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Name Holding Trade Value Shares
Change
Change in
Stake
APIM
651
Agate Pass Investment Management
Washington
$1.29M -$69.2K -635 -5%
WF
652
WinCap Financial
Massachusetts
$1.29M +$1.36M +12,430 New
ACM
653
Alpha Capital Management
Texas
$1.28M +$1.35M +12,399 New
Choreo LLC
654
Choreo LLC
Illinois
$1.28M -$416K -3,818 -24%
Cary Street Partners
655
Cary Street Partners
Virginia
$1.28M +$1.35M +12,343 New
WA
656
Waddell & Associates
Tennessee
$1.27M +$5.89K +54 +0.4%
Atomi Financial Group
657
Atomi Financial Group
New York
$1.27M -$27.4K -251 -2%
LPT
658
Legacy Private Trust
Wisconsin
$1.26M – – –
GAMMA Investing
659
GAMMA Investing
California
$1.25M +$29.8K +273 +2%
DFC
660
DB Fitzpatrick & Co
Idaho
$1.24M -$109K -1,004 -8%
RFG Advisory
661
RFG Advisory
Alabama
$1.23M +$261K +2,394 +25%
CA
662
Carson Advisory
Georgia
$1.22M -$22.1K -203 -2%
PWP
663
Principle Wealth Partners
Connecticut
$1.21M – – –
Geneos Wealth Management
664
Geneos Wealth Management
Colorado
$1.21M -$30.4K -279 -2%
ITIM
665
Indiana Trust & Investment Management
Indiana
$1.21M -$25.1K -230 -2%
Confluence Wealth Services
666
Confluence Wealth Services
Pennsylvania
$1.2M +$6.54K +60 +0.5%
Bleakley Financial Group
667
Bleakley Financial Group
New Jersey
$1.2M +$48.6K +446 +4%
BCP
668
Berkeley Capital Partners
Georgia
$1.2M – – –
USAA
669
United Services Automobile Association
Texas
$1.19M – – –
CPWA
670
Cerro Pacific Wealth Advisors
California
$1.18M -$27.6K -253 -2%
Perigon Wealth Management
671
Perigon Wealth Management
California
$1.18M -$22.4K -205 -2%
JIC
672
Joel Isaacson & Co
New York
$1.17M – – –
Brown Brothers Harriman & Co
673
Brown Brothers Harriman & Co
New York
$1.17M +$6.98K +64 +0.6%
Silvercrest Asset Management
674
Silvercrest Asset Management
New York
$1.15M -$9.05K -83 -0.7%
SIM
675
Studio Investment Management
Illinois
$1.15M -$45.4K -416 -4%