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Name Holding Trade Value Shares
Change
Change in
Stake
RS
626
R Squared
Hong Kong
$688K +$679K +7,561 New
CCA
627
Checchi Capital Advisers
California
$685K +$76.1K +847 +13%
LAM
628
L2 Asset Management
Massachusetts
$683K -$4.42M -49,156 -87%
EI
629
Ecofi Investissements
France
$682K +$62.9K +700 +10%
CNBOF
630
City National Bank of Florida
Florida
$679K +$310K +3,446 +86%
9C
631
9823 Capital
Texas
$672K +$663K +7,383 New
CF
632
Centaurus Financial
California
$670K -$138K -1,536 -17%
GIA
633
GHP Investment Advisors
Colorado
$669K +$179K +1,989 +37%
HKAM
634
Horizon Kinetics Asset Management
New York
$669K
WA1
635
Wimmer Associates 1
California
$667K -$18.9K -210 -3%
SW
636
SVB Wealth
Massachusetts
$667K -$31.9K -355 -5%
TCCM
637
Timber Creek Capital Management
Massachusetts
$664K
MMPW
638
Mitchell McLeod Pugh & Williams
Alabama
$663K -$101K -1,120 -13%
CWM
639
CCG Wealth Management
California
$662K +$653K +7,268 New
HWAM
640
Hennion & Walsh Asset Management
New Jersey
$659K +$89.9K +1,001 +16%
CPIG
641
Chicago Partners Investment Group
Illinois
$658K +$337K +3,748 +151%
KIM
642
Kestra Investment Management
Texas
$657K +$113K +1,261 +21%
CWS
643
Confluence Wealth Services
Pennsylvania
$652K
FPAS
644
Focus Partners Advisor Solutions
Missouri
$638K +$74.7K +832 +13%
BJL
645
Brighton Jones LLC
Washington
$636K +$628K +6,992 New
GSB
646
Greenfield Savings Bank
Massachusetts
$631K +$6.29K +70 +1%
FFG
647
Fortem Financial Group
California
$630K +$131K +1,453 +27%
DOA
648
D'Orazio & Associates
Virginia
$628K +$31.4K +349 +5%
1SB
649
1ST Source Bank
Indiana
$627K -$64.2K -715 -9%
GM
650
GeoWealth Management
Illinois
$625K -$306K -3,410 -33%