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Name Holding Trade Value Shares
Change
Change in
Stake
Alyeska Investment Group
826
Alyeska Investment Group
Illinois
$577K +$504K +1,957 New
PMSA
827
Patrick M. Sweeney & Associates
Illinois
$576K +$11.9K +46 +2%
TIA
828
Tiemann Investment Advisors
California
$575K +$25.8K +100 +5%
APP
829
Avantax Planning Partners
Iowa
$572K -$46.9K -182 -9%
FFA
830
Farther Finance Advisors
California
$571K +$74K +287 +17%
JF
831
Joule Financial
Kentucky
$570K -$5.41K -21 -1%
FT
832
Fiduciary Trust
Massachusetts
$567K +$5.93K +23 +1%
WANY
833
Wealthspire Advisors (New York)
New York
$562K -$67.3K -261 -12%
IAN
834
Integrated Advisors Network
Texas
$562K +$3.87K +15 +0.8%
AI
835
Atom Investors
Texas
$560K +$490K +1,900 New
MOS
836
MGO One Seven
Ohio
$558K -$103K -398 -17%
SWM
837
Shelton Wealth Management
Texas
$556K -$11.6K -45 -2%
Jones Financial Companies
838
Jones Financial Companies
Missouri
$554K +$322K +1,248 +197%
BFG
839
Beacon Financial Group
Texas
$550K -$17.5K -68 -4%
JIC
840
Johnson Investment Counsel
Ohio
$547K +$77.3K +300 +19%
MSAM
841
Moloney Securities Asset Management
Missouri
$547K -$35.8K -139 -7%
DWM
842
Dorchester Wealth Management
Quebec, Canada
$545K +$12.9K +50 +3%
EWA
843
EP Wealth Advisors
California
$542K -$21.6K -84 -4%
LIM
844
Longfellow Investment Management
Massachusetts
$537K +$171K +665 +58%
PFBT
845
Parkside Financial Bank & Trust
Missouri
$535K +$43K +167 +10%
APM
846
Advanced Portfolio Management
New York
$532K +$466K +1,807 New
HI
847
Horizon Investments
North Carolina
$532K -$33.2K -129 -7%
PS
848
Principal Securities
Iowa
$531K +$100K +388 +27%
NQWM
849
Northwest Quadrant Wealth Management
Oregon
$531K +$2.06K +8 +0.4%
SFP
850
Shepherd Financial Partners
Massachusetts
$530K +$5.15K +20 +1%