennsylvania
$230K -$4.29K -18 -2%
IAA
677
Independent Advisor Alliance
North Carolina
$228K +$3.1K +13 +1%
E
678
Ergoteles
New York
$227K +$226K +947 New
BEI
679
Benjamin Edwards Inc
Missouri
$226K
QP
680
Quilter Plc
United Kingdom
$226K
SIC
681
Samalin Investment Counsel
New York
$226K
SWAG
682
Spectrum Wealth Advisory Group
California
$225K -$23.8K -100 -10%
FHA
683
Flagship Harbor Advisors
Massachusetts
$223K +$222K +930 New
AWS
684
Atria Wealth Solutions
New York
$221K +$220K +923 New
MGIA
685
Moneta Group Investment Advisors
Missouri
$218K +$217K +910 New
MAM
686
Martingale Asset Management
Massachusetts
$216K
YMRC
687
Yorktown Management & Research Company
Virginia
$216K
ACM
688
Aquatic Capital Management
Illinois
$216K +$191K +800 +800%
GA
689
Geller Advisors
New York
$216K +$215K +901 New
PCM
690
Penserra Capital Management
California
$215K +$12.6K +53 +6%
NW
691
NewEdge Wealth
Pennsylvania
$214K +$213K +893 New
VC
692
Veracity Capital
Georgia
$212K -$19.8K -83 -9%
BJL
693
Brighton Jones LLC
Washington
$210K +$10.2K +43 +5%
RSS
694
Rosenblum Silverman Sutton
California
$208K
Capstone Investment Advisors
695
Capstone Investment Advisors
New York
$207K +$206K +863 New
HLOC
696
H.L. Ormond & Company
North Carolina
$204K -$3.1K -13 -1%
BL
697
Balentine LLC
Georgia
$203K +$202K +846 New
CFA
698
Cahill Financial Advisors
Minnesota
$202K +$10.7K +45 +6%
MIFH
699
Migdal Insurance & Financial Holdings
Israel
$202K +$44.3K +186 +29%
Macquarie Group
700
Macquarie Group
Australia
$201K -$43.7M -183,365 -18%