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Name Holding Trade Value Shares
Change
Change in
Stake
SW
801
SVB Wealth
Massachusetts
$536K +$2.01K +8 +0.4%
Sigma Planning Corp
802
Sigma Planning Corp
Michigan
$535K -$6.03K -24 -1%
Bridges Investment Management
803
Bridges Investment Management
Nebraska
$532K +$1.26K +5 +0.3%
Sanibel Captiva Trust Company
804
Sanibel Captiva Trust Company
Florida
$532K +$481K +1,913 New
D.A. Davidson & Co
805
D.A. Davidson & Co
Montana
$531K +$15.8K +63 +3%
Sagespring Wealth Partners
806
Sagespring Wealth Partners
Tennessee
$531K +$60.8K +242 +15%
FHA
807
Flagship Harbor Advisors
Massachusetts
$530K +$49.5K +197 +12%
Panagora Asset Management
808
Panagora Asset Management
Massachusetts
$529K – – –
WMA
809
Wealth Management Associates
New Jersey
$527K – – –
Citizens Financial Group
810
Citizens Financial Group
Rhode Island
$525K +$74.9K +298 +19%
AA
811
Apriem Advisors
California
$523K – – –
CVM
812
Cheviot Value Management
California
$522K +$449K +1,788 New
Moneta Group Investment Advisors
813
Moneta Group Investment Advisors
Missouri
$518K -$33.4K -133 -7%
PIM
814
Plato Investment Management
Australia
$517K -$56.8K -226 -11%
AlphaCore Capital
815
AlphaCore Capital
California
$513K +$63K +251 +16%
Independent Advisor Alliance
816
Independent Advisor Alliance
North Carolina
$505K +$39.7K +158 +10%
TPA
817
Trivium Point Advisory
Connecticut
$504K -$11.3K -45 -2%
FAM
818
Fairtree Asset Management
South Africa
$500K +$452K +1,799 New
PPW
819
Parcion Private Wealth
Washington
$498K – – –
SP
820
SIH Partners
Delaware
$496K +$448K +1,785 New
Beacon Pointe Advisors
821
Beacon Pointe Advisors
California
$496K +$73.8K +294 +20%
Empirical Wealth Management
822
Empirical Wealth Management
Washington
$493K -$2.82M -11,226 -86%
Sageworth Trust
823
Sageworth Trust
Pennsylvania
$491K -$1.51K -6 -0.3%
NewEdge Wealth
824
NewEdge Wealth
Pennsylvania
$490K +$97.7K +389 +28%
SAW
825
Signal Advisors Wealth
Michigan
$489K -$17.8K -71 -4%