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Name Holding Trade Value Shares
Change
Change in
Stake
SRC
601
Sage Rhino Capital
California
$910K +$15.6K +23 +2%
KFP
602
KB Financial Partners
New Jersey
$902K -$237K -348 -22%
HWM
603
Hohimer Wealth Management
Washington
$897K -$25.2K -37 -3%
QIM
604
Quantitative Investment Management
Virginia
$893K +$388K +571 +86%
MA
605
Montag & Associates
Georgia
$892K +$829K +1,219 +10,158%
Schroder Investment Management Group
606
Schroder Investment Management Group
United Kingdom
$891K +$254K +373 +44%
CCA
607
Cravens & Co Advisors
Tennessee
$891K -$2.04K -3 -0.2%
FFWA
608
FRG Family Wealth Advisors
Washington
$887K -$32K -47 -4%
PP
609
PDS Planning
Ohio
$880K +$22.4K +33 +3%
GA
610
Geller Advisors
New York
$875K +$124K +182 +18%
TSS
611
Two Sigma Securities
New York
$865K +$369K +543 +83%
FPF
612
First Pacific Financial
Washington
$865K -$14.3K -21 -2%
PFPT
613
Pinnacle Financial Partners (Tennessee)
Tennessee
$863K -$22.4K -33 -3%
CPIG
614
Chicago Partners Investment Group
Illinois
$845K -$81.6K -120 -9%
ISL
615
Ingalls & Snyder LLC
New York
$839K -$3.4K -5 -0.4%
TCWA
616
Ten Capital Wealth Advisors
Washington
$831K +$340K +500 +77%
VNA
617
Valley National Advisers
Pennsylvania
$829K -$31.3K -46 -4%
CW
618
CreativeOne Wealth
Kansas
$829K +$15K +22 +2%
BHPW
619
Beverly Hills Private Wealth
California
$815K +$371K +545 +83%
NB
620
Norinchukin Bank
Japan
$810K -$17K -25 -2%
WFI
621
West Family Investments
California
$808K – – –
BFS
622
Bard Financial Services
Connecticut
$804K -$51K -75 -6%
AFC
623
AFT Forsyth & Company
Florida
$803K +$34K +50 +5%
SIA
624
SkyView Investment Advisors
New Jersey
$802K -$230K -339 -23%
RWA
625
Ropes Wealth Advisors
Massachusetts
$801K -$7.48K -11 -1%