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Name Holding Trade Value Shares
Change
Change in
Stake
SHFA
626
SS&H Financial Advisors
Michigan
$1.01M +$107K +2,100 +13%
AWP
627
Ascent Wealth Partners
New York
$1.01M +$5.26K +103 +0.6%
SAM
628
Sawgrass Asset Management
Florida
$1M -$51.1K -1,001 -5%
HH
629
Hilltop Holdings
Texas
$1M -$153 -3 -0%
AlTi Global
630
AlTi Global
New York
$1M +$933K +18,254 New
CT
631
Coastline Trust
Rhode Island
$1M -$225K -4,410 -19%
CAGAS
632
Capital Advisory Group Advisory Services
Minnesota
$998K +$131K +2,571 +16%
MCM
633
Mork Capital Management
California
$993K +$67.4K +1,320 +8%
SSB
634
Sandy Spring Bank
Maryland
$993K -$31.1K -608 -3%
SXL
635
Summit X LLC
Missouri
$991K -$11.1K -217 -1%
CIM
636
CIM Investment Management
Pennsylvania
$990K – – –
Dodge & Cox
637
Dodge & Cox
California
$984K -$29.8K -584 -3%
RMF
638
Red Mountain Financial
Colorado
$982K +$915K +17,906 New
TFA
639
Transamerica Financial Advisors
Florida
$972K -$418K -8,174 -32%
OHWP
640
Oak Harbor Wealth Partners
North Carolina
$966K +$33.1K +647 +4%
RWB
641
RMR Wealth Builders
New Jersey
$965K +$8.07K +158 +0.9%
Brighton Jones LLC
642
Brighton Jones LLC
Washington
$964K +$258K +5,058 +40%
Parallel Advisors
643
Parallel Advisors
California
$962K -$6.95K -136 -0.8%
EP Wealth Advisors
644
EP Wealth Advisors
California
$954K -$25.8K -504 -3%
CCP
645
Clough Capital Partners
Massachusetts
$938K -$1.08M -21,200 -55%
Miracle Mile Advisors
646
Miracle Mile Advisors
California
$936K +$37K +725 +4%
Bleakley Financial Group
647
Bleakley Financial Group
New Jersey
$934K -$12.9K -253 -1%
EP
648
Edgestream Partners
New Jersey
$930K +$867K +16,965 New
HFM
649
Hartford Financial Management
Connecticut
$924K -$7.15K -140 -0.8%
PPP
650
Private Portfolio Partners
New Jersey
$921K +$20.2K +396 +2%