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Name Holding Trade Value Shares
Change
Change in
Stake
WFAG
926
Worth Financial Advisory Group
North Carolina
$52.1M -$4.29M -19,484 -57%
BWFA
927
Baltimore-Washington Financial Advisors
Maryland
$51.9M +$991K +4,502 +2%
MWA
928
Miller Wealth Advisors
Colorado
$51.7M -$829K -3,766 -1%
LFG
929
Larson Financial Group
Missouri
$51.7M +$3.88M +17,609 +8%
GWMR
930
GC Wealth Management RIA
Massachusetts
$51.7M +$2.28M +10,340 +4%
AFG
931
Albion Financial Group
Utah
$51.4M -$196K -889 -0.4%
CM
932
Castleark Management
Illinois
$51.2M -$49.8M -226,288 -48%
MC
933
Middleton & Co
Massachusetts
$51.1M -$300K -1,363 -0.6%
MLL
934
Moody Lynn & Lieberson
Massachusetts
$51M +$515K +2,337 +1%
KI
935
Kapitalo Investimentos
Brazil
$51M -$70.4M -319,801 -57%
SIA
936
Sit Investment Associates
Minnesota
$51M +$1.01M +4,590 +2%
Verition Fund Management
937
Verition Fund Management
Connecticut
$50.9M -$453M -2,058,782 -89%
CAMG
938
CWA Asset Management Group
Florida
$50.7M -$1.59M -7,200 -3%
LI
939
LMCG Investments
Massachusetts
$50.5M -$2.77M -12,598 -5%
WGAM
940
Wilkinson Global Asset Management
New York
$50.4M -$1.16M -5,280 -2%
RWP
941
RWA Wealth Partners
Massachusetts
$50.2M +$213K +967 +0.4%
UAS
942
United Asset Strategies
New York
$50M +$4.2M +19,080 +9%
AP
943
Archon Partners
New Jersey
$50M -$2.13M -9,660 -4%
TS
944
Tamar Securities
California
$49.9M +$6.77M +30,734 +15%
CWP
945
Capital Wealth Planning
Florida
$49.7M +$18.8M +85,464 +56%
TCIIS
946
TIAA-CREF Individual & Institutional Services
New York
$49.6M +$52.4M +238,197 New
MWM
947
Modera Wealth Management
New Jersey
$49.6M -$716K -3,251 -1%
PAMP
948
Polar Asset Management Partners
Ontario, Canada
$49.6M -$102M -461,300 -66%
NSLI
949
Nan Shan Life Insurance
Taiwan
$49.4M +$41.5M +188,632 +388%
BFS
950
Baskin Financial Services
Ontario, Canada
$49.4M -$530K -2,409 -1%