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Name Holding Trade Value Shares
Change
Change in
Stake
CDDEC
976
Caisse Des Depots Et Consignations
France
$578K – – –
NAMNJ
977
NorthStar Asset Management (New Jersey)
New Jersey
$578K -$27.1K -90 -5%
AFG
978
Atomi Financial Group
New York
$575K +$132K +439 +34%
LJAC
979
L.J. Altfest & Co
New York
$574K +$525K +1,744 New
BFG
980
Beacon Financial Group
Texas
$574K -$136K -453 -21%
HCM
981
Howard Capital Management
Georgia
$573K -$79.8K -265 -13%
SMA
982
Sage Mountain Advisors
Georgia
$573K +$45.8K +152 +10%
TFM
983
TFC Financial Management
Massachusetts
$569K – – –
PNC
984
Park National Corp
Ohio
$566K -$88K -292 -15%
GS
985
GWN Securities
Florida
$566K +$305K +1,011 +127%
AI
986
Atom Investors
Texas
$566K +$518K +1,719 New
FCI
987
Financial Counselors Inc
Kansas
$565K -$16K -53 -3%
SIA
988
Schechter Investment Advisors
Michigan
$560K -$133K -442 -21%
DLA
989
Douglas Lane & Associates
New York
$557K +$17.5K +58 +4%
CAMV
990
Concord Asset Management (Virginia)
Virginia
$556K +$35.2K +117 +8%
ACM
991
Advisors Capital Management
New Jersey
$553K -$17.5K -58 -3%
BGA
992
Battery Global Advisors
Massachusetts
$551K – – –
MFS
993
Madrona Financial Services
Washington
$550K +$3.01K +10 +0.6%
WANY
994
Wealthspire Advisors (New York)
New York
$549K +$6.93K +23 +1%
WH
995
Willner & Heller
California
$548K +$220K +731 +78%
TWPM
996
Total Wealth Planning & Management
Florida
$546K +$62.4K +207 +14%
1SB
997
1ST Source Bank
Indiana
$544K +$301 +1 +0.1%
EFM
998
E Fund Management
China
$543K -$42.5K -141 -8%
WAP
999
Wealthcare Advisory Partners
Pennsylvania
$542K +$1.51K +5 +0.3%
OWP
1000
Obermeyer Wealth Partners
Colorado
$542K -$5.72K -19 -1%