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Name Holding Trade Value Shares
Change
Change in
Stake
TCM
701
Tradewinds Capital Management
Washington
$529K – – –
Cerity Partners
702
Cerity Partners
New York
$528K -$347K -1,828 -39%
CA
703
Cetera Advisors
Colorado
$524K +$58.4K +308 +12%
UAS
704
United Asset Strategies
New York
$520K -$26.8K -141 -5%
CWM
705
Cornerstone Wealth Management
Missouri
$519K -$5.69K -30 -1%
AIA
706
Avalon Investment & Advisory
Texas
$507K +$512K +2,701 New
AWM
707
Altium Wealth Management
New York
$504K -$48.2K -254 -9%
GCP
708
GSA Capital Partners
United Kingdom
$503K +$508K +2,680 New
BWM
709
BerganKDV Wealth Management
Minnesota
$500K -$6.07K -32 -1%
EWM
710
Evercore Wealth Management
New York
$500K +$3.79K +20 +0.8%
DTL
711
Dynamic Technology Lab
Singapore
$496K -$62.8K -331 -11%
YIA
712
YHB Investment Advisors
Connecticut
$490K +$168K +884 +51%
BCB
713
Brian C. Broderick
$489K -$93K -490 -16%
GRP
714
Global Retirement Partners
California
$486K – – –
DBG
715
De Burlo Group
Massachusetts
$485K – – –
WAM
716
Wealthspire Advisors (Maryland)
Maryland
$485K +$5.12K +27 +1%
AWE
717
Avidian Wealth Enterprises
Texas
$483K +$488K +2,574 New
CIA
718
Choate Investment Advisors
Massachusetts
$481K -$186K -981 -28%
HEIP
719
Hudson Edge Investment Partners
New Jersey
$481K -$150K -791 -24%
FMLI
720
Fukoku Mutual Life Insurance
Japan
$481K +$94.9K +500 +24%
Vanguard Personalized Indexing Management
721
Vanguard Personalized Indexing Management
California
$474K +$98.5K +519 +26%
EWA
722
EP Wealth Advisors
California
$473K -$65.8K -347 -12%
ACI
723
Alpha Cubed Investments
California
$472K -$23.5K -124 -5%
CPA
724
Capital Planning Advisors
California
$471K +$2.28K +12 +0.5%
TCOT
725
Trust Company of Toledo
Ohio
$470K -$2.66K -14 -0.6%