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Name Holding Trade Value Shares
Change
Change in
Stake
WANY
726
Wealthspire Advisors (New York)
New York
$1.13M +$685K +2,443 +147%
LFG
727
Larson Financial Group
Missouri
$1.12M +$324K +1,157 +40%
PA
728
PFG Advisors
Arizona
$1.12M +$121K +432 +12%
TG
729
TCW Group
California
$1.12M +$1.14M +4,057 New
ANTB
730
AMG National Trust Bank
Colorado
$1.11M -$81.3K -290 -7%
CFO
731
Cambient Family Office
Michigan
$1.11M +$1.13M +4,030 New
FIA
732
Foundations Investment Advisors
Arizona
$1.11M +$123K +438 +12%
BWAM
733
Boyd Watterson Asset Management
Ohio
$1.1M – – –
LFG
734
Lazard Frères Gestion
France
$1.1M -$70.1K -250 -6%
FPAS
735
Focus Partners Advisor Solutions
Missouri
$1.1M +$76.3K +272 +7%
Capstone Investment Advisors
736
Capstone Investment Advisors
New York
$1.1M -$1.95M -6,973 -64%
NWAG
737
Net Worth Advisory Group
Utah
$1.09M +$51.6K +184 +5%
RCAG
738
Rehmann Capital Advisory Group
Michigan
$1.09M -$234K -836 -18%
IB
739
Intrust Bank
Kansas
$1.08M -$234K -834 -17%
CT
740
Colonial Trust
South Carolina
$1.07M +$144K +514 +15%
CIC
741
Cornercap Investment Counsel
Georgia
$1.07M -$14.6K -52 -1%
SWA
742
SFMG Wealth Advisors
Texas
$1.06M -$280 -1 -0%
YIA
743
YHB Investment Advisors
Connecticut
$1.06M -$42.1K -150 -4%
AWM
744
Aries Wealth Management
Maine
$1.05M – – –
HFM
745
Hartford Financial Management
Connecticut
$1.05M – – –
IFWM
746
Institute for Wealth Management
Colorado
$1.05M +$6.73K +24 +0.6%
VFA
747
Valeo Financial Advisors
Indiana
$1.05M -$140K -498 -12%
AFG
748
Allegheny Financial Group
Pennsylvania
$1.05M -$7.85K -28 -0.7%
SAM
749
Simplify Asset Management
Nevada
$1.05M +$504K +1,799 +90%
CIS
750
Capital International Sarl
California
$1.04M – – –