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Name Holding Trade Value Shares
Change
Change in
Stake
Dakota Wealth Management
1051
Dakota Wealth Management
Florida
$1.19M -$319K -1,403 -19%
OFG
1052
Oxford Financial Group
Indiana
$1.19M -$31.9K -140 -2%
WA
1053
Waddell & Associates
Tennessee
$1.19M +$730K +3,204 +116%
FRA
1054
Frank Rimerman Advisors
California
$1.19M +$70.8K +311 +5%
SB
1055
Simmons Bank
Arkansas
$1.19M -$72.9K -320 -5%
TIAA Trust, National Association
1056
TIAA Trust, National Association
North Carolina
$1.19M -$45.2M -198,305 -97%
BP
1057
BBR Partners
New York
$1.18M +$65.6K +288 +5%
HAM
1058
Harmony Asset Management
Arizona
$1.18M +$20.5K +90 +2%
CCA
1059
Checchi Capital Advisers
California
$1.17M +$115K +507 +9%
RBA
1060
Richard Bernstein Advisors
New York
$1.16M +$1.33M +5,847 New
RC
1061
Roundview Capital
New Jersey
$1.16M +$557K +2,446 +72%
Ferguson Wellman Capital Management
1062
Ferguson Wellman Capital Management
Oregon
$1.16M -$60.3K -265 -4%
VCM
1063
Vivaldi Capital Management
Illinois
$1.16M -$114K -500 -8%
ACM
1064
Appalachian Capital Management
Ohio
$1.15M +$97.9K +430 +8%
IB
1065
Intrust Bank
Kansas
$1.14M +$98.4K +432 +8%
EPW
1066
Evolve Private Wealth
California
$1.13M +$460K +2,020 +55%
LHC
1067
Little House Capital
Massachusetts
$1.13M -$23.5K -103 -2%
Gradient Investments
1068
Gradient Investments
Minnesota
$1.12M +$102K +448 +9%
CFCI
1069
Comprehensive Financial Consultants Institutional
Indiana
$1.12M – – –
AWAU
1070
Alliance Wealth Advisors (Utah)
Utah
$1.12M -$600K -2,634 -32%
LWAM
1071
Legacy Wealth Asset Management
Minnesota
$1.12M +$3.19K +14 +0.3%
HWM
1072
HRC Wealth Management
Idaho
$1.12M – – –
SWK
1073
Stephen W. Kidder
$1.11M – – –
Pallas Capital Advisors
1074
Pallas Capital Advisors
Massachusetts
$1.11M +$569K +2,498 +81%
V
1075
ViaWealth
Kansas
$1.11M +$719K +3,157 +129%