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Name Holding Trade Value Shares
Change
Change in
Stake
HCM
676
Harvey Capital Management
Florida
$622K
BFG
677
Beacon Financial Group
Texas
$622K +$20.5K +112 +4%
DC
678
Davenport & Co
Virginia
$619K +$157K +858 +40%
LSAG
679
Lake Street Advisors Group
New Hampshire
$615K +$3.3K +18 +0.6%
TCM
680
Tributary Capital Management
Nebraska
$613K -$18.3K -100 -3%
BL
681
BFSG LLC
California
$611K +$548K +2,987 New
SWA
682
Sutton Wealth Advisors
Florida
$610K
WAM
683
Wealthspire Advisors (Maryland)
Maryland
$605K -$53K -289 -9%
HBT
684
Hills Bank & Trust
Iowa
$603K -$367 -2 -0.1%
EWA
685
EP Wealth Advisors
California
$597K -$41.4K -226 -7%
CAM
686
Cresset Asset Management
Illinois
$596K +$112K +612 +27%
DI
687
Diligent Investors
California
$595K -$27.9K -152 -5%
MCM
688
MAI Capital Management
Ohio
$595K +$38.7K +211 +8%
HWM
689
Hohimer Wealth Management
Washington
$590K +$529K +2,885 New
PCM
690
Penserra Capital Management
California
$587K +$513K +2,796 +1,036%
LS
691
Livforsakringsbolaget Skandia
Sweden
$586K -$257K -1,400 -33%
TCM
692
Tradewinds Capital Management
Washington
$586K
ZCA
693
Zeke Capital Advisors
Pennsylvania
$586K +$21.1K +115 +4%
AssetMark Inc
694
AssetMark Inc
California
$584K -$12.8M -69,860 -96%
SPIA
695
Steward Partners Investment Advisory
New York
$577K +$7.52K +41 +1%
C
696
Cerebellum
California
$576K +$516K +2,816 New
EI
697
Ethic Inc
New York
$576K +$516K +2,817 New
BWM
698
BerganKDV Wealth Management
Minnesota
$575K -$26.2K -143 -5%
GIA
699
Gargoyle Investment Advisor
New Jersey
$569K
TCOO
700
Trust Company of Oklahoma
Oklahoma
$568K -$30.3K -165 -6%