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Name Holding Trade Value Shares
Change
Change in
Stake
WF
651
WinCap Financial
Massachusetts
$1.29M +$1.36M +12,430 New
ACM
652
Alpha Capital Management
Texas
$1.28M +$1.35M +12,399 New
CL
653
Choreo LLC
Illinois
$1.28M -$416K -3,818 -24%
CSP
654
Cary Street Partners
Virginia
$1.28M +$1.35M +12,343 New
WA
655
Waddell & Associates
Tennessee
$1.27M +$5.89K +54 +0.4%
AFG
656
Atomi Financial Group
New York
$1.27M -$27.4K -251 -2%
LPT
657
Legacy Private Trust
Wisconsin
$1.26M
GI
658
GAMMA Investing
California
$1.25M +$29.8K +273 +2%
DFC
659
DB Fitzpatrick & Co
Idaho
$1.24M -$109K -1,004 -8%
RA
660
RFG Advisory
Alabama
$1.23M +$261K +2,394 +25%
CA
661
Carson Advisory
Georgia
$1.22M -$22.1K -203 -2%
PWP
662
Principle Wealth Partners
Connecticut
$1.21M
GWM
663
Geneos Wealth Management
Colorado
$1.21M -$30.4K -279 -2%
ITIM
664
Indiana Trust & Investment Management
Indiana
$1.21M -$25.1K -230 -2%
CWS
665
Confluence Wealth Services
Pennsylvania
$1.2M +$6.54K +60 +0.5%
BFG
666
Bleakley Financial Group
New Jersey
$1.2M +$48.6K +446 +4%
BCP
667
Berkeley Capital Partners
Georgia
$1.2M
USAA
668
United Services Automobile Association
Texas
$1.19M
CPWA
669
Cerro Pacific Wealth Advisors
California
$1.18M -$27.6K -253 -2%
PWM
670
Perigon Wealth Management
California
$1.18M -$22.4K -205 -2%
JIC
671
Joel Isaacson & Co
New York
$1.17M
BBHC
672
Brown Brothers Harriman & Co
New York
$1.17M +$6.98K +64 +0.6%
SAM
673
Silvercrest Asset Management
New York
$1.15M -$9.05K -83 -0.7%
SIM
674
Studio Investment Management
Illinois
$1.15M -$45.4K -416 -4%
ACM
675
Advisors Capital Management
New Jersey
$1.14M +$77.5K +711 +7%