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Name Holding Trade Value Shares
Change
Change in
Stake
WAM
576
Weinberger Asset Management
California
$412K – – –
HAG
577
HighPoint Advisor Group
Illinois
$410K -$563K -12,827 -54%
LA
578
LVW Advisors
New York
$408K +$123K +2,810 +34%
LWCFA
579
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$407K – – –
ALA
580
Atlas Legacy Advisors
California
$404K +$15.7K +357 +3%
HCP
581
Hexagon Capital Partners
Arkansas
$403K +$52.2K +1,189 +12%
EWA
582
EverSource Wealth Advisors
Alabama
$403K -$173K -3,951 -27%
SL
583
Sentry LLC
Tennessee
$401K – – –
CIC
584
Carnegie Investment Counsel
Ohio
$401K -$31.9K -726 -6%
LWM
585
Liberty Wealth Management
California
$399K – – –
CF
586
Convergence Financial
Missouri
$397K +$176K +4,020 +60%
IA
587
IFP Advisors
Florida
$397K -$76.6K -1,746 -14%
FMWA
588
Forvis Mazars Wealth Advisors
Missouri
$396K +$82.8K +1,887 +21%
FFA
589
Founders Financial Alliance
North Carolina
$394K -$14.6K -333 -3%
ACM
590
Alessandra Capital Management
California
$393K -$197K -4,500 -30%
KFAS
591
Keating Financial Advisory Services
Kansas
$390K +$1.93K +44 +0.4%
AG
592
AlTi Global
New York
$389K -$3.2K -73 -0.7%
FFC
593
First Financial Corp
Indiana
$387K – – –
SJL
594
Shayne & Jacobs LLC
Tennessee
$386K – – –
AAG
595
Asset Advisory Group
New Jersey
$385K -$3.07K -70 -0.7%
SRC
596
Sage Rhino Capital
California
$383K -$2.76K -63 -0.6%
CC
597
Corsicana & Co
Texas
$380K -$13.2K -300 -3%
IIC
598
Integrated Investment Consultants
Michigan
$379K -$8.34K -190 -2%
BTIM
599
BancFirst Trust & Investment Management
Oklahoma
$378K – – –
AllianceBernstein
600
AllianceBernstein
Tennessee
$377K -$2.25M -51,318 -86%