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Name Holding Trade Value Shares
Change
Change in
Stake
WANY
326
Wealthspire Advisors (New York)
New York
$1.45M +$1.37M +7,204 +640%
BSA
327
Bull Street Advisors
Georgia
$1.45M
LWCFA
328
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.44M -$70.4K -370 -4%
CS
329
Candriam SCA
Luxembourg
$1.44M
CSPIA
330
Cary Street Partners Investment Advisory
Virginia
$1.43M +$1.13M +5,926 +257%
MGWM
331
Marks Group Wealth Management
Minnesota
$1.43M +$4.95K +26 +0.3%
PAS
332
Park Avenue Securities
New York
$1.4M +$285K +1,499 +23%
SHFA
333
SS&H Financial Advisors
Michigan
$1.4M +$19K +100 +1%
TCA
334
Transcend Capital Advisors
New Jersey
$1.4M -$95.7K -503 -6%
WPA
335
Winning Points Advisors
Florida
$1.38M -$57.1K -300 -4%
LA
336
LVW Advisors
New York
$1.37M -$291K -1,531 -16%
WAM
337
Weatherly Asset Management
California
$1.35M
DS
338
DRW Securities
Illinois
$1.34M
EIM
339
Ervin Investment Management
Washington
$1.33M -$7.61K -40 -0.5%
ISL
340
Ingalls & Snyder LLC
New York
$1.33M
TFS
341
Thoroughbred Financial Services
Tennessee
$1.33M +$17.7K +93 +1%
MHS
342
M Holdings Securities
Oregon
$1.32M -$45.3K -238 -3%
ATPW
343
Ashton Thomas Private Wealth
Arizona
$1.32M +$83.3K +438 +6%
FHA
344
First Horizon Advisors
Tennessee
$1.31M +$121K +638 +9%
WA
345
Wambolt & Associates
Colorado
$1.29M +$78K +410 +6%
FFA
346
First Foundation Advisors
California
$1.27M -$168K -885 -11%
Chevy Chase Trust
347
Chevy Chase Trust
Maryland
$1.26M -$4.75K -25 -0.3%
PCP
348
Proficio Capital Partners
Massachusetts
$1.26M
OPA
349
Old Port Advisors
Maine
$1.25M
VFA
350
Valeo Financial Advisors
Indiana
$1.25M -$105K -550 -2%