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Name Holding Trade Value Shares
Change
Change in
Stake
WFA
676
Wellspring Financial Advisors
Ohio
$523K +$110K +875 +19%
CSB
677
City State Bank
Iowa
$518K -$15.2K -121 -2%
HCMT
678
Highland Capital Management (Tennessee)
Tennessee
$517K – – –
TA
679
TrueWealth Advisors
Alabama
$513K +$37.3K +298 +6%
LGF
680
LGT Group Foundation
Liechtenstein
$513K -$100K -800 -13%
XWL
681
XXI Wealth LLC
Illinois
$511K +$56.5K +451 +9%
DAM
682
Deltec Asset Management
New York
$511K – – –
FWM
683
Forteris Wealth Management
New York
$509K – – –
DLA
684
Douglas Lane & Associates
New York
$507K -$131K -1,044 -17%
GCM
685
Greenland Capital Management
New York
$505K +$659K +5,262 New
VFA
686
Valeo Financial Advisors
Indiana
$495K +$67.6K +540 +12%
SF
687
Summit Financial
New Jersey
$493K -$1.18M -9,422 -65%
IAN
688
Integrated Advisors Network
Texas
$487K -$48.4K -386 -7%
TFIPS
689
Towarzystwo Funduszy Inwestycyjnych PZU SA
$485K +$37.6K +300 +6%
FCA
690
Fortis Capital Advisors
Kansas
$484K +$224K +1,791 +55%
BFA
691
Beacon Financial Advisory
Ohio
$481K -$9.77K -78 -2%
BI
692
Bramshill Investments
Florida
$480K +$626K +5,000 New
RRWA
693
Rainey & Randall Wealth Advisors
Florida
$478K – – –
PFS
694
Prospera Financial Services
Texas
$473K -$21.2K -169 -3%
CFLC
695
California First Leasing Corp
California
$470K – – –
BJL
696
Brighton Jones LLC
Washington
$466K -$18.4K -147 -3%
CSP
697
Cary Street Partners
Virginia
$465K +$2K +16 +0.3%
Wealthfront Advisers
698
Wealthfront Advisers
California
$463K +$391K +3,122 +184%
CPA
699
Capital Performance Advisors
California
$461K -$108K -859 -15%
GIA
700
Gladstone Institutional Advisory
Florida
$460K -$274K -2,188 -31%