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Name Holding Trade Value Shares
Change
Change in
Stake
S
701
SignatureFD
Georgia
$921K +$41.5K +161 +5%
BP
702
BBR Partners
New York
$917K +$802K +3,112 New
SDIC
703
South Dakota Investment Council
South Dakota
$911K
TA
704
Tectonic Advisors
Texas
$906K +$98.2K +381 +14%
AAS
705
Avantax Advisory Services
Texas
$894K -$54.9K -213 -7%
IAA
706
Independent Advisor Alliance
North Carolina
$893K -$267K -1,036 -25%
SCA
707
Snowden Capital Advisors
New York
$888K +$88.1K +342 +13%
TIAA Trust, National Association
708
TIAA Trust, National Association
North Carolina
$887K +$163K +634 +27%
NFC
709
Northeast Financial Consultants
Connecticut
$887K -$146K -565 -16%
IPW
710
Inlet Private Wealth
Florida
$885K
GT
711
Glenview Trust
Kentucky
$879K +$48.2K +187 +7%
AIM
712
Acropolis Investment Management
Missouri
$877K -$150K -583 -16%
VSQM
713
V-Square Quantitative Management
Illinois
$875K +$148K +573 +24%
MBT
714
Montecito Bank & Trust
California
$874K -$161K -625 -17%
LCGC
715
Legacy Capital Group California
California
$872K -$23.2K -90 -3%
SCM
716
Stevens Capital Management
Pennsylvania
$867K +$361K +1,402 +91%
FCA
717
FLC Capital Advisors
California
$860K -$104K -405 -12%
NIM
718
NEOS Investment Management
Connecticut
$859K +$234K +907 +45%
Lazard Asset Management
719
Lazard Asset Management
New York
$855K -$30.4K -118 -4%
CA
720
Cornerstone Advisors
North Carolina
$854K
HSA
721
HBK Sorce Advisory
Pennsylvania
$850K -$1.55K -6 -0.2%
PFS
722
Prospera Financial Services
Texas
$845K +$97.2K +377 +15%
TPWM
723
Twelve Points Wealth Management
Massachusetts
$836K +$13.1K +51 +2%
BFS
724
Bradley Foster & Sargent
Connecticut
$835K -$57.2K -222 -7%
CM
725
Columbus Macro
Pennsylvania
$833K +$503K +1,952 +223%