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Name Holding Trade Value Shares
Change
Change in
Stake
SIC
826
Schwartz Investment Counsel
Michigan
$255K -$17.9K -75 -8%
PFG
827
Prosperity Financial Group
California
$255K +$220K +924 New
VFA
828
Valeo Financial Advisors
Indiana
$254K +$219K +919 New
PCM
829
Prana Capital Management
Connecticut
$253K -$2.24M -9,421 -91%
PVI
830
Pine Valley Investments
New Jersey
$251K +$217K +911 New
BC
831
Bridgefront Capital
Texas
$249K -$220K -926 -51%
CWM
832
Concentric Wealth Management
California
$248K +$214K +900 New
APM
833
a16z Perennial Management
California
$247K +$213K +896 New
AWM
834
Angeles Wealth Management
California
$247K +$213K +893 New
QP
835
Quilter Plc
United Kingdom
$241K
IAIM
836
International Assets Investment Management
Florida
$241K -$41.7K -175 -17%
RSS
837
Rosenblum Silverman Sutton
California
$240K +$207K +870 New
RCM
838
Raleigh Capital Management
North Carolina
$240K +$9.29K +39 +5%
BBW
839
Blue Barn Wealth
Utah
$239K +$206K +865 New
CIBC World Market
840
CIBC World Market
Ontario, Canada
$238K -$1.74M -7,319 -89%
AF
841
Allworth Financial
California
$237K +$63.8K +268 +46%
LFA
842
Legacy Financial Advisors
Kentucky
$237K +$204K +857 New
SWM
843
Salvus Wealth Management
New Jersey
$236K +$203K +854 New
VFA
844
Voya Financial Advisors
Connecticut
$235K +$203K +852 New
CWM
845
Connecticut Wealth Management
Connecticut
$233K +$201K +844 New
ET
846
Equitable Trust
Tennessee
$232K +$200K +840 New
FT
847
Fiduciary Trust
Massachusetts
$231K +$199K +835 New
CFA
848
Cahill Financial Advisors
Minnesota
$230K +$198K +832 New
FIA
849
Foundations Investment Advisors
Arizona
$229K +$185K +779 New
LOAMU
850
Lombard Odier Asset Management (USA)
New York
$228K +$197K +827 New