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Name Holding Trade Value Shares
Change
Change in
Stake
BPCE
1176
Bank Pictet & Cie (Europe)
Germany
$525K -$11.8K -15 -3%
KA
1177
Kovack Advisors
Florida
$520K -$156K -198 -27%
CTC
1178
Cetera Trust Company
Minnesota
$518K
WA
1179
Wealthstream Advisors
New York
$516K +$44K +56 +12%
MSAM
1180
Moloney Securities Asset Management
Missouri
$513K +$35.4K +45 +9%
ADL
1181
Asset Dedication LLC
California
$513K -$29.1K -37 -7%
SG
1182
StoneX Group
New York
$510K -$77K -98 -16%
LG
1183
Leuthold Group
Minnesota
$509K +$413K +526 New
PGF
1184
Plan Group Financial
Oklahoma
$508K
CT
1185
Caldwell Trust
Florida
$507K -$40.1K -51 -9%
1W
1186
1776 Wealth
Georgia
$507K +$412K +524 New
ECM
1187
Eisler Capital Management
United Kingdom
$506K -$943K -1,199 -70%
SWA
1188
SFMG Wealth Advisors
Texas
$505K -$3.93K -5 -0.9%
KA
1189
Klingman & Associates
New York
$503K +$82.5K +105 +25%
AC
1190
Apella Capital
Connecticut
$501K +$63.7K +81 +20%
CFG
1191
Chapman Financial Group
Hawaii
$500K +$4.72K +6 +1%
GIA
1192
Gateway Investment Advisers
Ohio
$500K +$3.93K +5 +1%
QP
1193
Quilter Plc
United Kingdom
$498K +$4.72K +6 +1%
WSC
1194
Wellington Shields & Co
New York
$495K +$3.93K +5 +1%
TAFW
1195
Tred Avon Family Wealth
Maryland
$494K +$401K +510 New
Capstone Investment Advisors
1196
Capstone Investment Advisors
New York
$492K +$399K +508 New
SAI
1197
Savvy Advisors Inc
New York
$492K +$103K +131 +35%
DWM
1198
Drive Wealth Management
Utah
$491K +$187K +238 +88%
BF
1199
Baring Financial
Washington
$490K -$3.14K -4 -0.8%
CWM
1200
Centurion Wealth Management
Virginia
$489K +$55K +70 +16%