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Name Holding Trade Value Shares
Change
Change in
Stake
Wealthspire Advisors (New York)
776
Wealthspire Advisors (New York)
New York
$562K +$597K +9,757 New
Park Avenue Securities
777
Park Avenue Securities
New York
$557K -$105K -1,711 -15%
MIM
778
MTM Investment Management
South Carolina
$550K -$553K -9,034 -49%
BCM
779
Bluefin Capital Management
New York
$548K -$33.7K -550 -5%
MFW
780
Meristem Family Wealth
Minnesota
$548K +$157K +2,572 +37%
PFSC
781
Peoples Financial Services Corp
Pennsylvania
$545K -$3.06K -50 -0.5%
Lido Advisors
782
Lido Advisors
California
$545K +$25.6K +418 +5%
GIM
783
Guardian Investment Management
California
$542K -$495K -8,087 -42%
Empirical Finance
784
Empirical Finance
Pennsylvania
$541K +$33.1K +541 +6%
Great Lakes Advisors
785
Great Lakes Advisors
Illinois
$541K +$67K +1,094 +13%
Avidian Wealth Enterprises
786
Avidian Wealth Enterprises
Texas
$540K -$25.3K -413 -4%
SNT
787
Security National Trust
West Virginia
$539K – – –
CCM
788
Chickasaw Capital Management
Tennessee
$538K +$22.5K +367 +4%
CF
789
Centaurus Financial
California
$537K -$246K -4,026 -30%
Gradient Investments
790
Gradient Investments
Minnesota
$537K -$10.6K -173 -2%
CCA
791
Checchi Capital Advisers
California
$536K +$6.18K +101 +1%
Avantax Planning Partners
792
Avantax Planning Partners
Iowa
$536K +$11.7K +191 +2%
ASA
793
Armstrong Shaw Associates
Connecticut
$533K – – –
WP
794
WealthPLAN Partners
Nebraska
$529K +$20.2K +330 +4%
Focus Financial Network
795
Focus Financial Network
Minnesota
$524K +$92.1K +1,505 +20%
Carnegie Investment Counsel
796
Carnegie Investment Counsel
Ohio
$521K -$57.7K -943 -9%
Empirical Wealth Management
797
Empirical Wealth Management
Washington
$518K +$187K +3,063 +52%
MIC
798
Meridian Investment Counsel
California
$515K -$23.4K -383 -4%
FSA
799
Franklin Street Advisors
North Carolina
$515K – – –
WIC
800
Wilkins Investment Counsel
Massachusetts
$514K -$127K -2,074 -19%