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Name Holding Trade Value Shares
Change
Change in
Stake
AFM
601
Abbot Financial Management
Massachusetts
$648K – – –
HFAS
602
Hummer Financial Advisory Services
Illinois
$648K – – –
First Manhattan
603
First Manhattan
New York
$642K +$571K +5,180 +1,423%
FCBT
604
First Citizens Bank & Trust
North Carolina
$641K -$35.7K -324 -6%
S
605
SignatureFD
Georgia
$640K -$1.32K -12 -0.2%
HSA
606
HBK Sorce Advisory
Pennsylvania
$639K -$712K -6,460 -54%
SSW
607
Smith Shellnut Wilson
Mississippi
$638K – – –
Walleye Capital
608
Walleye Capital
New York
$638K -$1.75M -15,840 -74%
PA
609
Parallel Advisors
California
$632K +$3.97K +36 +0.7%
CAAS
610
Capital Asset Advisory Services
Michigan
$630K +$83.3K +756 +16%
CTC
611
Central Trust Company
Missouri
$628K -$5.29K -48 -0.9%
OIA
612
OneDigital Investment Advisors
Kansas
$627K -$11.5K -104 -2%
TCM
613
Tributary Capital Management
Nebraska
$625K +$154K +1,400 +35%
KFP
614
KMG Fiduciary Partners
Ohio
$620K -$96.6K -876 -14%
Lido Advisors
615
Lido Advisors
California
$614K +$191K +1,732 +48%
HI
616
Horizon Investments
North Carolina
$612K -$464K -4,212 -44%
LNWWM
617
Laird Norton Wetherby Wealth Management
California
$610K -$28.7K -260 -5%
MCWS
618
McKinley Carter Wealth Services
West Virginia
$610K +$18.1K +164 +3%
CB
619
CNB Bank
Pennsylvania
$608K +$17.6K +160 +3%
VFA
620
Voya Financial Advisors
Connecticut
$608K -$20.7K -188 -3%
UH
621
Unigestion Holding
Switzerland
$597K +$563K +5,108 New
CG
622
Colony Group
Massachusetts
$596K +$104K +948 +23%
CD
623
Chapin Davis
Maryland
$591K -$1.48M -13,472 -73%
FWP
624
Falcon Wealth Planning
California
$591K -$105K -952 -16%
KWM
625
Kingsview Wealth Management
Oregon
$590K -$277K -2,512 -33%