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Name Holding Trade Value Shares
Change
Change in
Stake
FT
551
Fiduciary Trust
Massachusetts
$1.1M +$84.3K +127 +7%
NAM
552
Nissay Asset Management
Japan
$1.1M +$618K +930 +99%
LC
553
Lindbrook Capital
California
$1.08M -$19.3K -29 -2%
LAI
554
Legal Advantage Investments
California
$1.08M +$59.8K +90 +5%
MLA
555
My Legacy Advisors
Oregon
$1.08M -$16.6K -25 -1%
ATC
556
Argent Trust Co
Tennessee
$1.07M +$594K +895 +96%
RC
557
Roundview Capital
New Jersey
$1.07M +$664 +1 +0.1%
UI
558
Untitled Investments
New York
$1.07M +$1.2M +1,810 New
SAG
559
SageView Advisory Group
California
$1.06M +$5.31K +8 +0.4%
SIGI
560
Susquehanna International Group (Ireland)
Ireland
$1.06M +$1.19M +1,798 New
ATPW
561
Ashton Thomas Private Wealth
Arizona
$1.06M +$98.3K +148 +9%
FOA
562
Five Oceans Advisors
California
$1.05M – – –
BFS
563
Bradley Foster & Sargent
Connecticut
$1.05M – – –
FSA
564
Fort Sheridan Advisors
Illinois
$1.03M -$5.31K -8 -0.5%
EWA
565
Exencial Wealth Advisors
Oklahoma
$1.03M -$3.98K -6 -0.3%
CWM
566
Congress Wealth Management
Massachusetts
$1.01M +$95K +143 +9%
MCM
567
Mitchell Capital Management
Kansas
$1M +$1.33K +2 +0.1%
CWP
568
Capital Wealth Planning
Florida
$1M +$556K +837 +97%
EWA
569
EP Wealth Advisors
California
$996K -$69.7M -104,911 -98%
BPA
570
Beacon Pointe Advisors
California
$989K +$39.2K +59 +4%
NL
571
NVWM LLC
Pennsylvania
$987K +$20.6K +31 +2%
BCM
572
BTC Capital Management
Iowa
$981K -$140K -211 -11%
FP
573
Financial Perspectives
Minnesota
$973K +$61.8K +93 +6%
GA
574
GoalVest Advisory
New York
$967K +$27.2K +41 +3%
MCM
575
McKinley Capital Management
Alaska
$965K -$231K -348 -18%