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Name Holding Trade Value Shares
Change
Change in
Stake
RIA
901
Realta Investment Advisors
Delaware
$1.25M -$190K -870 -13%
LFA
902
Legacy Financial Advisors
Kentucky
$1.25M +$235K +1,072 +20%
BWM
903
BNC Wealth Management
Oregon
$1.24M -$45.3K -207 -3%
TCM
904
Teza Capital Management
Illinois
$1.24M +$124K +569 +10%
HA
905
Herold Advisors
New York
$1.24M +$54.7K +250 +4%
BCM
906
Becker Capital Management
Oregon
$1.24M -$69.4K -317 -5%
RWA
907
Ropes Wealth Advisors
Massachusetts
$1.24M -$72.9K -333 -5%
RGI
908
River Global Investors
United Kingdom
$1.24M -$135K -616 -9%
LWCFA
909
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.23M -$68.7K -314 -5%
BCM
910
BlueCrest Capital Management
Jersey
$1.22M +$1.4M +6,390 New
MWM
911
Mattern Wealth Management
Kansas
$1.22M +$137K +625 +11%
DZ Bank
912
DZ Bank
Germany
$1.22M -$199K -908 -12%
6F
913
626 Financial
Michigan
$1.22M -$15.1K -69 -1%
TA
914
TFG Advisers
Michigan
$1.22M +$69.6K +318 +5%
EWA
915
Etesian Wealth Advisors
Oregon
$1.22M +$9.85K +45 +0.7%
PFA
916
Pure Financial Advisors
California
$1.22M +$262K +1,196 +23%
HT
917
Heritage Trust
Oklahoma
$1.21M +$165K +754 +14%
FIA
918
FNY Investment Advisers
New York
$1.21M +$1.24M +5,675 +912%
SS
919
Sunbelt Securities
Texas
$1.21M -$51.6K -236 -4%
JE
920
JMAC Enterprises
Pennsylvania
$1.21M +$41.6K +190 +3%
CI
921
CX Institutional
Indiana
$1.2M -$92.1K -421 -6%
DWP
922
Daymark Wealth Partners
Ohio
$1.2M +$23.3M +106,430 +2,476%
DPIM
923
Duff & Phelps Investment Management
Illinois
$1.2M +$34.8K +159 +3%
FHA
924
First Horizon Advisors
Tennessee
$1.19M -$105K -478 -7%
PPP
925
Private Portfolio Partners
New Jersey
$1.19M +$622K +2,844 +84%