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Name Holding Trade Value Shares
Change
Change in
Stake
PGAM
851
Princeton Global Asset Management
New Jersey
$239K -$35.8K -249 -12%
PAM
852
Panagora Asset Management
Massachusetts
$238K -$1.78M -12,364 -88%
C
853
Certuity
Florida
$238K +$30.2K +210 +14%
SWA
854
Stratos Wealth Advisors
Ohio
$236K -$19.7K -137 -7%
FCP
855
Fidelis Capital Partners
Florida
$236K – – –
MLL
856
Moody Lynn & Lieberson
Massachusetts
$236K – – –
CCA
857
Checchi Capital Advisers
California
$236K +$5.75K +40 +2%
AC
858
AlphaCore Capital
California
$234K +$124K +859 +100%
PFG
859
Putney Financial Group
California
$234K -$6.47K -45 -3%
GCP
860
GSA Capital Partners
United Kingdom
$234K +$247K +1,715 New
CWM
861
Chemistry Wealth Management
New York
$233K – – –
PHWM
862
Pine Harbor Wealth Management
Maryland
$233K +$719 +5 +0.3%
MSF
863
Mustard Seed Financial
Arkansas
$231K +$719 +5 +0.3%
VFG
864
Victory Financial Group
Texas
$230K +$243K +1,690 New
SWP
865
Sagespring Wealth Partners
Tennessee
$230K -$5.47K -38 -2%
IAS
866
Insigneo Advisory Services
Florida
$229K -$82.1K -571 -25%
NA
867
Navellier & Associates
Nevada
$229K +$719 +5 +0.3%
BP
868
BNP Paribas
France
$227K – – –
PFM
869
Patton Fund Management
Texas
$226K -$33.7K -234 -12%
SW
870
SMART Wealth
Nebraska
$226K +$239K +1,662 New
AA
871
Addison Advisors
Vermont
$226K -$2.3K -16 -1%
WANY
872
Wealthspire Advisors (New York)
New York
$223K +$211K +1,467 +848%
EWM
873
Evercore Wealth Management
New York
$223K – – –
BCG
874
Breakwater Capital Group
New Jersey
$220K – – –
CWM
875
Calamos Wealth Management
Illinois
$220K +$232K +1,615 New