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Name Holding Trade Value Shares
Change
Change in
Stake
MCA
701
Martin Capital Advisors
Texas
$538K -$8.85K -100 -2%
IPW
702
Impact Partnership Wealth
Georgia
$531K +$1.59K +18 +0.3%
TSW
703
Three Seasons Wealth
Utah
$531K +$516K +5,833 New
LIP
704
Lighthouse Investment Partners
Florida
$530K +$516K +5,830 New
WT
705
Whittier Trust
California
$529K +$8.58K +97 +2%
RIG
706
Ramiah Investment Group
Wisconsin
$528K -$35.8K -405 -7%
CIA
707
Capital Investment Advisors
Georgia
$528K -$42.5K -480 -8%
AWA
708
Arkadios Wealth Advisors
Georgia
$527K +$239K +2,700 +87%
BJL
709
Brighton Jones LLC
Washington
$522K +$46.2K +522 +10%
HWAM
710
Hennion & Walsh Asset Management
New Jersey
$519K +$187K +2,118 +59%
TIAA Trust, National Association
711
TIAA Trust, National Association
North Carolina
$519K -$18K -203 -3%
LAM
712
LECAP Asset Management
United Kingdom
$518K +$241K +2,725 +92%
IWC
713
Integrated Wealth Concepts
Massachusetts
$518K +$250K +2,825 +98%
EW
714
Evoke Wealth
California
$518K +$258K +2,915 +105%
OWA
715
One Wealth Advisors
California
$514K -$9.38K -106 -2%
GIA
716
GHP Investment Advisors
Colorado
$513K
SAM
717
Smartleaf Asset Management
Massachusetts
$512K +$238K +2,695 +92%
CA
718
Crumly & Associates
Illinois
$512K +$129K +1,457 +35%
TAM
719
Trust Asset Management
Texas
$507K
NP
720
NorthRock Partners
Minnesota
$506K +$14.9K +169 +3%
LAI
721
Legal Advantage Investments
California
$505K
CFB
722
Cullen/Frost Bankers
Texas
$503K -$432K -4,886 -47%
CAM
723
Cidel Asset Management
Ontario, Canada
$501K -$44K -498 -8%
UFF
724
USA Financial Formulas
Michigan
$500K +$471K +5,329 +3,063%
MWPCG
725
Measured Wealth Private Client Group
New Hampshire
$495K -$42K -475 -8%