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Name Holding Trade Value Shares
Change
Change in
Stake
OC
576
Oppenheimer & Co
New York
$862K +$133K +2,294 +19%
RIA
577
Realta Investment Advisors
Delaware
$860K +$70.5K +1,215 +9%
ISL
578
Ingalls & Snyder LLC
New York
$857K -$130K -2,250 -14%
GT
579
Greenleaf Trust
Michigan
$857K +$99K +1,708 +14%
SWM
580
Spire Wealth Management
Virginia
$856K +$825K +14,223 New
WANY
581
Wealthspire Advisors (New York)
New York
$854K +$242K +4,181 +43%
OQS
582
Occudo Quantitative Strategies
Florida
$852K -$890K -15,342 -52%
RIM
583
Redwood Investment Management
Arizona
$852K +$7.6K +131 +1%
LPIC
584
LeJeune Puetz Investment Counsel
Michigan
$851K -$31.9K -550 -4%
UAS
585
United Asset Strategies
New York
$851K +$92.2K +1,590 +13%
RIG
586
Ramiah Investment Group
Wisconsin
$849K +$804K +13,868 New
CS
587
Comerica Securities
Michigan
$848K +$23.7K +408 +3%
BWAM
588
Boyd Watterson Asset Management
Ohio
$846K +$31.5K +544 +4%
CFA
589
Camarda Financial Advisors
Florida
$844K +$799K +13,774 New
WP
590
WealthSource Partners
California
$842K -$50.1K -864 -6%
OWA
591
One Wealth Advisors
California
$839K +$55.4K +956 +8%
PTC
592
Philadelphia Trust Company
Pennsylvania
$839K +$273K +4,700 +52%
CIA
593
Choate Investment Advisors
Massachusetts
$833K +$11.4K +197 +1%
EI
594
EDMP Inc
Florida
$830K +$786K +13,556 New
MHS
595
M Holdings Securities
Oregon
$829K +$4.99K +86 +0.6%
WIS
596
Wright Investors Service
Connecticut
$828K -$465K -8,021 -37%
PFO
597
Pathstone Family Office
New Jersey
$819K +$773K +13,327 +39,197%
ASN
598
Advisory Services Network
Georgia
$815K -$209K -3,600 -21%
Fiera Capital (Canada)
599
Fiera Capital (Canada)
Quebec, Canada
$811K +$45.5K +785 +6%
LAM
600
L2 Asset Management
Massachusetts
$808K -$259K -4,471 -25%