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Name Holding Trade Value Shares
Change
Change in
Stake
YIA
576
YHB Investment Advisors
Connecticut
$316K -$117K -560 -28%
CRWM
577
Castle Rock Wealth Management
California
$315K +$314K +1,500 New
PIA
578
Perennial Investment Advisors
California
$315K +$327K +1,560 New
AIM
579
Aspen Investment Management
Michigan
$315K +$327K +1,562 New
IEFM
580
IQ EQ Fund Management
Ireland
$315K +$327K +1,564 New
TFA
581
Teamwork Financial Advisors
Texas
$314K +$63.8K +305 +24%
SHGA
582
Sand Hill Global Advisors
California
$313K -$36K -172 -10%
BCA
583
Biltmore Capital Advisors
New Jersey
$313K +$324K +1,550 New
Wealthspire Advisors (New York)
584
Wealthspire Advisors (New York)
New York
$313K +$325K +1,552 New
Raymond James Trust
585
Raymond James Trust
Florida
$313K +$325K +1,555 New
SIC
586
Sigma Investment Counselors
Michigan
$312K – – –
Veritable
587
Veritable
Delaware
$307K +$18K +86 +6%
Caprock Group
588
Caprock Group
Idaho
$306K +$43.7K +209 +16%
Cerity Partners
589
Cerity Partners
New York
$306K +$317K +1,515 New
LBD
590
Landsberg Bennett & Dubbaneh
Florida
$305K +$306K +1,464 New
FHA
591
Flagship Harbor Advisors
Massachusetts
$304K -$139K -664 -31%
Evergreen Capital Management
592
Evergreen Capital Management
Washington
$304K +$69.1K +330 +28%
FNWM
593
Financial Network Wealth Management
Utah
$303K – – –
FTDI
594
First Trust Direct Indexing
Massachusetts
$302K +$292K +1,394 +1,328%
Pinnacle Financial Partners (Tennessee)
595
Pinnacle Financial Partners (Tennessee)
Tennessee
$299K -$202K -967 -40%
Nomura Holdings
596
Nomura Holdings
Japan
$297K -$1.16M -5,525 -79%
Eaton Vance Management
597
Eaton Vance Management
Massachusetts
$297K +$309K +1,475 New
CFG
598
Cooper Financial Group
California
$294K -$109K -519 -26%
Quilter Plc
599
Quilter Plc
United Kingdom
$293K +$28.7K +137 +10%
ZCA
600
Zeke Capital Advisors
Pennsylvania
$292K -$12.1K -58 -4%