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Name Holding Trade Value Shares
Change
Change in
Stake
CCA
776
Checchi Capital Advisers
California
$583K +$19.3K +293 +3%
LOAMS
777
Lombard Odier Asset Management (Switzerland)
Switzerland
$580K +$193K +2,916 +47%
FHA
778
Flagship Harbor Advisors
Massachusetts
$577K +$20.9K +316 +4%
RB
779
Renasant Bank
Mississippi
$577K +$50.9K +771 +9%
Avantax Planning Partners
780
Avantax Planning Partners
Iowa
$577K +$242K +3,667 +67%
LSV Asset Management
781
LSV Asset Management
Illinois
$575K +$601K +9,100 New
Lido Advisors
782
Lido Advisors
California
$573K -$132K -1,995 -18%
NFG
783
Next Financial Group
Texas
$572K -$428K -6,475 -42%
SIG
784
Sargent Investment Group
Maryland
$572K +$46.8K +709 +9%
RWA
785
Ropes Wealth Advisors
Massachusetts
$570K -$56.9K -861 -9%
CCM
786
Chickasaw Capital Management
Tennessee
$568K +$150K +2,270 +34%
FSA
787
Franklin Street Advisors
North Carolina
$566K – – –
Western Wealth Management
788
Western Wealth Management
Colorado
$566K +$130K +1,968 +28%
BFO
789
Biltmore Family Office
North Carolina
$565K +$5.88K +89 +1%
CC
790
Courier Capital
New York
$564K -$396 -6 -0.1%
GD
791
Grandfield & Dodd
New York
$560K – – –
Empirical Finance
792
Empirical Finance
Pennsylvania
$560K +$83.4K +1,263 +17%
Glenview Trust
793
Glenview Trust
Kentucky
$558K -$20.5K -310 -3%
FWM
794
Frontier Wealth Management
Missouri
$557K +$15.2K +230 +3%
Quilter Plc
795
Quilter Plc
United Kingdom
$550K -$49.3K -746 -8%
MPCG
796
Matrix Private Capital Group
New York
$550K – – –
SW
797
StrongBox Wealth
Missouri
$548K +$300K +4,551 +111%
Magnetar Financial
798
Magnetar Financial
Illinois
$548K +$572K +8,656 New
Vaughan David Investments
799
Vaughan David Investments
Illinois
$546K +$262K +3,965 +85%
CCM
800
Canal Capital Management
Virginia
$545K +$5.41K +82 +1%