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Name Holding Trade Value Shares
Change
Change in
Stake
YIH
626
Y-Intercept (HK)
Hong Kong
$902K -$898K -2,573 -50%
GRP
627
Global Retirement Partners
California
$898K +$211K +605 +31%
GS
628
GTS Securities
Florida
$894K +$506K +1,448 +133%
QFA
629
Quantum Financial Advisors
California
$891K +$882K +2,526 New
MOS
630
MGO One Seven
Ohio
$890K -$53.8K -154 -6%
AFG
631
Atomi Financial Group
New York
$890K -$140K -401 -14%
HA
632
Harbor Advisors
Florida
$882K
TIAA Trust, National Association
633
TIAA Trust, National Association
North Carolina
$875K -$24.4K -70 -3%
FAMI
634
Fideuram Asset Management (Ireland)
$872K +$762K +2,182 New
CP
635
Covenant Partners
Tennessee
$866K
HP
636
Holistic Planning
Texas
$864K +$855K +2,449 New
PCM
637
Polymer Capital Management
New York
$859K +$231K +663 +37%
TSW
638
Three Seasons Wealth
Utah
$857K +$14.3K +41 +2%
SWM
639
Sendero Wealth Management
Texas
$849K -$2.79K -8 -0.3%
BHPW
640
Beverly Hills Private Wealth
California
$849K -$3.14K -9 -0.4%
BC
641
Bridgefront Capital
Texas
$847K +$228K +653 +37%
TAM
642
Trust Asset Management
Texas
$843K -$26.9K -77 -3%
MGIA
643
Moneta Group Investment Advisors
Missouri
$843K -$110K -316 -12%
LWP
644
LeClair Wealth Partners
Ohio
$840K
BCM
645
Brookstone Capital Management
Illinois
$834K -$869K -2,490 -51%
SAG
646
SageView Advisory Group
California
$829K -$1.75K -5 -0.2%
CWM
647
Connecticut Wealth Management
Connecticut
$827K
DAS
648
Diversify Advisory Services
Utah
$825K -$80.3K -230 -9%
VFA
649
Valeo Financial Advisors
Indiana
$823K -$8.03K -23 -1%
GA
650
Greenspring Advisors
Maryland
$821K +$508K +1,456 +167%