Name Holding Trade Value Shares
Change
Change in
Stake
MCC
526
Money Concepts Capital
Florida
$808K -$46.9K -231 -6%
Wealthfront Advisers
527
Wealthfront Advisers
California
$805K +$256K +1,261 +47%
BMCM
528
Burns Matteson Capital Management
New York
$801K -$6.69K -33 -0.8%
LWM
529
Lyell Wealth Management
California
$789K -$2.23K -11 -0.3%
PF
530
Phoenix Financial
Israel
$786K -$255K -1,257 -25%
CA
531
Continuum Advisory
Idaho
$786K +$30.4K +150 +4%
HI
532
Humankind Investments
New York
$775K +$85K +419 +12%
LOIM
533
Liberty One Investment Management
Illinois
$770K -$37.5K -185 -5%
BFO
534
Biltmore Family Office
North Carolina
$760K +$752K +3,707 New
SLAM
535
Swiss Life Asset Management
$758K +$479K +2,361 +178%
TCM
536
Teza Capital Management
Illinois
$757K -$552K -2,721 -42%
DCM
537
Dimension Capital Management
Florida
$755K – – –
BOM
538
Bank of Marin
California
$750K -$172K -846 -19%
CAM
539
Congress Asset Management
Massachusetts
$749K +$742K +3,658 New
API
540
Advisor Partners II
California
$744K +$178K +880 +32%
AWS
541
Atria Wealth Solutions
New York
$744K +$11K +54 +2%
GCC
542
Guardian Capital (Canada)
Ontario, Canada
$738K -$23.9K -118 -3%
IWA
543
IVC Wealth Advisors
Pennsylvania
$730K – – –
TI
544
Tidal Investments
Wisconsin
$719K +$37.3K +184 +6%
C1AG
545
Client 1st Advisory Group
Florida
$719K – – –
KF
546
Krilogy Financial
Missouri
$703K +$79.3K +391 +13%
FPA
547
First Pacific Advisors
California
$694K – – –
GTAM
548
Global Trust Asset Management
Florida
$693K – – –
RCM
549
Ratan Capital Management
Florida
$685K – – –
V
550
Veritable
Delaware
$683K +$87.2K +430 +15%