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Name Holding Trade Value Shares
Change
Change in
Stake
IA
726
IFP Advisors
Florida
$493K +$33.2K +50 +6%
HCM
727
HMS Capital Management
Tennessee
$493K -$56.5K -85 -9%
MAM
728
Mark Asset Management
New York
$492K -$20M -30,129 -97%
PCM
729
Peregrine Capital Management
Minnesota
$490K -$22.6K -34 -4%
AIM
730
Anchor Investment Management
South Carolina
$486K -$13.3K -20 -2%
Empower Advisory Group
731
Empower Advisory Group
Colorado
$480K -$39.2K -59 -7%
LFA
732
Legacy Financial Advisors
Kentucky
$479K -$14.6K -22 -3%
AIA
733
Armor Investment Advisors
North Carolina
$479K – – –
HI
734
Horizon Investments
North Carolina
$479K +$59.1K +89 +12%
RCAG
735
Rehmann Capital Advisory Group
Michigan
$477K -$31.2K -47 -5%
PA
736
Procyon Advisors
Connecticut
$473K +$107K +161 +25%
PWM
737
Prosperity Wealth Management
California
$471K +$531K +800 New
TCM
738
Telos Capital Management
California
$469K +$114K +171 +27%
SM
739
Sweeney & Michel
California
$465K +$664 +1 +0.1%
CWP
740
Curated Wealth Partners
California
$464K +$201K +303 +62%
KWM
741
Kolinsky Wealth Management
New Jersey
$462K -$15.9K -24 -3%
DT
742
Diversified Trust
Tennessee
$461K +$8.63K +13 +2%
FHA
743
Flagship Harbor Advisors
Massachusetts
$461K +$113K +170 +28%
DBRC
744
D.B. Root & Company
Pennsylvania
$460K – – –
VFA
745
Values First Advisors
Tennessee
$460K -$7.31K -11 -1%
AI
746
Atom Investors
Texas
$457K +$516K +777 New
HNB
747
Huntington National Bank
Ohio
$455K -$79K -119 -13%
IPAM
748
ICICI Prudential Asset Management
India
$454K +$116K +175 +29%
RPC
749
Rossmore Private Capital
Connecticut
$449K +$95K +143 +23%
VAF
750
Values Added Financial
District of Columbia
$448K – – –