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Name Holding Trade Value Shares
Change
Change in
Stake
CWP
526
Cyndeo Wealth Partners
Florida
$2.66M +$1.26M +1,413 +79%
PI
527
PFG Investments
New York
$2.66M +$342K +382 +14%
FAIM
528
Financial Advocates Investment Management
Washington
$2.65M +$224K +251 +9%
BTI
529
Blue Trust Inc
Georgia
$2.64M +$27.7K +31 +1%
FIM
530
Freedom Investment Management
Connecticut
$2.63M -$562K -629 -17%
PCM
531
Parsons Capital Management
Rhode Island
$2.63M
Thrivent Financial for Lutherans
532
Thrivent Financial for Lutherans
Minnesota
$2.59M +$717K +802 +35%
PA
533
Pinnacle Associates
New York
$2.58M -$35.8K -40 -1%
MWA
534
Monograph Wealth Advisors
California
$2.56M -$47.4K -53 -2%
PAA
535
Peregrine Asset Advisers
Oregon
$2.55M +$2.74M +3,060 New
AAM
536
Advisors Asset Management
Colorado
$2.54M -$273K -305 -9%
GAG
537
Goodman Advisory Group
Massachusetts
$2.53M +$541K +605 +25%
BL
538
BFSG LLC
California
$2.51M +$1.51M +1,684 +127%
OCM
539
Octahedron Capital Management
California
$2.5M -$2.1M -2,350 -44%
GAAM
540
Grand Alliance Asset Management
Hong Kong
$2.5M +$2.68M +3,000 New
JGC
541
J. Goldman & Co
New York
$2.5M +$2.68M +3,000 New
EARNEST Partners
542
EARNEST Partners
Georgia
$2.48M +$10.7K +12 +0.4%
IAS
543
Insigneo Advisory Services
Florida
$2.46M +$595K +666 +29%
GPA
544
Guerra Pan Advisors
New Jersey
$2.46M +$7.15K +8 +0.3%
DT
545
Diversified Trust
Tennessee
$2.45M +$1.8M +2,017 +218%
CCG
546
Cloverfields Capital Group
Minnesota
$2.44M -$453K -507 -15%
SFA
547
Sequoia Financial Advisors
Ohio
$2.43M -$132K -148 -5%
MWM
548
Mission Wealth Management
California
$2.43M +$51K +57 +2%
BDS
549
Banco de Sabadell
Florida
$2.42M -$277K -310 -10%
BSAM
550
Blue Square Asset Management
New York
$2.41M +$931K +1,041 +56%