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Name Holding Trade Value Shares
Change
Change in
Stake
CCA
726
Checchi Capital Advisers
California
$499K +$11.1K +48 +2%
FHC
727
First Heartland Consultants
Missouri
$498K +$59.3K +256 +13%
BF
728
BOK Financial
Oklahoma
$496K +$262K +1,132 +106%
I
729
InceptionR
California
$494K +$148K +641 +41%
HI
730
Humankind Investments
New York
$489K +$98.9K +427 +24%
KWM
731
KFG Wealth Management
Indiana
$489K +$19K +82 +4%
BCG
732
BayBridge Capital Group
California
$488K +$8.8K +38 +2%
BPA
733
Beacon Pointe Advisors
California
$486K +$6.95K +30 +1%
TPWA
734
TRUE Private Wealth Advisors
Oregon
$486K +$33.8K +146 +7%
AWA
735
Arkadios Wealth Advisors
Georgia
$483K +$114K +492 +30%
CTC
736
Central Trust Company
Missouri
$483K -$30.1K -130 -6%
EDRH
737
Edmond de Rothschild Holding
Switzerland
$481K – – –
BG
738
Bollard Group
Massachusetts
$480K +$1.16K +5 +0.2%
QIM
739
Quantitative Investment Management
Virginia
$472K +$485K +2,096 New
KCFA
740
Key Client Fiduciary Advisors
New Jersey
$470K -$3.71K -16 -0.8%
AIA
741
Affinity Investment Advisors
California
$469K +$55.6K +240 +13%
GIA
742
Gladstone Institutional Advisory
Florida
$467K +$273K +1,179 +132%
FMWA
743
Forvis Mazars Wealth Advisors
Missouri
$459K -$230K -991 -33%
MC
744
Moors & Cabot
Massachusetts
$458K -$68.3K -295 -13%
SI
745
Stephens Inc
Arkansas
$454K -$12.3K -53 -3%
IPW
746
Impact Partnership Wealth
Georgia
$449K +$461K +1,991 New
BEAM
747
Baker Ellis Asset Management
Washington
$446K – – –
PWA
748
Phoenix Wealth Advisors
North Carolina
$446K +$4.17K +18 +0.9%
AG
749
Ascent Group
Virginia
$446K +$9.26K +40 +2%
DADC
750
D.A. Davidson & Co
Montana
$445K +$20.8K +90 +5%