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Name Holding Trade Value Shares
Change
Change in
Stake
WAM
351
Weatherly Asset Management
California
$1.36M -$16.2K -92 -1%
AAS
352
Avantax Advisory Services
Texas
$1.35M +$126K +713 +11%
TCA
353
Transcend Capital Advisors
New Jersey
$1.35M +$4.76K +27 +0.4%
SHFA
354
SS&H Financial Advisors
Michigan
$1.35M
EIM
355
Ervin Investment Management
Washington
$1.34M -$25.9K -147 -2%
NW
356
Naviter Wealth
Arkansas
$1.33M +$117K +665 +10%
DBRC
357
D.B. Root & Company
Pennsylvania
$1.33M +$57.9K +328 +5%
CSPIA
358
Cary Street Partners Investment Advisory
Virginia
$1.32M -$10.4K -59 -0.8%
SCP
359
Shorepoint Capital Partners
Massachusetts
$1.32M +$189K +1,069 +17%
AWP
360
Accretive Wealth Partners
New Jersey
$1.31M +$27.7K +157 +2%
AWS
361
Atria Wealth Solutions
New York
$1.3M +$461K +2,610 +58%
Arrowstreet Capital
362
Arrowstreet Capital
Massachusetts
$1.29M -$34.6M -195,770 -96%
MCCA
363
Mill Creek Capital Advisors
Pennsylvania
$1.28M
PCP
364
Proficio Capital Partners
Massachusetts
$1.26M -$30K -170 -2%
KFP
365
KMG Fiduciary Partners
Ohio
$1.24M +$1.21M +6,836 New
AAM
366
Advisors Asset Management
Colorado
$1.23M -$495K -2,807 -29%
CIP
367
Capital Insight Partners
Arizona
$1.23M +$25.4K +144 +2%
KSWA
368
Kathleen S. Wright Associates
Pennsylvania
$1.22M -$8.82K -50 -0.7%
GCM
369
Galibier Capital Management
Ontario, Canada
$1.21M +$1.02M +5,800 +644%
AUB
370
Atlantic Union Bankshares
Virginia
$1.19M -$263K -1,492 -18%
SIM
371
Sterling Investment Management
Arizona
$1.19M -$15.7K -89 -1%
LA
372
LVW Advisors
New York
$1.18M -$167K -949 -13%
SF
373
Summit Financial
New Jersey
$1.18M -$4.41K -25 -0.4%
Chevy Chase Trust
374
Chevy Chase Trust
Maryland
$1.18M -$91.9K -521 -7%
JIC
375
Joel Isaacson & Co
New York
$1.17M