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Name Holding Trade Value Shares
Change
Change in
Stake
SHFA
501
SS&H Financial Advisors
Michigan
$1.01M -$3.52K -80 -0.3%
SIA
502
Schechter Investment Advisors
Michigan
$1.01M +$123K +2,798 +12%
SWP
503
Stratos Wealth Partners
Ohio
$1.01M -$37.5K -853 -3%
BRWA
504
B. Riley Wealth Advisors
Florida
$999K +$12.5K +284 +1%
GC
505
Guggenheim Capital
Illinois
$996K +$22.4K +510 +2%
S
506
SignatureFD
Georgia
$995K +$7.83K +178 +0.7%
CCP
507
Corient Capital Partners
California
$992K +$37.6K +856 +4%
RWM
508
Ritholtz Wealth Management
New York
$984K +$630K +14,332 +128%
LNWWM
509
Laird Norton Wetherby Wealth Management
California
$983K +$29.1K +661 +3%
Lazard Asset Management
510
Lazard Asset Management
New York
$971K +$181K +4,114 +20%
CIP
511
Cornerstone Investment Partners
Georgia
$964K
LWCFA
512
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$954K -$20.7K -470 -2%
SBH
513
Segall Bryant & Hamill
Illinois
$952K +$75.1K +1,709 +7%
VCM
514
Versant Capital Management
Arizona
$948K -$6.11K -139 -0.6%
IAIM
515
International Assets Investment Management
Florida
$947K +$45.4K +1,032 +4%
USCWA
516
U.S. Capital Wealth Advisors
Texas
$937K -$211K -4,796 -16%
CCM
517
Covington Capital Management
California
$937K -$2.15K -49 -0.2%
Fisher Asset Management
518
Fisher Asset Management
Washington
$936K -$326K -7,425 -23%
Skandinaviska Enskilda Banken (SEB)
519
Skandinaviska Enskilda Banken (SEB)
Sweden
$936K -$143K -3,244 -12%
SPC
520
Sigma Planning Corp
Michigan
$936K -$5.28K -120 -0.5%
IR
521
IAT Reinsurance
New York
$936K
CIS
522
Capital International Sarl
California
$936K +$437K +9,928 +69%
BBHC
523
Brown Brothers Harriman & Co
New York
$930K -$549K -12,484 -34%
VFA
524
Valeo Financial Advisors
Indiana
$927K -$21.5K -489 -2%
BB
525
Busey Bank
Illinois
$925K -$29.5K -671 -3%