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Name Holding Trade Value Shares
Change
Change in
Stake
HI
501
Horizon Investments
North Carolina
$660K +$12.8K +52 +2%
PAS
502
Park Avenue Securities
New York
$660K -$69K -281 -10%
AWS
503
Atria Wealth Solutions
New York
$654K -$14.2K -58 -2%
LNWWM
504
Laird Norton Wetherby Wealth Management
California
$649K -$43.5K -177 -7%
EF
505
Empowered Funds
Pennsylvania
$649K +$144K +585 +30%
NSEDCP
506
NJ State Employees Deferred Compensation Plan
New Jersey
$647K – – –
I
507
InceptionR
California
$639K -$221K -898 -27%
SM
508
STF Management
Texas
$637K +$22.4K +91 +4%
TBWA
509
Three Bridge Wealth Advisors
California
$634K -$189K -769 -24%
MIA
510
MMBG Investment Advisors
Florida
$634K – – –
TIM
511
Tevis Investment Management
Texas
$631K -$737 -3 -0.1%
CB
512
Cadence Bank
Mississippi
$625K – – –
OIM
513
Oracle Investment Management
Connecticut
$624K – – –
WI
514
Wahed Invest
New York
$622K +$35.9K +146 +6%
TA
515
TFB Advisors
Kansas
$621K -$10.8K -44 -2%
TSWM
516
Triangle Securities Wealth Management
North Carolina
$621K – – –
BPCE
517
Bank Pictet & Cie (Europe)
Germany
$620K – – –
PFS
518
Prospera Financial Services
Texas
$619K +$307K +1,248 +109%
WANY
519
Wealthspire Advisors (New York)
New York
$616K +$2.7K +11 +0.5%
SC
520
Savant Capital
Illinois
$613K +$38.3K +156 +7%
ASN
521
Advisory Services Network
Georgia
$609K -$211K -860 -27%
HNB
522
Huntington National Bank
Ohio
$596K -$78.4K -319 -12%
Vanguard Capital Wealth Advisors
523
Vanguard Capital Wealth Advisors
Colorado
$595K – – –
IIM
524
Intact Investment Management
Quebec, Canada
$595K +$565K +2,300 New
BFG
525
Bleakley Financial Group
New Jersey
$593K +$66.3K +270 +13%