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Name Holding Trade Value Shares
Change
Change in
Stake
AC
651
Abbrea Capital
California
$969K -$451K -5,500 -33%
ET
652
Equitable Trust
Tennessee
$968K – – –
Geneos Wealth Management
653
Geneos Wealth Management
Colorado
$966K – – –
Bragg Financial Advisors
654
Bragg Financial Advisors
North Carolina
$965K +$27.5K +335 +3%
PWLP
655
Prio Wealth Limited Partnership
Massachusetts
$962K – – –
OQS
656
Occudo Quantitative Strategies
Florida
$960K +$916K +11,178 New
Sigma Planning Corp
657
Sigma Planning Corp
Michigan
$959K +$589K +7,189 +181%
Vestcor Inc
658
Vestcor Inc
New Brunswick, Canada
$954K -$118K -1,434 -11%
Exencial Wealth Advisors
659
Exencial Wealth Advisors
Oklahoma
$946K -$112K -1,366 -11%
Bleakley Financial Group
660
Bleakley Financial Group
New Jersey
$944K -$20.9K -255 -2%
Simplicity Wealth
661
Simplicity Wealth
New Jersey
$943K +$901K +10,985 New
RT
662
Rockland Trust
Massachusetts
$938K -$27.9K -340 -3%
Silvercrest Asset Management
663
Silvercrest Asset Management
New York
$938K -$1.64K -20 -0.2%
Confluence Wealth Services
664
Confluence Wealth Services
Pennsylvania
$938K +$8.12M +98,998 +978%
CWP
665
Concord Wealth Partners
Virginia
$922K +$114K +1,387 +15%
First Horizon Advisors
666
First Horizon Advisors
Tennessee
$922K -$185K -2,254 -17%
PP
667
Paloma Partners
Connecticut
$920K +$878K +10,711 New
SIM
668
Studio Investment Management
Illinois
$918K -$80.4K -981 -8%
ZWJ Investment Counsel
669
ZWJ Investment Counsel
Georgia
$912K – – –
EP
670
Eudaimonia Partners
Tennessee
$911K +$13.7K +167 +2%
CP
671
Coho Partners
Pennsylvania
$910K -$2.79K -34 -0.3%
Atomi Financial Group
672
Atomi Financial Group
New York
$905K +$60.1K +733 +7%
GWA
673
Gratus Wealth Advisors
Virginia
$905K – – –
Principal Securities
674
Principal Securities
Iowa
$902K -$17.1K -209 -2%
FPWM
675
FSB Premier Wealth Management
Iowa
$902K – – –