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Name Holding Trade Value Shares
Change
Change in
Stake
WWM
551
Wolff Wiese Magana
California
$62.8K -$26K -535 -32%
RFA
552
Register Financial Advisors
Georgia
$56.5K +$49.7K +1,020 New
SC
553
Sierra Capital
Florida
$56K +$6.82K +140 +16%
AIM
554
Anchor Investment Management
South Carolina
$55.4K -$4.87K -100 -9%
PMFA
555
Plante Moran Financial Advisors
Michigan
$55.4K
TIM
556
Tortoise Investment Management
New York
$55.4K +$24.3K +500 +100%
AF
557
Allworth Financial
California
$55.1K +$36.2K +744 +298%
CI
558
CAZ Investments
Texas
$55K
FP
559
Financial Perspectives
Minnesota
$54.4K +$1.8K +37 +4%
NA
560
NewEdge Advisors
Louisiana
$54.2K +$36.3K +745 +14%
MIFH
561
Migdal Insurance & Financial Holdings
Israel
$53K -$5.11K -105 -10%
SN
562
Sittner & Nelson
Oregon
$52.6K
QCG
563
Quadrant Capital Group
Ohio
$51K +$30K +616 +203%
WT
564
Whittier Trust
California
$50.8K +$17.6K +362 +65%
AAM
565
Advisors Asset Management
Colorado
$50.5K -$51.4K -1,056 -54%
GI
566
Gradient Investments
Minnesota
$48.6K -$4.92K -101 -10%
MA
567
Montag & Associates
Georgia
$47.5K -$11K -225 -21%
RA
568
Rise Advisors
New York
$42.6K -$1.66K -34 -4%
WT
569
Washington Trust
Rhode Island
$42.1K
LC
570
Lindbrook Capital
California
$40.3K +$18.4K +378 +108%
MHR
571
Matthew Hamilton Rosenberg
$39.6K
EI
572
Ellevest Inc
New York
$38.6K -$58.6K -1,203 -63%
First Manhattan
573
First Manhattan
New York
$36K
HIIFS
574
Harel Insurance Investments & Financial Services
Israel
$36K -$5.4K -111 -15%
OWA
575
One Wealth Advisors
California
$35.5K +$31.2K +640 New