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Name Holding Trade Value Shares
Change
Change in
Stake
SC
1001
Syon Capital
California
$1.32M -$1.35K -39 -0.1%
NS
1002
NBC Securities
Alabama
$1.32M -$2.2M -63,624 -63%
CWA
1003
Crux Wealth Advisors
California
$1.32M +$84.5K +2,444 +7%
BT
1004
Brandywine Trust
Delaware
$1.31M
PWP
1005
Precedent Wealth Partners
Texas
$1.31M +$248K +7,157 +24%
CI
1006
Cigna Investments
Connecticut
$1.3M -$49.6K -1,434 -4%
DIP
1007
Davis Investment Partners
North Carolina
$1.3M -$66.6K -1,924 -5%
TC
1008
TownSquare Capital
Utah
$1.3M -$13.7M -395,734 -92%
LIA
1009
LS Investment Advisors
Michigan
$1.29M +$241K +6,981 +24%
SRA
1010
Secured Retirement Advisors
Minnesota
$1.29M +$45.2K +1,308 +4%
KA
1011
Kintegral Advisory
New York
$1.29M -$1.87K -54 -0.1%
BFO
1012
Boston Family Office
Massachusetts
$1.28M -$2.08K -60 -0.2%
EWM
1013
Evercore Wealth Management
New York
$1.28M +$10.9K +316 +0.9%
VNA
1014
Valley National Advisers
Pennsylvania
$1.28M -$396K -11,456 -24%
AIMCA
1015
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.27M -$69.2K -2,000 -5%
BTI
1016
Blue Trust Inc
Georgia
$1.27M +$66K +1,909 +6%
DAS
1017
Diversify Advisory Services
Utah
$1.27M +$549K +15,865 +67%
PBK
1018
Peoples Bank (Kansas)
Kansas
$1.27M +$30.3K +875 +3%
VF
1019
Virtu Financial
New York
$1.27M +$1.23M +35,612 New
CIA
1020
Choate Investment Advisors
Massachusetts
$1.27M -$92.2K -2,666 -7%
GBT
1021
Grove Bank & Trust
Florida
$1.27M +$55.1K +1,593 +5%
DJSG
1022
D.J. St. Germain
Massachusetts
$1.27M +$276K +7,980 +29%
SNBOSD
1023
Security National Bank of So Dak
Iowa
$1.27M -$9.2K -266 -0.7%
LIM
1024
Longfellow Investment Management
Massachusetts
$1.26M
JSSH
1025
J. Safra Sarasin Holding
$1.26M -$682K -19,715 -36%