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Name Holding Trade Value Shares
Change
Change in
Stake
EWA
576
Encompass Wealth Advisors
Oregon
$1.08M – – –
HWAM
577
Hennion & Walsh Asset Management
New Jersey
$1.08M +$134K +2,453 +14%
FRA
578
Frank Rimerman Advisors
California
$1.08M +$1.08M +19,744 +14,958%
DC
579
Davenport & Co
Virginia
$1.07M +$120K +2,194 +13%
IEFM
580
IQ EQ Fund Management
Ireland
$1.07M -$12.8K -234 -1%
MPPW
581
Mitchell & Pahl Private Wealth
Oklahoma
$1.06M -$9.83K -180 -0.9%
JWM
582
JGP Wealth Management
Oregon
$1.05M +$59.8K +1,095 +6%
IMCOOI
583
Investment Management Corp of Ontario (IMCO)
Canada
$1.05M +$300K +5,500 +40%
UAS
584
United Asset Strategies
New York
$1.05M +$57K +1,045 +6%
JSSH
585
J. Safra Sarasin Holding
$1.05M +$1.05M +19,309 New
CG
586
Carmignac Gestion
France
$1.04M -$496K -9,085 -32%
UFF
587
USA Financial Formulas
Michigan
$1.04M +$65K +1,190 +7%
RFN
588
RDA Financial Network
Iowa
$1.04M +$134K +2,453 +15%
FNBOH
589
First National Bank of Hutchinson
Kansas
$1.03M -$46.1K -844 -4%
AWA
590
Alta Wealth Advisors
Massachusetts
$1.03M – – –
SAI
591
Systematic Alpha Investments
New Jersey
$1.03M – – –
OIA
592
OneDigital Investment Advisors
Kansas
$1.03M +$257K +4,709 +33%
SP
593
Symmetry Partners
Connecticut
$1.02M – – –
AIM
594
Avity Investment Management
Connecticut
$1.02M – – –
NA
595
NewEdge Advisors
Louisiana
$1.02M -$94.6K -1,732 -8%
CF
596
Centaurus Financial
California
$992K +$6.06K +111 +0.6%
CI
597
CX Institutional
Indiana
$990K -$267K -4,894 -21%
MA
598
Mutual Advisors
Nebraska
$989K -$873 -16 -0.1%
TW
599
TritonPoint Wealth
Maryland
$985K -$2.89K -53 -0.3%
RFC
600
Regions Financial Corp
Alabama
$984K -$43.1K -789 -4%