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Name Holding Trade Value Shares
Change
Change in
Stake
LWAM
951
Legacy Wealth Asset Management
Minnesota
$1.37M +$220K +795 +16%
Envestnet Portfolio Solutions
952
Envestnet Portfolio Solutions
Illinois
$1.37M -$522K -1,885 -25%
AA
953
ALPS Advisors
Colorado
$1.37M -$901K -3,252 -37%
RS
954
Rakuten Securities
Japan
$1.36M +$253K +912 +19%
HCM
955
Howard Capital Management
Georgia
$1.36M -$2.03M -7,328 -57%
TPA
956
Trivium Point Advisory
Connecticut
$1.35M -$1.02M -3,668 -40%
PP
957
Pacifica Partners
Canada
$1.34M +$41.8K +151 +3%
WIM
958
WealthPlan Investment Management
Nebraska
$1.34M -$730K -2,634 -32%
WW
959
Waterfront Wealth
Kansas
$1.33M +$440K +1,590 +41%
JMFC
960
J.M. Forbes & Co
Massachusetts
$1.32M -$353K -1,275 -19%
BP
961
Ballentine Partners
Massachusetts
$1.32M -$158K -570 -9%
GVAG
962
Great Valley Advisor Group
Delaware
$1.32M -$83.9K -303 -5%
KPWS
963
Kestra Private Wealth Services
Texas
$1.31M -$360K -1,299 -19%
PWM
964
Purus Wealth Management
California
$1.31M -$153K -554 -9%
FISPB
965
Fideuram - Intesa Sanpaolo Private Banking
$1.31M -$2.59M -9,333 -63%
1WM
966
1900 Wealth Management
Texas
$1.31M -$110K -398 -7%
CWM
967
Concentrum Wealth Management
California
$1.31M -$361K -1,304 -20%
CT
968
Coastline Trust
Rhode Island
$1.3M -$188K -680 -11%
TAM
969
Tealwood Asset Management
Minnesota
$1.29M +$466K +1,682 +47%
AFG
970
Atomi Financial Group
New York
$1.28M +$20.5K +74 +1%
SIP
971
Stoneridge Investment Partners
Pennsylvania
$1.27M
MFG
972
Mainsail Financial Group
Washington
$1.26M +$412K +1,486 +40%
NHT
973
New Hampshire Trust
New Hampshire
$1.26M +$212K +765 +17%
RWA
974
Roberts Wealth Advisors
California
$1.26M -$95K -343 -6%
CIA
975
Concurrent Investment Advisors
Florida
$1.26M -$2.2M -7,926 -61%