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Name Holding Trade Value Shares
Change
Change in
Stake
TA
576
TFB Advisors
Kansas
$524K +$191 +1 +0%
PCS
577
Personal CFO Solutions
New Jersey
$522K +$10.3K +54 +2%
MWM
578
Mission Wealth Management
California
$516K +$147K +766 +47%
TCA
579
Transcend Capital Advisors
New Jersey
$511K +$102K +533 +29%
Fayez Sarofim & Co
580
Fayez Sarofim & Co
Texas
$497K – – –
Parallax Volatility Advisers
581
Parallax Volatility Advisers
California
$495K +$115K +602 +36%
CIA
582
Concurrent Investment Advisors
Florida
$491K +$9.56K +50 +2%
RIA
583
Richwood Investment Advisors
Ohio
$490K +$45K +235 +12%
SW
584
Simplicity Wealth
New Jersey
$488K +$21K +110 +5%
AWM
585
Apollon Wealth Management
South Carolina
$477K +$147K +768 +53%
OAM
586
Oppenheimer Asset Management
New York
$477K +$574 +3 +0.1%
ASA
587
Axxion S.A.
Luxembourg
$475K +$421K +2,200 New
TF
588
Tompkins Financial
New York
$475K +$421K +2,200 New
NA
589
Navellier & Associates
Nevada
$468K – – –
SAM
590
Smartleaf Asset Management
Massachusetts
$460K – – –
EWM
591
Evercore Wealth Management
New York
$456K – – –
BRWA
592
B. Riley Wealth Advisors
Florida
$454K +$5.74K +30 +1%
RIG
593
Ramiah Investment Group
Wisconsin
$450K +$399K +2,085 New
Blackstone Inc
594
Blackstone Inc
New York
$445K +$394K +2,060 New
CIA
595
Capital Investment Advisors
Georgia
$442K -$8.03K -42 -2%
QFW
596
QTR Family Wealth
Florida
$441K +$9.76K +51 +3%
EPW
597
Evolve Private Wealth
California
$439K -$288K -1,504 -43%
EWA
598
EP Wealth Advisors
California
$437K +$61.8K +323 +19%
GAM
599
Groupama Asset Management
France
$436K -$1.29M -6,736 -77%
AC
600
AlphaCore Capital
California
$434K +$130K +678 +51%