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Name Holding Trade Value Shares
Change
Change in
Stake
VWA
726
VERITY Wealth Advisors
United States
$1.15M – – –
AFG
727
Atomi Financial Group
New York
$1.15M +$28.6K +134 +2%
AFM
728
Abbot Financial Management
Massachusetts
$1.15M – – –
HFAS
729
Hummer Financial Advisory Services
Illinois
$1.15M – – –
CA
730
Clearstead Advisors
Ohio
$1.14M -$52.5K -246 -4%
UAS
731
United Asset Strategies
New York
$1.14M – – –
MMA
732
Miracle Mile Advisors
California
$1.14M -$171K -802 -13%
First Manhattan
733
First Manhattan
New York
$1.14M +$5.13K +24 +0.4%
PCA
734
Pallas Capital Advisors
Massachusetts
$1.13M -$1.05M -4,901 -47%
SAM
735
Shell Asset Management
Netherlands
$1.13M -$5.98M -28,022 -84%
MIP
736
Marietta Investment Partners
Wisconsin
$1.13M -$290K -1,359 -20%
NG
737
Novem Group
New York
$1.12M +$24.3K +114 +2%
OIA
738
OneDigital Investment Advisors
Kansas
$1.12M -$144K -676 -11%
CCP
739
Cushing Capital Partners
Wisconsin
$1.12M +$38K +178 +3%
SDIC
740
South Dakota Investment Council
South Dakota
$1.11M -$214K -1,000 -16%
CWP
741
Cyndeo Wealth Partners
Florida
$1.11M -$35.7K -167 -3%
LNWWM
742
Laird Norton Wetherby Wealth Management
California
$1.11M +$43.6K +204 +4%
WSCM
743
Wellington Shields Capital Management
New York
$1.11M – – –
AAIS
744
ABN AMRO Investment Solutions
$1.1M -$129K -602 -10%
CMI
745
Clare Market Investments
Texas
$1.08M – – –
PIA
746
Pinion Investment Advisors
Kansas
$1.06M -$48.9K -229 -4%
CWM
747
Challenger Wealth Management
California
$1.06M +$38K +178 +4%
OAM
748
Ostrum Asset Management
France
$1.06M +$284K +1,329 +35%
GCP
749
GSA Capital Partners
United Kingdom
$1.06M -$201K -940 -15%
HP
750
Haven Private
Florida
$1.06M -$3.2K -15 -0.3%