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Name Holding Trade Value Shares
Change
Change in
Stake
WA
601
Waverly Advisors
Alabama
$402K +$141K +493 +58%
SCA
602
Snowden Capital Advisors
New York
$394K -$15.1K -53 -4%
WIA
603
World Investment Advisors
California
$390K -$570 -2 -0.2%
P8IP
604
Pier 88 Investment Partners
California
$390K -$274K -960 -42%
AWM
605
Ariadne Wealth Management
California
$385K +$105K +370 +42%
PWM
606
Prentice Wealth Management
New York
$383K -$15.1K -53 -4%
YCM
607
Yousif Capital Management
Michigan
$383K +$14.8K +52 +4%
Optiver Holding
608
Optiver Holding
Netherlands
$383K +$278K +975 +322%
CAGAS
609
Capital Advisory Group Advisory Services
Minnesota
$378K +$47.3K +166 +15%
TL
610
Tradewinds LLC
North Carolina
$374K +$356K +1,248 New
TFA
611
Teamwork Financial Advisors
Texas
$370K -$137K -482 -28%
BTI
612
Blue Trust Inc
Georgia
$366K +$14K +49 +4%
ECM
613
Evergreen Capital Management
Washington
$365K
AT
614
Avalon Trust
New Mexico
$360K +$342K +1,200 New
ML
615
McAdam LLC
Pennsylvania
$353K +$102K +359 +44%
AGM
616
Alpine Global Management
New York
$352K +$335K +1,174 New
UCFA
617
United Capital Financial Advisors
Texas
$352K +$9.12K +32 +3%
PAG
618
Poinciana Advisors Group
Florida
$351K -$27.4K -96 -8%
S
619
SignatureFD
Georgia
$350K +$1.71K +6 +0.5%
FFM
620
Forum Financial Management
Illinois
$350K
WDG
621
Wealth Dimensions Group
Ohio
$348K -$29.4K -103 -8%
LSWP
622
Liberty Square Wealth Partners
Pennsylvania
$348K
IG
623
ING Group
Netherlands
$346K -$992K -3,479 -75%
ACS
624
Archford Capital Strategies
Illinois
$346K -$2K -7 -0.6%
SAM
625
Smartleaf Asset Management
Massachusetts
$341K +$143K +501 +77%