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Name Holding Trade Value Shares
Change
Change in
Stake
CP
501
Cumberland Partners
Ontario, Canada
$922K +$271K +1,250 +42%
V
502
Veritable
Delaware
$917K +$301K +1,387 +49%
FT
503
Fiduciary Trust
Massachusetts
$914K -$83.6K -385 -8%
LWANC
504
Laurel Wealth Advisors (North Carolina)
North Carolina
$908K – – –
CAPTRUST Financial Advisors
505
CAPTRUST Financial Advisors
North Carolina
$894K +$407K +1,875 +84%
SXL
506
Summit X LLC
Missouri
$874K -$18K -83 -2%
SCA
507
Snowden Capital Advisors
New York
$864K +$20K +92 +2%
Carson Wealth (CWM LLC)
508
Carson Wealth (CWM LLC)
Nebraska
$857K -$194K -892 -18%
LRPA
509
L. Roy Papp & Associates
Arizona
$846K +$59.9K +276 +8%
PFGIA
510
Patriot Financial Group Insurance Agency
Massachusetts
$836K +$46.7K +215 +6%
RCM
511
Ratan Capital Management
Florida
$834K – – –
BMCM
512
Burns Matteson Capital Management
New York
$826K +$6.3K +29 +0.8%
CIM
513
Chiron Investment Management
New York
$824K +$301K +1,387 +58%
GCC
514
Guardian Capital (Canada)
Ontario, Canada
$815K +$231K +1,062 +39%
EF
515
Empirical Finance
Pennsylvania
$813K +$45.2K +208 +6%
FL
516
Fort LP
Maryland
$809K -$444K -2,044 -35%
CIC
517
Cornercap Investment Counsel
Georgia
$804K +$81.7K +376 +11%
CC
518
Cipher Capital
New York
$804K +$805K +3,706 New
DCM
519
Dimension Capital Management
Florida
$803K +$804K +3,702 New
UCB
520
United Community Bank
South Carolina
$802K +$7.17K +33 +0.9%
CA
521
Continuum Advisory
Idaho
$800K +$328K +1,512 +70%
Wealthfront Advisers
522
Wealthfront Advisers
California
$791K -$5K -23 -0.6%
AWS
523
Atria Wealth Solutions
New York
$782K +$314K +1,444 +67%
BRWA
524
B. Riley Wealth Advisors
Florida
$781K -$141K -649 -15%
IWA
525
IVC Wealth Advisors
Pennsylvania
$773K -$43.4K -200 -5%