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Name Holding Trade Value Shares
Change
Change in
Stake
USCWA
651
U.S. Capital Wealth Advisors
Texas
$915K +$110K +1,075 +17%
ICP
652
Ilex Capital Partners
United Kingdom
$915K +$762K +7,460 New
LFAS
653
Level Four Advisory Services
Texas
$914K +$373K +3,647 +96%
MGP
654
M&G plc
United Kingdom
$907K -$452K -4,423 -37%
MYAM
655
Meiji Yasuda Asset Management
Japan
$906K +$194K +1,898 +35%
FRA
656
Frank Rimerman Advisors
California
$905K +$181K +1,771 +32%
TIAA Trust, National Association
657
TIAA Trust, National Association
North Carolina
$904K +$207K +2,024 +38%
DWM
658
Dynasty Wealth Management
Florida
$902K -$284K -2,779 -27%
CCIA
659
Campbell & Co Investment Adviser
Maryland
$897K +$748K +7,318 New
GWM
660
GSB Wealth Management
Connecticut
$895K +$31.7K +310 +4%
BWP
661
Burling Wealth Partners
Illinois
$892K -$192K -1,883 -21%
CA
662
Clearstead Advisors
Ohio
$883K +$259K +2,533 +54%
VCM
663
Violich Capital Management
California
$879K
OIAM
664
OFI Invest Asset Management
France
$875K
CPIG
665
Chicago Partners Investment Group
Illinois
$870K +$96.2K +941 +16%
LAM
666
Lingohr Asset Management
Germany
$866K -$8.03M -78,517 -92%
RRA
667
Round Rock Advisors
Connecticut
$864K -$511 -5 -0.1%
MYIA
668
Mount Yale Investment Advisors
Colorado
$864K +$23.7K +232 +3%
EFS
669
Essex Financial Services
Connecticut
$856K +$205K +2,006 +40%
HWM
670
HB Wealth Management
Georgia
$852K -$85.5K -837 -11%
GFA
671
Gifford Fong Associates
California
$852K
NSIM
672
North Star Investment Management
Illinois
$851K +$613 +6 +0.1%
Fayez Sarofim & Co
673
Fayez Sarofim & Co
Texas
$851K -$1.12K -11 -0.2%
PA
674
Parallel Advisors
California
$832K +$43K +421 +7%
CPG
675
Cornerstone Planning Group
New Jersey
$820K +$64.9K +635 +11%