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Name Holding Trade Value Shares
Change
Change in
Stake
TIAA Trust, National Association
701
TIAA Trust, National Association
North Carolina
$980K -$34.5K -10 -4%
LA
702
Legacy Advisors
Pennsylvania
$976K -$89.7K -26 -9%
TPCW
703
TD Private Client Wealth
New York
$972K -$41.4K -12 -4%
GWP
704
Gen-Wealth Partners
Michigan
$969K +$69K +20 +9%
CCA
705
Checchi Capital Advisers
California
$968K -$10.4K -3 -1%
SDWIA
706
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$968K -$10.4K -3 -1%
CIM
707
Contravisory Investment Management
Massachusetts
$968K +$27.6K +8 +3%
CBT
708
Central Bank & Trust
Kentucky
$965K
PL
709
Perpetual Ltd
Australia
$965K
SL
710
Sentry LLC
Tennessee
$965K
LWANC
711
Laurel Wealth Advisors (North Carolina)
North Carolina
$961K
KCM
712
Kathmere Capital Management
Pennsylvania
$953K -$13.8K -4 -2%
VWM
713
Venturi Wealth Management
Texas
$938K +$10.4K +3 +1%
ATPW
714
Ashton Thomas Private Wealth
Arizona
$938K -$1.69M -491 -67%
HSA
715
HBK Sorce Advisory
Pennsylvania
$938K -$121K -35 -12%
NIM
716
NEOS Investment Management
Connecticut
$930K
CGL
717
Clarius Group LLC
Washington
$927K -$3.45K -1 -0.4%
CI
718
CX Institutional
Indiana
$919K +$128K +37 +18%
HI
719
Horizon Investments
North Carolina
$919K +$34.5K +10 +4%
IWC
720
Integrated Wealth Concepts
Massachusetts
$916K -$58.7K -17 -7%
SA
721
Sovran Advisors
California
$915K -$55.2K -16 -6%
GC
722
Guggenheim Capital
Illinois
$911K -$283K -82 -26%
TGAM
723
TBH Global Asset Management
Tennessee
$911K
CIA
724
Concurrent Investment Advisors
Florida
$907K +$86.3K +25 +12%
WANY
725
Wealthspire Advisors (New York)
New York
$904K -$259K -75 -24%