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Name Holding Trade Value Shares
Change
Change in
Stake
LC
601
Lindbrook Capital
California
$534K +$24.3K +964 +4%
CCM
602
Chimera Capital Management
New York
$520K +$570K +22,602 New
LWCFA
603
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$517K – – –
CANY
604
Caxton Associates (New York)
New York
$516K +$565K +22,408 New
CCMD
605
Cypress Capital Management (Delaware)
Delaware
$514K -$1.15M -45,800 -67%
FHA
606
Flagship Harbor Advisors
Massachusetts
$503K -$3.93K -156 -0.7%
JFGIW
607
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$502K -$128K -5,066 -20%
BTWM
608
Baker Tilly Wealth Management
Wisconsin
$502K -$74.9K -2,970 -12%
SWM
609
Salvus Wealth Management
New Jersey
$498K +$19.9K +790 +4%
Capstone Investment Advisors
610
Capstone Investment Advisors
New York
$498K +$545K +21,618 +216,180%
PWA
611
Providence Wealth Advisors
Illinois
$497K -$25.2K -1,000 -5%
TW
612
TrinityPoint Wealth
Connecticut
$497K +$22.8K +906 +4%
IAA
613
Independent Advisor Alliance
North Carolina
$496K -$15.7K -622 -3%
HIA
614
Harbor Investment Advisory
Maryland
$496K +$6.55K +260 +1%
PFO
615
Pathstone Family Office
New Jersey
$490K -$102K -4,056 -16%
FIM
616
Freedom Investment Management
Connecticut
$487K -$19.2K -762 -3%
UH
617
Unigestion Holding
Switzerland
$487K -$215K -8,514 -29%
CAM
618
Cresset Asset Management
Illinois
$481K +$11.5K +456 +2%
Kovitz Investment Group Partners
619
Kovitz Investment Group Partners
Illinois
$473K – – –
OIA
620
OneDigital Investment Advisors
Kansas
$467K -$24.6K -976 -5%
HR
621
Hardy Reed
Mississippi
$467K – – –
AWM
622
Aberdeen Wealth Management
Illinois
$462K – – –
P
623
&Partners
Tennessee
$460K -$5.85K -232 -1%
EWA
624
Encompass Wealth Advisors
Oregon
$460K +$50.4K +2,000 +11%
AWM
625
AE Wealth Management
Kansas
$451K -$735K -29,172 -60%