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Name Holding Trade Value Shares
Change
Change in
Stake
FSA
1951
Fort Sheridan Advisors
Illinois
$553K -$49.5K -100 -7%
NFSG
1952
Newbridge Financial Services Group
Florida
$552K -$54K -109 -8%
DWM
1953
Destination Wealth Management
California
$550K +$188K +379 +44%
EWA
1954
Etesian Wealth Advisors
Oregon
$549K -$71.8K -145 -11%
AWM
1955
Aries Wealth Management
Maine
$549K -$14.9K -30 -2%
KCFA
1956
Key Client Fiduciary Advisors
New Jersey
$549K +$39.6K +80 +7%
JG
1957
Jain Global
New York
$548K +$610K +1,233 New
CP
1958
Castleview Partners
Texas
$548K -$65.4K -132 -10%
XT
1959
XTX Topco
Cayman Islands
$547K -$394K -795 -39%
RPWA
1960
Regent Peak Wealth Advisors
Georgia
$547K -$24.3K -49 -4%
VCM
1961
Virtue Capital Management
Tennessee
$546K -$40.6K -82 -6%
APW
1962
Austin Private Wealth
Texas
$546K -$23.3K -47 -4%
TSS
1963
Two Sigma Securities
New York
$546K +$267K +539 +78%
WCA
1964
Westover Capital Advisors
Delaware
$544K -$11.9K -24 -2%
SOS
1965
Silver Oak Securities
Tennessee
$543K -$96.1K -194 -14%
AIP
1966
Arrowpoint Investment Partners
Singapore
$543K +$604K +1,220 New
WRPWM
1967
Werba Rubin Papier Wealth Management
California
$542K +$5.45K +11 +0.9%
SWM
1968
Salvus Wealth Management
New Jersey
$539K +$15.8K +32 +3%
EA
1969
Everpar Advisors
Oklahoma
$539K -$123K -248 -17%
MIFH
1970
Migdal Insurance & Financial Holdings
Israel
$538K -$58.4K -118 -9%
T. Rowe Price Investment Management
1971
T. Rowe Price Investment Management
Maryland
$538K +$5.94K +12 +1%
KA
1972
Klingman & Associates
New York
$536K -$10.4K -21 -2%
APA
1973
Astoria Portfolio Advisors
New York
$536K +$5.45K +11 +0.9%
CFM
1974
Catalyst Funds Management
Australia
$534K -$891K -1,800 -60%
CSI
1975
Cross Staff Investments
New York
$534K -$24.8K -50 -4%