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Name Holding Trade Value Shares
Change
Change in
Stake
CA
701
Cetera Advisors
Colorado
$524K +$58.4K +308 +12%
UAS
702
United Asset Strategies
New York
$520K -$26.8K -141 -5%
CWM
703
Cornerstone Wealth Management
Missouri
$519K -$5.69K -30 -1%
AIA
704
Avalon Investment & Advisory
Texas
$507K +$512K +2,701 New
AWM
705
Altium Wealth Management
New York
$504K -$48.2K -254 -9%
GCP
706
GSA Capital Partners
United Kingdom
$503K +$508K +2,680 New
BWM
707
BerganKDV Wealth Management
Minnesota
$500K -$6.07K -32 -1%
EWM
708
Evercore Wealth Management
New York
$500K +$3.79K +20 +0.8%
DTL
709
Dynamic Technology Lab
Singapore
$496K -$62.8K -331 -11%
YIA
710
YHB Investment Advisors
Connecticut
$490K +$168K +884 +51%
BCB
711
Brian C. Broderick
$489K -$93K -490 -16%
GRP
712
Global Retirement Partners
California
$486K
DBG
713
De Burlo Group
Massachusetts
$485K
WAM
714
Wealthspire Advisors (Maryland)
Maryland
$485K +$5.12K +27 +1%
AWE
715
Avidian Wealth Enterprises
Texas
$483K +$488K +2,574 New
CIA
716
Choate Investment Advisors
Massachusetts
$481K -$186K -981 -28%
HEIP
717
Hudson Edge Investment Partners
New Jersey
$481K -$150K -791 -24%
FMLI
718
Fukoku Mutual Life Insurance
Japan
$481K +$94.9K +500 +24%
Vanguard Personalized Indexing Management
719
Vanguard Personalized Indexing Management
California
$474K +$98.5K +519 +26%
EWA
720
EP Wealth Advisors
California
$473K -$65.8K -347 -12%
ACI
721
Alpha Cubed Investments
California
$472K -$23.5K -124 -5%
CPA
722
Capital Planning Advisors
California
$471K +$2.28K +12 +0.5%
TCOT
723
Trust Company of Toledo
Ohio
$470K -$2.66K -14 -0.6%
BMC
724
Beaton Management Company
Massachusetts
$470K
BCM
725
Brasada Capital Management
Texas
$469K -$142K -750 -23%