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Name Holding Trade Value Shares
Change
Change in
Stake
CC
1701
Callan Capital
California
$758K +$197K +768 +38%
IWA
1702
Icon Wealth Advisors
Texas
$758K -$2.05M -8,008 -74%
FCBT
1703
First Citizens Bank & Trust
North Carolina
$756K -$63.3K -247 -8%
JCIA
1704
Jackson Creek Investment Advisors
Colorado
$751K +$338K +1,318 +92%
MLA
1705
My Legacy Advisors
Oregon
$751K -$118K -459 -14%
BFWM
1706
Bright Futures Wealth Management
New York
$750K -$32.8K -128 -5%
MIM
1707
Moseley Investment Management
Florida
$745K -$257K -1,002 -27%
TSS
1708
Two Sigma Securities
New York
$744K +$696K +2,719 New
EWM
1709
Evermay Wealth Management
Virginia
$743K -$16.9K -66 -2%
SGA
1710
Seaport Global Advisors
Massachusetts
$743K
HNW
1711
High Note Wealth
Minnesota
$740K -$2.31K -9 -0.3%
AA
1712
Alta Advisers
United Kingdom
$739K
HTHT
1713
Hemenway Trust Hemenway Trust
New Hampshire
$738K +$243K +950 +54%
FMWA
1714
Forvis Mazars Wealth Advisors
Missouri
$735K +$334K +1,305 +95%
KA
1715
Kozak & Associates
Colorado
$733K +$1.28K +5 +0.2%
APW
1716
Austin Private Wealth
Texas
$732K -$2.82K -11 -0.4%
VIM
1717
Vancity Investment Management
British Columbia, Canada
$732K -$46.2M -180,495 -99%
GWM
1718
Greenwich Wealth Management
Connecticut
$731K +$29.2K +114 +4%
SCP
1719
Sivia Capital Partners
California
$728K +$78.6K +307 +13%
GI
1720
GAMCO Investors
Connecticut
$728K +$98.9K +386 +17%
AWM
1721
Avitas Wealth Management
California
$726K -$52.3K -204 -7%
FWP
1722
FAS Wealth Partners
Kansas
$725K +$256 +1 +0%
WBC
1723
West Branch Capital
Massachusetts
$724K +$238K +929 +54%
Fayez Sarofim & Co
1724
Fayez Sarofim & Co
Texas
$724K
MIFH
1725
Migdal Insurance & Financial Holdings
Israel
$721K -$77.4K -302 -10%