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Name Holding Trade Value Shares
Change
Change in
Stake
LFA
601
Legacy Financial Advisors
Kentucky
$983K +$283K +2,189 +37%
RBA
602
Richard Bernstein Advisors
New York
$976K -$1.43M -11,058 -58%
NAM
603
NorthCrest Asset Manangement
Minnesota
$972K +$769K +5,943 +274%
MMA
604
Mizuho Markets Americas
New York
$971K +$406K +3,140 +65%
CCMT
605
CMT Capital Markets Trading
Germany
$970K -$860K -6,651 -45%
SFG
606
Synergy Financial Group
California
$965K +$44.1K +341 +4%
CIA
607
Cape Investment Advisory
Georgia
$958K +$37.4K +289 +4%
WA
608
Waverly Advisors
Alabama
$958K +$598K +4,621 +141%
PWM
609
Power Wealth Management
Georgia
$958K +$62.7K +485 +7%
GRP
610
Global Retirement Partners
California
$954K +$68.2K +527 +7%
IAIM
611
International Assets Investment Management
Florida
$939K
PA
612
Procyon Advisors
Connecticut
$938K +$383K +2,962 +62%
FAM
613
Fairtree Asset Management
South Africa
$937K +$312K +2,413 +46%
TPCW
614
TD Private Client Wealth
New York
$936K -$58.3K -451 -6%
LNWWM
615
Laird Norton Wetherby Wealth Management
California
$931K +$34.8K +269 +4%
WAP
616
Wealthcare Advisory Partners
Pennsylvania
$920K -$5.43K -42 -0.6%
GAM
617
Groupama Asset Management
France
$919K -$182K -1,403 -16%
AC
618
Avestar Capital
New York
$913K +$25.1K +194 +3%
BCM
619
Bayesian Capital Management
New York
$899K +$957K +7,400 New
BCM
620
Blume Capital Management
California
$892K +$390K +3,015 +70%
GM
621
GeoWealth Management
Illinois
$889K +$612K +4,734 +183%
TIAA Trust, National Association
622
TIAA Trust, National Association
North Carolina
$888K -$13.2M -102,421 -93%
HTC
623
Hershey Trust Company
Pennsylvania
$881K
TCPW
624
Twin City Private Wealth
North Carolina
$871K +$76.5K +591 +9%
AFG
625
Atomi Financial Group
New York
$847K +$46.3K +358 +5%