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Name Holding Trade Value Shares
Change
Change in
Stake
WANY
751
Wealthspire Advisors (New York)
New York
$12.2M -$1.18M -6,497 -10%
NA
752
Nordwand Advisors
Pennsylvania
$12.2M +$70.2K +385 +0.7%
CCM
753
Coldstream Capital Management
Washington
$12.2M -$2.35M -12,885 -18%
FIA
754
Foundations Investment Advisors
Arizona
$12.2M +$829K +4,547 +8%
Kovitz Investment Group Partners
755
Kovitz Investment Group Partners
Illinois
$12.1M -$300K -1,647 -3%
JPWM
756
Jamison Private Wealth Management
Georgia
$12.1M +$192K +1,055 +2%
BSL
757
Blue Sparrow LLC
Delaware
$12M -$22.9M -125,542 -68%
GA
758
GFS Advisors
Texas
$11.8M -$1.1M -6,056 -10%
AIS
759
American Investment Services
Massachusetts
$11.8M -$73.9K -405 -0.7%
MWM
760
Mission Wealth Management
California
$11.8M -$220K -1,204 -2%
AG
761
Ascent Group
Virginia
$11.7M -$304K -1,667 -3%
TBA
762
Tower Bridge Advisors
Pennsylvania
$11.7M +$434K +2,379 +4%
IWA
763
IBEX Wealth Advisors
New Jersey
$11.7M +$754K +4,134 +8%
GIA
764
Gladstone Institutional Advisory
Florida
$11.7M +$228K +1,250 +2%
PIMJS
765
PKO Investment Management Joint-Stock
Poland
$11.6M +$828K +4,540 +9%
UAS
766
United Asset Strategies
New York
$11.6M +$7.11K +39 +0.1%
SSA
767
Schonfeld Strategic Advisors
New York
$11.5M +$9.76M +53,526 +2,651%
MASUI
768
MIRAE ASSET SECURITIES (USA) INC.
New York
$11.5M +$10.1M +55,511 New
ZBNA
769
Zions Bancorporation, National Association
Utah
$11.5M -$52.2K -286 -0.5%
RB
770
Rodgers Brothers
Pennsylvania
$11.5M -$1.38M -7,584 -12%
NRS
771
Neville Rodie & Shaw
New York
$11.4M -$314K -1,723 -3%
CI
772
Cherokee Insurance
Michigan
$11.4M
CT
773
Caldwell Trust
Florida
$11.4M -$72.2K -396 -0.7%
GAM
774
Generali Asset Management
Italy
$11.4M +$4.21M +23,089 +72%
RMC
775
Resources Management Corp
Connecticut
$11.3M -$78.6K -431 -0.8%