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Name Holding Trade Value Shares
Change
Change in
Stake
WA
501
Waverly Advisors
Alabama
$3.15M +$1.84M +5,764 +102%
RWM
502
RBA Wealth Management
California
$3.14M +$43K +135 +1%
TIAA Trust, National Association
503
TIAA Trust, National Association
North Carolina
$3.12M -$58.3K -183 -2%
MHC
504
Meyer Handelman Company
New York
$3.11M
PIMJS
505
PKO Investment Management Joint-Stock
Poland
$3.09M +$1.12M +3,500 +45%
CL
506
Choreo LLC
Illinois
$3.08M -$341K -1,071 -9%
VF
507
Virtu Financial
New York
$3.06M -$1.94M -6,090 -35%
HCPC
508
Hamilton Capital Partners (Canada)
$3.05M -$396K -1,243 -10%
FFP
509
FourThought Financial Partners
Florida
$3.05M +$3.52M +11,045 New
IA
510
IFP Advisors
Florida
$3.04M +$2.13M +6,685 +155%
HAS
511
HBW Advisory Services
California
$3.04M +$88K +276 +3%
LNWWM
512
Laird Norton Wetherby Wealth Management
California
$3.01M -$376K -1,178 -10%
KCM
513
Kennedy Capital Management
Missouri
$3.01M -$1.99M -6,258 -36%
LW
514
Linscomb Wealth
Texas
$2.99M +$96.6K +303 +3%
WJWM
515
Williams Jones Wealth Management
New York
$2.98M +$3.83K +12 +0.1%
FHB
516
First Hawaiian Bank
Hawaii
$2.96M -$613K -1,923 -15%
Lido Advisors
517
Lido Advisors
California
$2.96M +$371K +1,165 +12%
PAS
518
Park Avenue Securities
New York
$2.93M -$541K -1,697 -14%
IC
519
IEQ Capital
California
$2.93M -$310K -972 -8%
HNW
520
High Note Wealth
Minnesota
$2.91M -$8.61K -27 -0.3%
IAN
521
Integrated Advisors Network
Texas
$2.9M -$3.1M -9,739 -48%
HSA
522
Hussman Strategic Advisors
Maryland
$2.9M +$3.35M +10,500 New
OIA
523
OneDigital Investment Advisors
Kansas
$2.9M +$17.9K +56 +0.5%
CG
524
Caprock Group
Idaho
$2.88M -$112K -351 -3%
Empower Advisory Group
525
Empower Advisory Group
Colorado
$2.87M +$313K +981 +10%